MFWJX Performance — MFS Global Total Return Fund, Class R4
Data updated: 2026-09-28
MFWJX returned +8.33% year to date and +15.50% over one year to Jul 2026. Annualised returns are +10.79% over 3 years and +5.58% over 5 years. The fund beat its Moderate Allocation category average: $100 invested three years ago grew to $136, against $134 for the category, and to $116 over one year, against $112. Volatility over the past three years was 9.11% a year. In the 12 months to Jul 2026 the fund lost a net $60.2M, and assets reached $1.24B.
MFWJX Growth of $100
What $100 invested in MFS Global Total Return Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Moderate Allocation category average over the same months.
| Period | MFWJX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $116 | $112 |
| 3 years (Aug 2023 – Jul 2026) | $136 | $134 |
| 5 years (Aug 2021 – Jul 2026) | $131 | $129 |
| Since data start (Aug 2019 – Jul 2026) | $163 | $154 |
MFWJX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.33% |
| 1 year | +15.50% |
| 3 years (annualised) | +10.79% |
| 5 years (annualised) | +5.58% |
MFWJX Annual Returns
Calendar-year total returns of MFS Global Total Return Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +8.33% |
| 2025 | +16.00% |
| 2024 | +4.27% |
| 2023 | +10.52% |
| 2022 | −10.62% |
| 2021 | +8.56% |
| 2020 | +9.56% |
| 2019 (Aug–Dec) | +5.99% |
MFWJX 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 | +3.5% | +2.8% | −4.9% | +3.2% | +0.9% | −0.2% | +2.9% | — | — | — | — | — |
| 2025 | +2.4% | +1.7% | −0.3% | +0.6% | +2.3% | +2.6% | −0.8% | +3.1% | +1.0% | −0.7% | +1.7% | +1.4% |
| 2024 | −1.0% | +0.9% | +3.4% | −3.1% | +3.1% | −0.9% | +3.9% | +2.3% | +1.0% | −2.6% | +1.6% | −4.0% |
| 2023 | +4.9% | −3.2% | +1.3% | +1.8% | −3.2% | +3.2% | +1.9% | −1.9% | −3.4% | −2.2% | +6.3% | +5.4% |
| 2022 | −1.8% | −2.3% | −0.3% | −5.4% | +1.6% | −6.4% | +4.1% | −3.5% | −6.6% | +4.6% | +7.5% | −1.7% |
| 2021 | −0.9% | +1.0% | +2.1% | +2.5% | +2.3% | −1.1% | +1.1% | +0.9% | −2.7% | +2.2% | −2.1% | +3.2% |
| 2020 | −0.8% | −4.5% | −9.3% | +6.2% | +2.5% | +1.8% | +3.3% | +2.3% | −1.3% | −1.5% | +8.4% | +3.2% |
| 2019 | — | — | — | — | — | — | — | +0.1% | +1.1% | +1.4% | +1.1% | +2.2% |
MFWJX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 9.11%
- 3-year Sharpe ratio: 0.69 (vs 4.5% risk-free rate)
- Best month: +6.26% (Nov 2023)
- Worst month: −4.85% (Mar 2026)
MFWJX Fund Flows
Monthly money in and out of MFS Global Total Return Fund, from SEC Form N-PORT.
- 12-month net flow: −$60.2M
- 12-month gross sales (incl. reinvestments): $240.8M
- Sales ÷ redemptions: 0.80×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $9.8M | $25.3M | −$15.5M |
| Jun 2026 | $16.9M | $24.5M | −$7.7M |
| May 2026 | $8.0M | $21.7M | −$13.7M |
| Apr 2026 | $9.8M | $23.7M | −$13.9M |
| Mar 2026 | $20.2M | $30.5M | −$10.3M |
| Feb 2026 | $13.9M | $23.9M | −$10.0M |
| Jan 2026 | $12.5M | $23.7M | −$11.2M |
| Dec 2025 | $97.6M | $44.4M | $53.2M |
| Nov 2025 | $10.6M | $21.8M | −$11.2M |
| Oct 2025 | $12.9M | $22.8M | −$9.9M |
| Sep 2025 | $20.4M | $22.1M | −$1.7M |
| Aug 2025 | $8.3M | $16.7M | −$8.5M |
MFWJX Assets Under Management
Net assets of MFS Global Total Return Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.24B |
| 2026-04-30 | $1.24B |
| 2026-01-31 | $1.27B |
| 2025-10-31 | $1.24B |
| 2025-07-31 | $1.23B |
| 2025-04-30 | $1.21B |
| 2025-01-31 | $1.24B |
| 2024-10-31 | $1.31B |
| 2024-07-31 | $1.33B |
| 2024-04-30 | $1.29B |
| 2024-01-31 | $1.33B |
| 2023-10-31 | $1.23B |
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.