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MFS Global Equity R6 (MWEMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.92+0.54 (+1.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.89%
5-year average return8.77%
Number of years up8
Number of years down3
Best 1-yr total return (30 May 2024)30.66%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return30.66%
Worst 3-yr total return3.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMWEMXCategory
YTD-0.02%12.08%
1-month-5.12%0.64%
3-month-0.23%6.49%
1-year3.51%38.01%
3-year0.29%12.74%
5-year6.89%12.82%
10-year7.30%9.05%
Last bull market21.03%18.82%
Last bear market-15.02%-20.53%

Annual total return (%) history

Year
MWEMXCategory
2024
N/AN/A
2023
14.59%N/A
2022
-17.66%N/A
2021
17.45%N/A
2020
14.25%12.96%
2019
30.66%25.26%
2018
-9.51%-10.06%
2017
24.04%22.28%
2016
7.43%6.93%
2015
-1.34%-0.92%
2014
4.08%3.67%
2013
27.93%24.08%
2012
N/A14.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.37%N/AN/AN/A
20237.23%3.23%-6.77%11.03%
2022-7.31%-15.02%-7.90%13.50%
20213.85%7.76%-0.99%6.00%
2020-21.81%17.39%8.40%14.81%
201914.69%5.55%0.54%7.36%
2018-1.99%0.05%4.98%-12.09%
20177.90%7.15%2.75%4.41%
20162.11%0.67%5.10%-0.56%
20153.03%-0.16%-7.70%3.92%
20140.62%4.10%-3.89%3.38%
20138.87%0.42%8.34%8.01%
20127.42%6.06%N/AN/A

Rank in category (by total return)

YTD88
1-month96
3-month95
1-year94
3-year90
5-year75

Load adjusted returns

1-year3.51%
3-year0.29%
5-year6.89%
10-year7.30%