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Mfs Global Total Return Fund Class B: (MF: MFWBX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$18.20 USD
+0.09 (0.50%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.67 | 98 |
| 3 months | -1.26 | 97 |
| 6 months | 1.67 | 98 |
| 1 Year | 7.00 | 97 |
| 3 Year | 0.14 | 94 |
| 5 Year | 3.94 | 92 |
| 10 Year | 3.57 | 94 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 90.00 |
| Bear Market (10/07 - 2/09) | -29.92 |
| Bull Market (2/09 - 3/21) | 174.66 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 2.72 |
| 5 Year | 3.51 |
| 10 Year | 3.57 |
| Since Inception | 6.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.97 | -1.26 | NA | NA |
| 2023 | 2.56 | 1.36 | -3.66 | 9.24 |
| 2022 | -4.58 | -10.22 | -6.40 | 10.40 |
| 2021 | 1.87 | 3.44 | -1.00 | 3.02 |
| 2020 | -14.25 | 10.62 | 4.06 | 9.90 |
| 2019 | 7.31 | 3.48 | 1.08 | 4.51 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.67 | 9.41 | -11.49 | 7.47 | 8.49 | 17.33 | -7.82 | 14.27 | 4.54 | -2.26 | 2.64 |
| % Total Return Rel to Index | -13.63 | -16.83 | 6.71 | -21.20 | -9.91 | -14.16 | -3.42 | -7.52 | -7.39 | -3.65 | -11.00 |
| % Total Return Rel to Peer | -5.48 | -4.54 | 2.26 | -5.71 | -2.78 | -1.43 | -2.25 | 1.12 | -1.81 | 0.06 | -2.77 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 4.00 | 5.00 | 3.00 | 5.00 | 4.00 | 5.00 |
| % Dividends | 0.05 | 0.16 | 0.00 | 0.11 | 0.17 | 0.16 | 0.12 | 0.10 | 0.08 | 0.01 | 0.20 |
| % Yield | 0.27 | 1.05 | 0.00 | 0.52 | 0.84 | 0.80 | 0.70 | 0.52 | 0.47 | 0.05 | 1.15 |
| Capital Gains ($) | 0.00 | 0.32 | 0.42 | 1.62 | 1.03 | 0.51 | 0.28 | 0.24 | 0.00 | 0.62 | 0.18 |
| Expense Ratio | 1.83 | 1.85 | 1.84 | 1.84 | 1.84 | 1.84 | 1.84 | 1.84 | 1.87 | 1.88 | 1.92 |
* 1 = Top 20%, 5 = Bottom 20%