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Mfs Low Volatility Global Equity Fund Cl A: (MF: MVGAX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$17.88 USD
-0.02 (-0.11%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.26 | 50 |
| 3 months | 6.28 | 87 |
| 6 months | 10.26 | 50 |
| 1 Year | 15.37 | 42 |
| 3 Year | 13.40 | 60 |
| 5 Year | 11.56 | 47 |
| 10 Year | 8.62 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 9.09 |
| 5 Year | 10.31 |
| 10 Year | 8.01 |
| Since Inception | 7.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.74 | 6.28 | NA | NA |
| 2024 | 5.89 | 1.40 | 8.97 | -3.99 |
| 2023 | 3.94 | 3.57 | -2.97 | 8.60 |
| 2022 | -2.85 | -9.16 | -6.51 | 10.98 |
| 2021 | 2.45 | 6.85 | 0.05 | 6.47 |
| 2020 | -18.01 | 11.25 | 5.78 | 8.82 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.26 | 12.35 | 13.44 | -8.44 | 16.63 | 5.00 | 20.30 | -2.65 | 18.13 | 5.71 | 1.10 |
| % Total Return Rel to Index | 0.51 | -6.87 | -10.96 | 10.65 | -1.52 | -9.06 | -4.90 | 7.77 | -1.98 | 0.38 | 3.86 |
| % Total Return Rel to Peer | -0.32 | -0.02 | -5.19 | 11.12 | 0.43 | -11.66 | -4.44 | 7.37 | -4.09 | 0.14 | 3.38 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 3.00 | 5.00 | 5.00 | 1.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.15 | 0.25 | 0.19 | 0.18 | 0.18 | 0.18 | 0.28 | 0.20 | 0.23 | 0.15 | 0.18 |
| % Yield | 0.80 | 1.38 | 1.43 | 1.17 | 1.00 | 1.16 | 1.81 | 1.47 | 1.65 | 1.31 | 1.55 |
| Capital Gains ($) | 0.00 | 0.99 | 0.07 | 0.34 | 1.29 | 0.00 | 0.09 | 0.38 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.99 | 1.01 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 1.17 | 1.19 | 1.23 |
* 1 = Top 20%, 5 = Bottom 20%