MGWRX Performance — MFS Global Growth Fund, Class R2
Data updated: 2026-09-28
MGWRX returned −0.52% year to date and +2.01% over one year to Jul 2026. Annualised returns are +6.40% over 3 years and +3.34% over 5 years. The fund trailed its Global Large Growth category average: $100 invested three years ago grew to $120, against $152 for the category, and to $102 over one year, against $113. Volatility over the past three years was 12.24% a year. In the 12 months to Jul 2026 the fund lost a net $83.8M, and assets reached $821.28M.
MGWRX Growth of $100
What $100 invested in MFS Global Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Growth category average over the same months.
| Period | MGWRX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $102 | $113 |
| 3 years (Aug 2023 – Jul 2026) | $120 | $152 |
| 5 years (Aug 2021 – Jul 2026) | $118 | $139 |
| Since data start (Aug 2019 – Jul 2026) | $177 | $214 |
MGWRX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −0.52% |
| 1 year | +2.01% |
| 3 years (annualised) | +6.40% |
| 5 years (annualised) | +3.34% |
MGWRX Annual Returns
Calendar-year total returns of MFS Global Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | −0.52% |
| 2025 | +6.89% |
| 2024 | +10.42% |
| 2023 | +20.30% |
| 2022 | −19.51% |
| 2021 | +18.07% |
| 2020 | +19.92% |
| 2019 (Aug–Dec) | +9.78% |
MGWRX 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 | −0.9% | −0.9% | −7.7% | +6.6% | +0.8% | −0.9% | +3.0% | — | — | — | — | — |
| 2025 | +3.2% | −1.8% | −4.9% | −0.2% | +4.7% | +2.9% | +0.5% | +0.4% | +1.0% | +1.0% | −0.2% | +0.3% |
| 2024 | −0.2% | +4.4% | +1.9% | −4.2% | +4.1% | +0.9% | +2.1% | +2.1% | +2.6% | −3.7% | +3.4% | −3.0% |
| 2023 | +7.6% | −3.8% | +4.8% | +0.8% | −1.1% | +6.3% | +2.0% | −2.0% | −5.7% | −2.9% | +9.8% | +4.0% |
| 2022 | −5.5% | −3.9% | +1.4% | −7.3% | −0.1% | −6.7% | +7.4% | −4.9% | −10.3% | +4.7% | +9.8% | −4.0% |
| 2021 | −1.3% | +2.1% | +2.5% | +5.4% | +0.7% | +1.2% | +2.7% | +1.1% | −5.3% | +5.6% | −3.0% | +5.7% |
| 2020 | −1.1% | −7.5% | −11.5% | +11.0% | +4.9% | +2.8% | +6.3% | +5.1% | −1.4% | −2.2% | +9.7% | +4.8% |
| 2019 | — | — | — | — | — | — | — | −0.6% | +1.6% | +1.2% | +3.8% | +3.4% |
MGWRX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 12.24%
- 3-year Sharpe ratio: 0.16 (vs 4.5% risk-free rate)
- Best month: +9.83% (Nov 2023)
- Worst month: −7.66% (Mar 2026)
MGWRX Fund Flows
Monthly money in and out of MFS Global Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$83.8M
- 12-month gross sales (incl. reinvestments): $185.5M
- Sales ÷ redemptions: 0.69×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $10.6M | $20.6M | −$10.0M |
| Jun 2026 | $11.6M | $25.1M | −$13.6M |
| May 2026 | $8.7M | $25.0M | −$16.3M |
| Apr 2026 | $10.3M | $23.5M | −$13.2M |
| Mar 2026 | $9.7M | $37.7M | −$28.0M |
| Feb 2026 | $10.8M | $22.6M | −$11.8M |
| Jan 2026 | $35.2M | $20.1M | $15.1M |
| Dec 2025 | $55.1M | $20.3M | $34.8M |
| Nov 2025 | $6.8M | $15.8M | −$9.1M |
| Oct 2025 | $13.6M | $25.2M | −$11.6M |
| Sep 2025 | $7.0M | $19.2M | −$12.2M |
| Aug 2025 | $6.1M | $14.1M | −$8.0M |
MGWRX Assets Under Management
Net assets of MFS Global Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $821.28M |
| 2026-04-30 | $837.36M |
| 2026-01-31 | $915.89M |
| 2025-10-31 | $929.36M |
| 2025-07-31 | $937.60M |
| 2025-04-30 | $895.16M |
| 2025-01-31 | $988.74M |
| 2024-10-31 | $963.78M |
| 2024-07-31 | $987.84M |
| 2024-04-30 | $934.99M |
| 2024-01-31 | $910.70M |
| 2023-10-31 | $783.64M |
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.