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MWEFX: MFS GLOBAL EQUITY FUND A (MUTUAL FUND)
Basic Info 39.57 0.79(1.96%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 12/27/1993 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 18.95% |
| Expenses | 0.90% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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(%) | -2.4 | -1.7 | 5.1 | 7.8 | 0.2 | 6.6 | 7.2 | 6.7 | 7.1 | 13.5 | 5.5 | 14.3 | -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 | -0.05 | 0.47 | 0.43 | -0.12 | 0.31 | NA | NA | 0.32 | 0.71 | 0.18 | 0.85 | -1.09 | 0.89 | 0.36 | 2.59 | -0.8 | 3.66 | 0.48 | -0.12 | 0.35 | 2.4 | 1.58 | -0.18 | 0.63 | 1.21 | -0.93 | 0.4 | 1.97 | 0.63 | 1.52 | 1.96 | -0.73 | -0.88 | -0.83 | 1.53 | 0.91 | 1.22 | 2.4 | 0.96 | -1.14 | -2.88 |
| Draw Down(%) | NA | 13.3 | 13.3 | 15.0 | 31.3 | 33.8 | NA | NA | 51.8 | 15.0 | 6.1 | 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 | 14.7 | 12.5 | 13.0 | 15.8 | 16.7 | NA | NA | 16.5 | 15.1 | 10.6 | 12.6 | 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 | -0.01 | 0.08 | 0.07 | -0.02 | 0.06 | NA | NA | 0.06 | 0.11 | 0.03 | 0.12 | -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 | -0.08 | -0.05 | -0.03 | -0.03 | -0.01 | NA | NA | 0.01 | -0.05 | 0.0 | 0.0 | -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 | 0.67 | 0.72 | 0.81 | 0.89 | 0.93 | NA | NA | 0.83 | 0.94 | 0.73 | 0.91 | 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 | 0.69 | 0.67 | 0.74 | 0.72 | 0.81 | NA | NA | 0.8 | 0.79 | 0.69 | 0.77 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.1 | 12.5 | 9.1 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 49.8 | 42.8 | 1600.4 | 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 09/07/1993
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