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MFS Global Equity R1 (MWEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.09+0.24 (+0.59%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.88%
5-year average return5.68%
Number of years up13
Number of years down5
Best 1-yr total return (2 Jul 2024)30.22%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.22%
Worst 3-yr total return2.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMWEGXCategory
YTD2.15%12.08%
1-month-1.23%0.64%
3-month-2.79%6.49%
1-year5.16%38.01%
3-year-0.53%12.74%
5-year5.85%12.82%
10-year6.06%9.05%
Last bull market20.46%18.82%
Last bear market-15.24%-20.53%

Annual total return (%) history

Year
MWEGXCategory
2024
N/AN/A
2023
13.36%N/A
2022
-18.56%N/A
2021
16.17%N/A
2020
13.03%12.96%
2019
29.25%25.26%
2018
-10.53%-10.06%
2017
22.71%22.28%
2016
6.27%6.93%
2015
-2.41%-0.92%
2014
2.98%3.67%
2013
26.54%24.08%
2012
22.49%14.39%
2011
-5.04%-7.19%
2010
10.93%14.49%
2009
30.22%34.45%
2008
-34.59%-41.13%
2007
8.12%12.16%
2006
23.08%19.88%
2005
N/A10.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.08%-2.79%N/AN/A
20236.96%2.96%-7.05%10.74%
2022-7.57%-15.24%-8.16%13.18%
20213.56%7.47%-1.26%5.71%
2020-21.98%17.03%8.11%14.50%
201914.42%5.24%0.27%7.04%
2018-2.26%-0.23%4.68%-12.35%
20177.61%6.87%2.46%4.14%
20161.83%0.41%4.80%-0.83%
20152.75%-0.42%-7.97%3.64%
20140.38%3.82%-4.14%3.07%
20138.59%0.15%8.04%7.70%
201214.40%-5.54%7.15%5.79%
20113.25%3.94%-18.16%8.10%
20102.66%-12.80%13.67%9.02%
2009-12.23%18.68%18.49%5.51%
2008-5.56%-4.42%-11.22%-18.37%
20071.66%5.34%2.15%-1.17%
20067.03%1.52%5.95%6.92%
20056.95%2.82%N/AN/A

Rank in category (by total return)

YTD91
1-month86
3-month97
1-year92
3-year97
5-year92

Load adjusted returns

1-year5.16%
3-year-0.53%
5-year5.85%
10-year6.06%