MFS Global Growth Fund (MWOFX)
The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies).
Fund Info
US5529893035
552989303
Nov 17, 1993
$1,000
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Global Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Global Growth Fund had a return of 11.55% year-to-date (YTD) and 14.93% in the last 12 months. Over the past 10 years, MFS Global Growth Fund had an annualized return of 6.97%, while the S&P 500 had an annualized return of 11.13%, indicating that MFS Global Growth Fund did not perform as well as the benchmark.
MWOFX
11.55%
-2.61%
3.01%
14.93%
6.58%
6.97%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of MWOFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.17% | 4.40% | 1.95% | -4.17% | 4.16% | 0.93% | 2.09% | 2.11% | 2.65% | -3.70% | 11.55% | ||
| 2023 | 7.59% | -3.73% | 4.81% | 0.82% | -1.01% | 6.28% | 2.00% | -1.98% | -5.66% | -2.84% | 9.85% | 1.95% | 18.17% |
| 2022 | -5.43% | -3.91% | 1.40% | -7.33% | -0.04% | -6.67% | 7.47% | -4.89% | -10.28% | 4.67% | 9.84% | -7.19% | -22.05% |
| 2021 | -1.26% | 2.06% | 2.57% | 5.40% | 0.74% | 1.21% | 2.68% | 1.07% | -5.22% | 5.66% | -3.05% | -0.59% | 11.26% |
| 2020 | -1.08% | -7.48% | -11.50% | 10.98% | 4.90% | 2.81% | 6.29% | 5.07% | -1.32% | -2.23% | 9.76% | 1.60% | 16.48% |
| 2019 | 7.72% | 4.12% | 2.46% | 4.38% | -5.37% | 6.90% | 1.50% | -0.55% | 1.64% | 1.24% | 3.80% | 1.61% | 32.92% |
| 2018 | 5.72% | -3.60% | -0.87% | 0.07% | 1.58% | 0.31% | 3.20% | 0.92% | 0.57% | -7.69% | 2.10% | -10.73% | -9.22% |
| 2017 | 3.95% | 3.65% | 2.02% | 3.14% | 3.90% | -0.08% | 2.12% | 1.04% | 1.33% | 2.86% | 2.07% | -1.74% | 26.96% |
| 2016 | -3.83% | 0.10% | 7.65% | 0.19% | 1.24% | -0.40% | 4.30% | 0.29% | 0.06% | -3.44% | -1.46% | -0.83% | 3.41% |
| 2015 | -1.75% | 5.96% | -2.00% | 2.10% | 0.74% | -2.35% | 1.28% | -7.53% | -2.23% | 8.46% | -0.82% | -8.21% | -7.36% |
| 2014 | -4.61% | 5.02% | 0.06% | 1.18% | 2.60% | 0.74% | -2.88% | 1.95% | -3.33% | 1.53% | 3.08% | -0.42% | 4.56% |
| 2013 | 4.04% | 0.30% | 1.36% | 1.96% | 0.03% | -3.11% | 5.19% | -2.29% | 5.72% | 3.04% | 0.97% | 2.69% | 21.35% |
Expense Ratio
MWOFX has a high expense ratio of 1.22%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MWOFX is 34, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Global Growth Fund (MWOFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Global Growth Fund provided a 0.03% dividend yield over the last twelve months, with an annual payout of $0.02 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.02 | $0.02 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 | $0.07 | $0.02 | $0.10 | $1.57 | $1.23 |
Dividend yield | 0.03% | 0.04% | 0.00% | 0.00% | 0.00% | 0.07% | 0.11% | 0.17% | 0.07% | 0.31% | 4.66% | 3.64% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Global Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.57 | $1.57 |
| 2013 | $1.23 | $1.23 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Global Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Global Growth Fund was 53.92%, occurring on Mar 9, 2009. Recovery took 951 trading sessions.
The current MFS Global Growth Fund drawdown is 3.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.92% | Nov 1, 2007 | 338 | Mar 9, 2009 | 951 | Dec 17, 2012 | 1289 |
| -51.7% | Mar 28, 2000 | 738 | Mar 12, 2003 | 792 | May 4, 2006 | 1530 |
| -31.68% | Jan 21, 2020 | 44 | Mar 23, 2020 | 89 | Jul 29, 2020 | 133 |
| -31.29% | Nov 17, 2021 | 229 | Oct 14, 2022 | 489 | Sep 26, 2024 | 718 |
| -30.53% | Jul 21, 1998 | 58 | Oct 8, 1998 | 81 | Jan 29, 1999 | 139 |
Volatility
Volatility Chart
The current MFS Global Growth Fund volatility is 3.12%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.