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Mfs Global New Discovery Fd Cl R1: (MF: GLNJX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$19.95 USD
-0.14 (-0.70%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.41 | 92 |
| 3 months | -4.14 | 95 |
| 6 months | -0.41 | 92 |
| 1 Year | 5.25 | 87 |
| 3 Year | -4.22 | 91 |
| 5 Year | 4.42 | 91 |
| 10 Year | 5.67 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 5.25 |
| 5 Year | 4.41 |
| 10 Year | 5.67 |
| Since Inception | 8.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.89 | -4.14 | NA | NA |
| 2023 | 7.80 | 2.89 | -5.03 | 11.28 |
| 2022 | -13.00 | -18.49 | -9.50 | 12.80 |
| 2021 | -0.72 | 7.59 | 1.18 | 2.75 |
| 2020 | -22.57 | 24.00 | 10.89 | 15.16 |
| 2019 | 14.57 | 4.58 | -1.61 | 9.60 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.41 | 17.23 | -27.60 | 11.05 | 22.62 | 29.21 | -9.24 | 28.47 | 5.73 | 1.50 | -7.02 |
| % Total Return Rel to Index | -12.45 | -7.17 | -8.51 | -7.10 | 8.55 | 4.01 | 1.18 | 8.35 | 0.40 | 4.26 | -9.95 |
| % Total Return Rel to Peer | -8.41 | -1.40 | -8.04 | -5.15 | 5.95 | 4.47 | 0.78 | 6.24 | 0.15 | 3.78 | -8.90 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.59 | 0.90 | 0.58 | 1.88 | 0.58 | 0.00 | 0.00 | 0.64 |
| Expense Ratio | 2.10 | 2.10 | 2.10 | 2.09 | 2.24 | 2.26 | 2.25 | 2.25 | 2.25 | 2.25 | 2.25 |
* 1 = Top 20%, 5 = Bottom 20%