MEQRX Performance — MFS Global Equity Fund, Class R2
Data updated: 2026-09-28
MEQRX returned +4.60% year to date and +10.64% over one year to Jul 2026. Annualised returns are +8.06% over 3 years and +3.46% over 5 years. The fund trailed its Global Large Blend category average: $100 invested three years ago grew to $126, against $152 for the category, and to $111 over one year, against $118. Volatility over the past three years was 13.14% a year. In the 12 months to Jul 2026 the fund lost a net $544.6M, and assets reached $1.46B.
MEQRX Growth of $100
What $100 invested in MFS Global Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Blend category average over the same months.
| Period | MEQRX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $111 | $118 |
| 3 years (Aug 2023 – Jul 2026) | $126 | $152 |
| 5 years (Aug 2021 – Jul 2026) | $119 | $148 |
| Since data start (Aug 2019 – Jul 2026) | $165 | $203 |
MEQRX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.60% |
| 1 year | +10.64% |
| 3 years (annualised) | +8.06% |
| 5 years (annualised) | +3.46% |
MEQRX Annual Returns
Calendar-year total returns of MFS Global Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +4.60% |
| 2025 | +13.11% |
| 2024 | +5.22% |
| 2023 | +13.95% |
| 2022 | −18.16% |
| 2021 | +16.74% |
| 2020 | +13.58% |
| 2019 (Aug–Dec) | +7.45% |
MEQRX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | −0.6% | −8.6% | +7.1% | +2.4% | −0.9% | +4.9% | — | — | — | — | — |
| 2025 | +6.3% | −0.6% | −4.2% | −0.1% | +4.3% | +2.5% | −1.1% | +2.4% | +0.1% | +0.3% | +1.1% | +1.7% |
| 2024 | +0.2% | +2.2% | +2.8% | −5.1% | +3.9% | −1.2% | +2.8% | +3.4% | +2.1% | −3.4% | +1.6% | −3.5% |
| 2023 | +7.4% | −2.8% | +2.6% | +3.1% | −4.9% | +5.1% | +1.8% | −2.6% | −6.2% | −3.4% | +9.1% | +5.2% |
| 2022 | −5.3% | −3.8% | +1.6% | −7.3% | +0.4% | −8.8% | +7.6% | −5.9% | −9.2% | +8.1% | +9.1% | −3.9% |
| 2021 | −3.2% | +3.0% | +4.0% | +5.7% | +2.5% | −0.7% | +2.5% | +1.0% | −4.5% | +4.2% | −4.3% | +6.1% |
| 2020 | −1.5% | −8.7% | −13.2% | +9.6% | +5.1% | +1.7% | +5.0% | +5.0% | −1.8% | −4.0% | +13.8% | +4.9% |
| 2019 | — | — | — | — | — | — | — | −0.5% | +0.8% | +1.4% | +3.0% | +2.7% |
MEQRX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 13.14%
- 3-year Sharpe ratio: 0.27 (vs 4.5% risk-free rate)
- Best month: +9.11% (Nov 2023)
- Worst month: −8.62% (Mar 2026)
MEQRX Fund Flows
Monthly money in and out of MFS Global Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$544.6M
- 12-month gross sales (incl. reinvestments): $531.4M
- Sales ÷ redemptions: 0.49×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $7.2M | $49.2M | −$42.0M |
| Jun 2026 | $8.3M | $61.2M | −$52.9M |
| May 2026 | $7.5M | $57.1M | −$49.5M |
| Apr 2026 | $10.6M | $64.8M | −$54.3M |
| Mar 2026 | $12.6M | $68.6M | −$56.1M |
| Feb 2026 | $11.4M | $132.4M | −$121.0M |
| Jan 2026 | $12.1M | $62.0M | −$49.8M |
| Dec 2025 | $329.0M | $291.2M | $37.9M |
| Nov 2025 | $16.1M | $60.8M | −$44.7M |
| Oct 2025 | $21.8M | $73.3M | −$51.6M |
| Sep 2025 | $14.8M | $44.8M | −$30.0M |
| Aug 2025 | $80.1M | $110.6M | −$30.5M |
MEQRX Assets Under Management
Net assets of MFS Global Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.46B |
| 2026-04-30 | $1.51B |
| 2026-01-31 | $1.79B |
| 2025-10-31 | $2.10B |
| 2025-07-31 | $2.15B |
| 2025-04-30 | $2.12B |
| 2025-01-31 | $2.33B |
| 2024-10-31 | $2.45B |
| 2024-07-31 | $2.49B |
| 2024-04-30 | $2.50B |
| 2024-01-31 | $2.59B |
| 2023-10-31 | $2.32B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.