Mfs Global Total Return Fund Class C: (MF: MFWCX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$17.84 USD
+0.09 (0.51%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 1.66 | 98 |
3 months | -1.29 | 97 |
6 months | 1.66 | 98 |
1 Year | 6.94 | 97 |
3 Year | 0.13 | 95 |
5 Year | 3.93 | 92 |
10 Year | 3.56 | 95 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 90.04 |
Bear Market (10/07 - 2/09) | -29.93 |
Bull Market (2/09 - 3/21) | 174.69 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 5.86 |
5 Year | 3.93 |
10 Year | 3.56 |
Since Inception | 7.00 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 2.99 | -1.29 | NA | NA |
2023 | 2.61 | 1.40 | -3.72 | 9.24 |
2022 | -4.61 | -10.19 | -6.39 | 10.32 |
2021 | 1.90 | 3.45 | -1.01 | 3.03 |
2020 | -14.25 | 10.61 | 4.12 | 9.84 |
2019 | 7.36 | 3.48 | 1.05 | 4.52 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 1.66 | 9.45 | -11.54 | 7.51 | 8.48 | 17.35 | -7.85 | 14.32 | 4.49 | -2.28 | 2.65 |
% Total Return Rel to Index | -13.63 | -16.79 | 6.66 | -21.17 | -9.92 | -14.13 | -3.46 | -7.47 | -7.44 | -3.67 | -10.99 |
% Total Return Rel to Peer | -5.48 | -4.51 | 2.21 | -5.67 | -2.79 | -1.40 | -2.28 | 1.16 | -1.85 | 0.04 | -2.76 |
% Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 4.00 | 5.00 | 3.00 | 5.00 | 4.00 | 5.00 |
% Dividends | 0.05 | 0.17 | 0.00 | 0.11 | 0.18 | 0.16 | 0.12 | 0.10 | 0.08 | 0.01 | 0.21 |
% Yield | 0.30 | 1.13 | 0.00 | 0.55 | 0.87 | 0.82 | 0.73 | 0.55 | 0.50 | 0.06 | 1.20 |
Capital Gains ($) | 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%