Back to top
Mfs Global Total Return Fund Class R4: (MF: MFWJX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$17.68 USD
+0.13 (0.74%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.24 | 96 |
| 3 months | -1.01 | 93 |
| 6 months | 2.24 | 96 |
| 1 Year | 8.08 | 92 |
| 3 Year | 1.16 | 79 |
| 5 Year | 4.98 | 81 |
| 10 Year | 4.61 | 77 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -28.49 |
| Bull Market (2/09 - 3/21) | 219.94 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 8.08 |
| 5 Year | 4.97 |
| 10 Year | 4.61 |
| Since Inception | 6.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.28 | -1.01 | NA | NA |
| 2023 | 2.82 | 1.67 | -3.46 | 9.49 |
| 2022 | -4.32 | -10.01 | -6.16 | 10.61 |
| 2021 | 2.15 | 3.68 | -0.78 | 3.30 |
| 2020 | -14.03 | 10.92 | 4.33 | 10.14 |
| 2019 | 7.58 | 3.80 | 1.27 | 4.78 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.24 | 10.51 | -10.63 | 8.57 | 9.57 | 18.52 | -6.95 | 15.47 | 5.59 | -1.27 | 3.64 |
| % Total Return Rel to Index | -13.06 | -15.73 | 7.57 | -20.10 | -8.82 | -12.96 | -2.56 | -6.32 | -6.33 | -2.66 | -10.00 |
| % Total Return Rel to Peer | -4.91 | -3.44 | 3.12 | -4.60 | -1.70 | -0.24 | -1.38 | 2.32 | -0.75 | 1.05 | -1.77 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 4.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 | 5.00 |
| % Dividends | 0.14 | 0.34 | 0.04 | 0.32 | 0.37 | 0.35 | 0.31 | 0.25 | 0.22 | 0.09 | 0.37 |
| % Yield | 0.79 | 2.12 | 0.24 | 1.55 | 1.80 | 1.78 | 1.81 | 1.34 | 1.32 | 0.54 | 2.19 |
| Capital Gains ($) | 0.00 | 0.32 | 0.42 | 1.62 | 1.03 | 0.51 | 0.28 | 0.24 | 0.00 | 0.62 | 0.18 |
| Expense Ratio | 0.83 | 0.86 | 0.84 | 0.84 | 0.84 | 0.84 | 0.84 | 0.84 | 0.87 | 0.88 | 0.92 |
* 1 = Top 20%, 5 = Bottom 20%