Nasdaq - Delayed Quote • USD
MFS Global Growth B (MWOBX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.82% |
| 5y Average Return | 9.34% |
| Number of Years Up | 22 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Apr 24, 2024) | 38.67% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 38.67% |
| Worst 3Y Total Return | 1.54% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MWOBX
Category
- YTD
- 6.07%
- 9.95%
- 1-Month
- 1.88%
- 2.98%
- 3-Month
- 6.07%
- 8.22%
- 1-Year
- 17.14%
- 40.81%
- 3-Year
- 5.00%
- 19.17%
- 5-Year
- 10.79%
- 18.49%
- 10-Year
- 9.44%
- 11.83%
- Last Bull Market
- 31.86%
- 21.12%
- Last Bear Market
- -13.71%
- -20.34%
Annual Total Return (%) History
Year
MWOBX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.07% | -- | -- | -- |
| 2023 | 8.37% | 5.85% | -5.85% | 10.82% |
| 2022 | -8.03% | -13.71% | -8.46% | 10.24% |
| 2021 | 3.15% | 7.26% | -1.82% | 8.13% |
| 2020 | -19.17% | 19.47% | 10.00% | 12.34% |
| 2019 | 14.71% | 5.41% | 2.39% | 8.52% |
| 2018 | 0.87% | 1.75% | 4.54% | -12.08% |
| 2017 | 9.75% | 6.89% | 4.32% | 6.55% |
| 2016 | 3.42% | 0.87% | 4.46% | -4.31% |
| 2015 | 1.81% | 0.26% | -8.64% | 4.26% |
| 2014 | 0.03% | 4.38% | -4.48% | 3.54% |
| 2013 | 5.53% | -1.35% | 8.45% | 6.23% |
| 2012 | 14.67% | -6.96% | 6.69% | 4.19% |
| 2011 | 1.53% | 2.52% | -17.10% | 7.32% |
| 2010 | 1.87% | -12.81% | 12.74% | 10.39% |
| 2009 | -8.16% | 20.19% | 17.89% | 6.57% |
| 2008 | -9.04% | -0.50% | -16.48% | -20.24% |
| 2007 | 1.79% | 7.05% | 2.67% | 0.11% |
| 2006 | 6.49% | -2.74% | 3.73% | 8.12% |
| 2005 | -2.53% | -0.88% | 7.96% | 4.13% |
| 2004 | 2.58% | 0.36% | -2.09% | 13.35% |
| 2003 | -4.66% | 16.21% | 5.76% | 13.54% |
| 2002 | -0.07% | -9.86% | -15.71% | 5.07% |
| 2001 | -16.18% | 4.93% | -19.86% | 12.39% |
| 2000 | 8.41% | -9.05% | -3.50% | -9.79% |
| 1999 | 3.03% | 8.46% | 1.07% | 44.37% |
| 1998 | 15.22% | -3.48% | -17.04% | 20.72% |
| 1997 | -1.69% | 15.04% | 6.73% | -6.54% |
| 1996 | 5.50% | 6.52% | -0.67% | 0.79% |
| 1995 | -1.11% | 5.66% | 8.60% | 1.71% |
| 1994 | 0.68% | -1.67% | 7.48% | -4.13% |
Rank in Category (By Total Return)
| YTD | 79 |
| 1-Month | 73 |
| 3-Month | 79 |
| 1-Year | 77 |
| 3-Year | 45 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | 13.14% |
| 3-Year | 4.09% |
| 5-Year | 10.52% |
| 10-Year | 9.44% |
Performance & Risk
| YTD Return | 2.82% |
| 5y Average Return | 9.34% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | MFS |
| Net Assets | 976.25M |
| YTD Return | 6.07% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 02, 1997 |
Fund Summary
The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies).
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