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Mfs Global New Discovery Fd Cl R2: (MF: GLNKX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$21.54 USD
-0.14 (-0.65%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.14 | 91 |
| 3 months | -4.02 | 94 |
| 6 months | -0.14 | 91 |
| 1 Year | 5.80 | 86 |
| 3 Year | -3.73 | 90 |
| 5 Year | 4.94 | 88 |
| 10 Year | 6.20 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 5.80 |
| 5 Year | 4.94 |
| 10 Year | 6.20 |
| Since Inception | 9.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.04 | -4.02 | NA | NA |
| 2023 | 8.02 | 2.95 | -4.89 | 11.40 |
| 2022 | -12.89 | -18.36 | -9.40 | 12.92 |
| 2021 | -0.59 | 7.74 | 1.31 | 2.87 |
| 2020 | -22.44 | 24.16 | 11.04 | 15.25 |
| 2019 | 14.75 | 4.67 | -1.48 | 9.72 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.14 | 17.83 | -27.25 | 11.62 | 23.25 | 29.83 | -8.78 | 29.11 | 6.29 | 1.97 | -6.50 |
| % Total Return Rel to Index | -12.18 | -6.58 | -8.15 | -6.53 | 9.18 | 4.62 | 1.64 | 8.99 | 0.95 | 4.73 | -9.43 |
| % Total Return Rel to Peer | -8.14 | -0.80 | -7.68 | -4.58 | 6.58 | 5.08 | 1.24 | 6.88 | 0.71 | 4.25 | -8.39 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 2.00 | 3.00 | 1.00 | 3.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.59 | 0.90 | 0.58 | 1.88 | 0.57 | 0.00 | 0.00 | 0.64 |
| Expense Ratio | 1.60 | 1.60 | 1.60 | 1.59 | 1.74 | 1.76 | 1.75 | 1.75 | 1.75 | 1.75 | 1.75 |
* 1 = Top 20%, 5 = Bottom 20%