Find A Portfolio/Ticker
Comparison Box
MWELX: MFS GLOBAL EQUITY FUND R4 (MUTUAL FUND)
Basic Info 46.17 0.12(0.26%) May 19
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 1.01% |
| Expenses | 0.90% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/07/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 6.5 | -5.7 | -1.1 | 4.1 | 4.0 | 7.4 | 6.6 | 6.5 | -6.0 | 6.1 | -24.2 | 11.8 | 12.0 | 30.6 | -9.6 | 23.9 | 7.4 | -1.4 | 4.0 | 27.8 | 23.7 | -4.3 | 12.3 | 31.5 | -33.6 | 9.1 | 24.5 | 7.9 |
| Sharpe Ratio | NA | 0.71 | -0.64 | -0.3 | 0.08 | 0.12 | NA | NA | 0.28 | -0.8 | 0.14 | -1.08 | 0.92 | 0.37 | 2.62 | -0.78 | 3.71 | 0.5 | -0.1 | 0.37 | 2.44 | 1.6 | -0.17 | 0.64 | 1.22 | -0.92 | 0.42 | 2.0 | 1.0 |
| Draw Down(%) | NA | 14.9 | 23.6 | 23.6 | 34.4 | 34.4 | NA | NA | 51.7 | 16.4 | 14.0 | 28.1 | 8.7 | 33.8 | 5.4 | 18.8 | 2.2 | 8.9 | 13.1 | 10.6 | 6.7 | 12.4 | 22.1 | 15.7 | 26.4 | 45.6 | 9.1 | 9.9 | 4.9 |
| Standard Deviation(%) | NA | 20.4 | 19.1 | 18.1 | 17.6 | 17.4 | NA | NA | 18.6 | 15.8 | 14.1 | 23.7 | 12.9 | 31.4 | 11.1 | 14.1 | 6.3 | 14.2 | 14.1 | 10.8 | 11.4 | 14.9 | 25.2 | 19.0 | 25.8 | 37.4 | 14.5 | 10.7 | 8.5 |
| Treynor Ratio | NA | 0.15 | -0.15 | -0.06 | 0.01 | 0.02 | NA | NA | 0.06 | -0.17 | 0.02 | -0.25 | 0.15 | 0.11 | 0.3 | -0.11 | 0.32 | 0.09 | -0.02 | 0.04 | 0.32 | 0.27 | -0.05 | 0.14 | 0.37 | -0.41 | 0.08 | 0.31 | 0.13 |
| Alpha | NA | -0.06 | -0.05 | -0.04 | -0.02 | 0.0 | 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 | 0.03 | 0.04 | 0.01 | 0.0 | 0.03 | -0.01 | 0.02 | -0.01 |
| Beta | NA | 0.98 | 0.85 | 0.91 | 0.92 | 0.93 | 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 | 0.89 | 0.94 | 0.86 | 0.86 | 0.84 | 0.74 | 0.69 | 0.67 |
| RSquared | NA | 0.86 | 0.5 | 0.59 | 0.66 | 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 | 0.94 | 0.93 | 0.94 | 0.95 | 0.91 | 0.85 | 0.71 |
| Yield(%) | N/A | 0.0 | 1.0 | 0.9 | 1.0 | 2.1 | 3.3 | 4.1 | N/A | 1.1 | 1.1 | 0.6 | 0.6 | 0.7 | 2.9 | 5.2 | 3.5 | 1.7 | 2.1 | 2.0 | 1.8 | 1.8 | 1.7 | 0.7 | 1.3 | 5.3 | 12.1 | 15.0 | 4.6 |
| Dividend Growth(%) | N/A | -100.0 | -0.4 | -20.2 | -66.3 | -36.2 | N/A | N/A | N/A | -0.4 | 37.0 | 20.9 | -10.1 | -68.6 | -53.1 | 80.0 | 116.4 | -19.3 | 6.6 | 30.5 | 27.9 | 0.2 | 167.8 | -33.3 | -84.2 | -58.1 | -13.5 | 241.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
Top Rated Funds in WORLD STOCK
Best Mutual Funds
- TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) 0.44% (100%)
- VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) 0.27% (100%)
- FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) 0.35% (99%)
- JAWWX (JANUS GLOBAL RESEARCH FUND CLASS T) 0.91% (99%)
- TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) 0.0% (95%)
- WWNPX (KINETICS PARADIGM FUND NO LOAD CLASS) 0.36% (95%)
- GWOAX (GMO GLOBAL DEVELOPED EQUITY ALLOCATION FUND CLASS III) 0.33% (95%)
- GMGEX (GMO GLOBAL EQUITY ALLOCATION FUND CLASS III) 0.30% (94%)
- MDISX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z) 0.35% (94%)
- CSUIX (COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC. CLASS I) 0.45% (94%)
Best ETFs
- DGT (SPDR Global Dow ETF) 0.51% (100%)
- TOK (iShares MSCI Kokusai ETF) 0.30% (96%)
- ACWI (iShares MSCI ACWI ETF) 0.31% (96%)
- DEW (WisdomTree Global High Dividend Fund) 0.46% (96%)
- FGD (First Trust Dow Jones Global Select Dividend Index Fund) 0.58% (96%)
- IOO (iShares Global 100 ETF) 0.30% (95%)
- VT (Vanguard Total World Stock ETF) 0.28% (95%)
- SDIV (Global X SuperDividend ETF) 0.05% (32%)
- URTH (iShares MSCI World ETF) 0.26% (32%)
- ACWV (iShares MSCI Global Min Vol Factor ETF) 0.64% (31%)
Best Closed End Funds
- AGD (Aberdeen Global Dynamic Dividend Fund) 0.19% (99%)
- BOE (BlackRock Global Opportunities Equity Trust) 0.45% (99%)
- GLQ (Clough Global EF) 1.18% (98%)
- ETG (Eaton Vance Tax Advantaged Global Dividend Income Closed Fund) 0.05% (98%)
- ETO (Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund) 0.43% (98%)
- ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) 0.84% (98%)
- EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) 0.23% (98%)
- EOD (Allspring Global Dividend Opportunity Fund) 0.19% (97%)
- IGA (Voya Global Advantage & Premium Opportunity Fund) 0.81% (97%)
- IGD (Voya Global Equity Dividend & Premium Opportunity Closed Fund) 0.18% (97%)
Latest Articles Related to MWELX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
