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MFWLX: MFS GLOBAL TOTAL RETURN FUND R6 (MUTUAL FUND)
Basic Info 17.82 0.16(0.89%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 06/04/2012 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 8.79% |
| Expenses | 1.34% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 4.6 | 13.4 | 11.0 | 2.5 | 4.9 | 5.9 | 16.1 | 4.3 | 10.6 | -12.8 | -0.3 | 3.8 | 18.6 | -6.9 | 15.6 | 5.4 | -1.2 | 3.8 | 16.5 | 9.9 |
| Sharpe Ratio | NA | 0.99 | 1.43 | 0.96 | 0.0 | 0.31 | 0.5 | 1.53 | 0.1 | 0.87 | -1.05 | -0.03 | 0.19 | 2.98 | -1.06 | 4.01 | 0.65 | -0.16 | 0.68 | 2.47 | 2.35 |
| Draw Down(%) | NA | 6.7 | 6.7 | 8.5 | 26.2 | 26.2 | 26.2 | 7.6 | 6.0 | 8.5 | 20.2 | 10.3 | 23.3 | 2.6 | 13.0 | 1.1 | 5.5 | 8.0 | 5.7 | 4.5 | 4.0 |
| Standard Deviation(%) | NA | 8.6 | 7.5 | 8.0 | 10.0 | 10.2 | 9.4 | 8.7 | 7.1 | 8.1 | 13.6 | 10.9 | 19.3 | 5.8 | 7.8 | 3.7 | 8.0 | 7.9 | 5.6 | 6.6 | 7.6 |
| Treynor Ratio | NA | 0.14 | 0.17 | 0.12 | 0.0 | 0.04 | 0.06 | 0.19 | 0.01 | 0.08 | -0.17 | 0.0 | 0.04 | 0.25 | -0.11 | 0.19 | 0.06 | -0.01 | 0.05 | 0.21 | 0.2 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.05 | 0.02 | 0.0 | 0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 |
| Beta | NA | 0.63 | 0.64 | 0.65 | 0.74 | 0.8 | 0.81 | 0.69 | 0.52 | 0.88 | 0.85 | 0.72 | 0.92 | 0.69 | 0.77 | 0.78 | 0.88 | 0.91 | 0.76 | 0.78 | 0.89 |
| RSquared | NA | 0.81 | 0.7 | 0.68 | 0.67 | 0.71 | 0.73 | 0.7 | 0.55 | 0.82 | 0.86 | 0.38 | 0.8 | 0.48 | 0.7 | 0.67 | 0.87 | 0.87 | 0.83 | 0.78 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 9.7 | 9.1 | 4.3 | 0.3 | 1.8 | 2.1 | 5.4 | 3.4 | 3.2 | 1.3 | 4.5 | 3.6 | 2.4 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 2.4 | 121.8 | 1100.0 | -83.3 | -11.9 | -55.8 | 44.4 | 18.1 | 163.1 | -73.1 | 25.5 | 66.3 | 83.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2012
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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