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MWEFX: MFS GLOBAL EQUITY FUND A (MUTUAL FUND)
Basic Info 46.94 0.16(0.34%) July 14
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 12/27/1993 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.77% |
| Expenses | 0.90% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/1993 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 8.8 | -2.3 | 1.0 | 1.7 | 4.3 | 7.1 | 6.4 | 6.4 | -6.2 | 5.8 | -24.4 | 11.5 | 11.7 | 30.2 | -9.8 | 23.6 | 7.1 | -1.7 | 3.7 | 27.5 | 23.4 | -4.6 | 12.0 | 31.2 | -33.8 | 8.9 | 24.3 | 7.5 | 18.4 | 27.5 | -11.5 | -10.1 | -7.5 | 20.9 | 17.4 | 16.3 | 20.5 | 12.2 | -13.0 | -3.6 |
| Sharpe Ratio | NA | 0.84 | -0.27 | -0.11 | -0.02 | 0.16 | NA | NA | 0.28 | -0.81 | 0.11 | -1.09 | 0.89 | 0.36 | 2.6 | -0.8 | 3.67 | 0.48 | -0.12 | 0.35 | 2.4 | 1.58 | -0.18 | 0.63 | 1.21 | -0.92 | 0.41 | 1.98 | 0.64 | 1.52 | 1.96 | -0.73 | -0.87 | -0.82 | 1.54 | 0.92 | 1.24 | 2.42 | 0.98 | -1.14 | -2.88 |
| Draw Down(%) | NA | 15.0 | 23.8 | 23.8 | 35.0 | 35.0 | NA | NA | 51.8 | 16.5 | 14.0 | 28.3 | 8.7 | 33.8 | 5.4 | 19.0 | 2.2 | 9.0 | 13.2 | 10.6 | 6.8 | 12.4 | 22.2 | 15.8 | 26.5 | 45.7 | 9.2 | 9.9 | 6.3 | 6.9 | 15.5 | 21.2 | 25.3 | 13.5 | 8.2 | 23.1 | 8.1 | 6.3 | 5.3 | 18.0 | 3.9 |
| Standard Deviation(%) | NA | 18.3 | 19.3 | 17.6 | 17.1 | 17.4 | NA | NA | 16.8 | 15.8 | 14.1 | 23.7 | 12.9 | 31.4 | 11.1 | 14.1 | 6.3 | 14.2 | 14.1 | 10.8 | 11.5 | 14.9 | 25.2 | 19.0 | 25.8 | 37.4 | 14.5 | 10.7 | 8.3 | 11.5 | 13.6 | 17.3 | 14.5 | 14.0 | 11.5 | 15.2 | 10.3 | 7.0 | 8.6 | 14.1 | 32.1 |
| Treynor Ratio | NA | 0.16 | -0.06 | -0.02 | 0.0 | 0.03 | NA | NA | 0.06 | -0.18 | 0.02 | -0.26 | 0.15 | 0.11 | 0.3 | -0.12 | 0.31 | 0.09 | -0.02 | 0.04 | 0.32 | 0.26 | -0.05 | 0.14 | 0.36 | -0.41 | 0.08 | 0.3 | 0.08 | 0.24 | 0.33 | -0.18 | -0.21 | -0.16 | 0.28 | 0.22 | 0.23 | 0.25 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.06 | -0.05 | -0.04 | -0.02 | -0.01 | NA | NA | 0.01 | -0.04 | -0.03 | -0.04 | 0.02 | 0.0 | 0.03 | 0.02 | 0.01 | 0.01 | 0.01 | 0.03 | 0.05 | 0.02 | 0.04 | 0.01 | 0.0 | 0.03 | -0.01 | 0.02 | -0.01 | 0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.06 | 0.07 | NA | NA | NA |
| Beta | NA | 0.98 | 0.87 | 0.91 | 0.91 | 0.94 | NA | NA | 0.83 | 0.73 | 0.84 | 1.01 | 0.79 | 1.03 | 0.96 | 0.97 | 0.73 | 0.79 | 0.86 | 0.92 | 0.86 | 0.89 | 0.94 | 0.86 | 0.85 | 0.84 | 0.74 | 0.69 | 0.66 | 0.73 | 0.81 | 0.7 | 0.61 | 0.73 | 0.64 | 0.64 | 0.55 | 0.68 | NA | NA | NA |
| RSquared | NA | 0.84 | 0.52 | 0.58 | 0.64 | 0.77 | NA | NA | 0.79 | 0.33 | 0.53 | 0.75 | 0.6 | 0.92 | 0.81 | 0.88 | 0.69 | 0.88 | 0.87 | 0.84 | 0.85 | 0.92 | 0.94 | 0.93 | 0.94 | 0.95 | 0.91 | 0.85 | 0.69 | 0.7 | 0.78 | 0.77 | 0.64 | 0.68 | 0.51 | 0.72 | 0.6 | 0.33 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.8 | 0.7 | 0.6 | 1.8 | 2.8 | 3.7 | N/A | 0.8 | 0.9 | 0.4 | 0.3 | 0.5 | 2.6 | 5.0 | 3.2 | 1.5 | 1.8 | 1.7 | 1.6 | 1.5 | 1.4 | 0.4 | 1.1 | 5.1 | 11.9 | 14.9 | 4.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.1 | 8.7 | 5.1 | 6.6 | 11.7 | 0.0 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | -4.8 | -27.2 | -74.2 | -42.4 | -50.5 | N/A | N/A | -4.8 | 65.8 | 33.9 | -21.7 | -76.9 | -55.0 | 86.4 | 136.3 | -23.3 | 7.7 | 32.4 | 30.7 | 0.3 | 254.6 | -47.0 | -87.0 | -58.5 | -14.1 | 237.4 | N/A | N/A | N/A | N/A | -100.0 | -23.0 | 94.0 | -13.8 | -40.1 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1993
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