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MWEHX: MFS GLOBAL EQUITY FUND R3 (MUTUAL FUND)
Basic Info 46.69 0.5(1.06%) July 11
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 04/08/2005 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.70% |
| Expenses | 0.90% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/08/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 9.2 | -2.1 | 1.4 | 1.7 | 4.1 | 7.3 | 6.4 | 6.3 | -6.3 | 5.8 | -24.4 | 11.5 | 11.7 | 30.2 | -9.9 | 23.6 | 7.1 | -1.7 | 3.7 | 27.5 | 23.4 | -4.6 | 12.3 | 31.2 | -33.8 | 8.8 | 24.1 | 7.7 |
| Sharpe Ratio | NA | 0.84 | -0.27 | -0.11 | -0.02 | 0.15 | NA | NA | 0.27 | -0.81 | 0.11 | -1.09 | 0.89 | 0.36 | 2.59 | -0.8 | 3.67 | 0.48 | -0.12 | 0.34 | 2.4 | 1.58 | -0.18 | 0.64 | 1.2 | -0.92 | 0.4 | 1.95 | 0.97 |
| Draw Down(%) | NA | 15.0 | 23.8 | 23.8 | 35.2 | 35.2 | NA | NA | 51.8 | 16.5 | 14.0 | 28.3 | 8.8 | 33.8 | 5.4 | 19.0 | 2.2 | 9.0 | 13.2 | 10.6 | 6.8 | 12.4 | 22.2 | 15.5 | 26.5 | 45.7 | 9.2 | 9.9 | 5.0 |
| Standard Deviation(%) | NA | 18.2 | 19.3 | 17.6 | 17.1 | 17.4 | NA | NA | 18.6 | 15.9 | 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 | 18.9 | 25.8 | 37.4 | 14.5 | 10.7 | 8.5 |
| 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 | 0.32 | 0.09 | -0.02 | 0.04 | 0.32 | 0.26 | -0.05 | 0.14 | 0.36 | -0.41 | 0.08 | 0.3 | 0.12 |
| Alpha | NA | -0.06 | -0.05 | -0.04 | -0.02 | -0.01 | NA | NA | 0.0 | -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 |
| Beta | NA | 0.97 | 0.87 | 0.91 | 0.91 | 0.94 | NA | NA | 0.88 | 0.73 | 0.84 | 1.01 | 0.79 | 1.03 | 0.96 | 0.97 | 0.73 | 0.79 | 0.86 | 0.92 | 0.86 | 0.9 | 0.94 | 0.86 | 0.86 | 0.84 | 0.74 | 0.69 | 0.67 |
| RSquared | NA | 0.83 | 0.51 | 0.58 | 0.64 | 0.77 | NA | NA | 0.86 | 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 | 0.95 | 0.93 | 0.94 | 0.95 | 0.91 | 0.85 | 0.71 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.7 | 0.6 | 1.8 | 2.8 | 3.8 | N/A | 0.7 | 0.9 | 0.4 | 0.3 | 0.4 | 2.7 | 5.0 | 3.2 | 1.5 | 1.8 | 1.8 | 1.7 | 1.5 | 1.4 | 0.7 | 1.1 | 5.1 | 11.9 | 14.9 | 4.7 |
| Dividend Growth(%) | N/A | -100.0 | -10.1 | -30.4 | -75.4 | -43.5 | N/A | N/A | N/A | -10.1 | 59.3 | 34.1 | -16.6 | -78.4 | -54.9 | 86.9 | 135.1 | -22.7 | 5.6 | 29.9 | 32.9 | 1.4 | 121.2 | -16.6 | -86.6 | -58.6 | -14.9 | 238.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/08/2005
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