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MFS Global Growth A (MWOFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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62.65-0.42 (-0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.06%
5-year average return10.59%
Number of years up22
Number of years down8
Best 1-yr total return (27 Jun 2024)39.74%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return39.74%
Worst 3-yr total return2.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMWOFXCategory
YTD6.07%9.95%
1-month4.16%2.98%
3-month1.77%8.22%
1-year18.08%40.81%
3-year3.64%19.17%
5-year11.86%18.49%
10-year9.84%11.83%
Last bull market21.45%21.12%
Last bear market-13.54%-20.34%

Annual total return (%) history

Year
MWOFXCategory
2024
N/AN/A
2023
20.60%N/A
2022
-19.30%N/A
2021
18.36%N/A
2020
20.23%32.67%
2019
35.35%30.40%
2018
-4.94%-7.79%
2017
31.38%30.22%
2016
5.08%2.42%
2015
-2.01%1.26%
2014
4.03%2.65%
2013
20.87%26.44%
2012
19.43%18.01%
2011
-6.68%-6.80%
2010
11.35%15.68%
2009
39.74%39.03%
2008
-39.25%-41.58%
2007
12.81%12.98%
2006
17.00%18.96%
2005
9.46%11.74%
2004
15.13%12.56%
2003
33.99%34.32%
2002
-19.65%-21.99%
2001
-20.14%-16.48%
2000
-13.56%-10.78%
1999
64.35%40.28%
1998
12.16%17.98%
1997
13.65%15.84%
1996
13.45%18.24%
1995
16.22%21.26%
1994
2.92%1.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
20238.56%6.06%-5.68%11.05%
2022-7.85%-13.54%-8.30%10.45%
20213.36%7.47%-1.64%8.33%
2020-19.00%19.69%10.20%12.54%
201914.92%5.59%2.59%8.72%
20181.03%1.97%4.74%-11.91%
20179.93%7.08%4.55%6.75%
20163.64%1.02%4.67%-4.11%
20152.02%0.44%-8.44%4.45%
20140.24%4.57%-4.29%3.69%
20135.77%-1.18%8.66%6.43%
201214.89%-6.84%6.96%4.32%
20111.72%2.71%-16.92%7.52%
20102.04%-12.62%12.92%10.60%
2009-7.99%20.45%18.10%6.76%
2008-8.84%-0.32%-16.34%-20.09%
20072.02%7.23%2.87%0.25%
20066.68%-2.54%3.91%8.30%
2005-2.35%-0.68%8.17%4.34%
20042.83%0.52%-1.88%13.52%
2003-4.50%16.43%5.96%13.72%
20020.13%-9.68%-15.56%5.23%
2001-16.04%5.18%-19.77%12.71%
20008.60%-8.88%-3.36%-9.61%
19993.25%8.68%1.24%44.67%
199815.45%-3.31%-16.89%20.90%
1997-1.51%15.27%6.91%-6.36%
19965.77%6.69%-0.46%1.01%
1995-0.92%5.88%8.82%1.81%
19940.93%-1.48%7.70%-3.90%

Rank in category (by total return)

YTD69
1-month55
3-month58
1-year71
3-year36
5-year47

Load adjusted returns

1-year11.29%
3-year1.62%
5-year10.54%
10-year9.19%