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Mfs Global Total Return Fund Class R3: (MF: MFWHX)

(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET

$17.55 USD

+0.02 (0.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 2.08 96
3 months -1.07 94
6 months 2.08 96
1 Year 7.80 94
3 Year 0.89 84
5 Year 4.72 84
10 Year 4.36 82

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -28.80
Bull Market (2/09 - 3/21) 208.36

Load Adjusted Returns as of Jun 30, 2024

1 Year 7.80
5 Year 4.71
10 Year 4.36
Since Inception 5.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 3.19 -1.07 NA NA
2023 2.71 1.61 -3.53 9.47
2022 -4.40 -10.06 -6.19 10.59
2021 2.10 3.64 -0.84 3.20
2020 -14.10 10.85 4.28 10.06
2019 7.49 3.70 1.27 4.67

Annual Return

20242023202220212020201920182017201620152014
% Total Return 2.0810.22-10.808.299.2818.17-7.1115.195.32-1.533.46
% Total Return Rel to Index -13.22-16.027.40-20.38-9.11-13.31-2.72-6.59-6.61-2.92-10.18
% Total Return Rel to Peer -5.07-3.732.95-4.88-1.98-0.58-1.542.04-1.020.79-1.95
% Perf Quintile vs Peer* 0.005.001.005.004.004.004.002.004.004.005.00
% Dividends 0.120.300.000.270.320.300.260.210.180.040.33
% Yield 0.691.890.001.321.591.561.551.121.110.291.95
Capital Gains ($) 0.000.320.421.621.030.510.280.240.000.620.18
Expense Ratio 1.081.101.091.091.091.091.091.091.121.131.17

* 1 = Top 20%, 5 = Bottom 20%