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MFS Global Equity R2 (MEQRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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46.10+0.12 (+0.26%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.16%
5-year average return7.45%
Number of years up15
Number of years down5
Best 1-yr total return (7 May 2024)30.90%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return30.90%
Worst 3-yr total return2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMEQRXCategory
YTD-0.20%12.08%
1-month-5.15%0.64%
3-month-0.36%6.49%
1-year2.92%38.01%
3-year-0.30%12.74%
5-year6.26%12.82%
10-year6.66%9.05%
Last bull market20.72%18.82%
Last bear market-15.15%-20.53%

Annual total return (%) history

Year
MEQRXCategory
2024
N/AN/A
2023
13.93%N/A
2022
-18.16%N/A
2021
16.75%N/A
2020
13.57%12.96%
2019
29.89%25.26%
2018
-10.05%-10.06%
2017
23.29%22.28%
2016
6.81%6.93%
2015
-1.93%-0.92%
2014
3.50%3.67%
2013
27.18%24.08%
2012
23.10%14.39%
2011
-4.60%-7.19%
2010
11.51%14.49%
2009
30.90%34.45%
2008
-34.24%-41.13%
2007
8.56%12.16%
2006
23.71%19.88%
2005
6.95%10.91%
2004
17.85%16.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.21%N/AN/AN/A
20237.10%3.09%-6.94%10.89%
2022-7.44%-15.15%-8.04%13.33%
20213.69%7.61%-1.14%5.84%
2020-21.91%17.20%8.25%14.64%
201914.53%5.39%0.39%7.20%
2018-2.12%-0.12%4.81%-12.21%
20177.72%7.01%2.59%4.25%
20161.95%0.53%4.94%-0.69%
20152.86%-0.28%-7.87%3.77%
20140.50%3.93%-4.01%3.22%
20138.71%0.27%8.20%7.83%
201214.53%-5.44%7.29%5.93%
20113.40%4.07%-18.04%8.17%
20102.79%-12.65%13.80%9.14%
2009-12.11%18.81%18.60%5.69%
2008-5.41%-4.30%-11.09%-18.29%
20071.73%5.49%2.25%-1.07%
20067.21%1.61%6.08%7.06%
2005-1.16%-1.78%7.06%2.91%
20043.68%2.00%-1.12%12.69%

Rank in category (by total return)

YTD89
1-month96
3-month96
1-year94
3-year94
5-year82

Load adjusted returns

1-year2.92%
3-year-0.30%
5-year6.26%
10-year6.66%