Back

MFS GLOBAL TOTAL RETURN FUND A

Ticker: MFWTX ISIN: US5529861016
Add to portfolio Portfolio analysis in 2min
Mutual Fund
Fund size
$1.36B
Category
World Allocation
$18.93 0.42%
Price as of 2026-08-21 · NMFQS

Performance by timeframe

Rolling returns
1 Month +3.33%
6 Months +4.53%
1 Year +13.84%
5 Years +5.57% p.a.+31.12%
10 Years +6.52% p.a.+88.06%
Since inception +7.12% p.a.+457.03%
Calendar year returns
YTD +10.20%
2025 +15.73%
2024 +3.92%
2023 +10.29%
2022 -10.86%
2021 +8.32%

Key stats

AUM
1.36B
1Y return
13.84%
Volatility (1Y)
7.24%
52-week range
16.49 - 18.93
Section 1

Fund overview

Fund profile data from fundamentals.

Domicile USA
Section 2

Performance & risk

Historical return and risk indicators over fixed windows.

Returns

1M return 3.33%
6M return 4.53%
1Y return 13.84%
5Y return 31.12%

Risk

Volatility (1Y) 7.24%
52-week range 16.49 - 18.93

Details

Instrument metadata and source update timestamps.

Symbol MFWTX
Name MFS GLOBAL TOTAL RETURN FUND A
Asset type MUTUAL_FUND
Exchange NMFQS
Currency USD
ISIN US5529861016
Country USA
Code + exchange MFWTX.NMFQS
Last price date 2025-03-28
Fundamentals updated 2025-03-31

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.

Instrument logos provided by Elbstream.