Mfs Global Total Return Fund Class A: (MF: MFWTX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$17.65 USD
+0.14 (0.80%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.06 | 97 |
3 months | -1.07 | 94 |
6 months | 2.06 | 97 |
1 Year | 7.83 | 93 |
3 Year | 0.89 | 84 |
5 Year | 4.72 | 84 |
10 Year | 4.35 | 82 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 97.61 |
Bear Market (10/07 - 2/09) | -29.34 |
Bull Market (2/09 - 3/21) | 208.28 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 1.97 |
5 Year | 3.55 |
10 Year | 3.77 |
Since Inception | 7.44 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 3.17 | -1.07 | NA | NA |
2023 | 2.77 | 1.55 | -3.52 | 9.50 |
2022 | -4.38 | -10.08 | -6.17 | 10.55 |
2021 | 2.10 | 3.63 | -0.88 | 3.24 |
2020 | -14.11 | 10.88 | 4.26 | 10.08 |
2019 | 7.53 | 3.69 | 1.26 | 4.71 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.06 | 10.25 | -10.82 | 8.26 | 9.31 | 18.25 | -7.15 | 15.14 | 5.28 | -1.52 | 3.45 |
% Total Return Rel to Index | -13.23 | -15.98 | 7.38 | -20.41 | -9.09 | -13.23 | -2.76 | -6.64 | -6.65 | -2.90 | -10.18 |
% Total Return Rel to Peer | -5.08 | -3.70 | 2.93 | -4.92 | -1.96 | -0.51 | -1.58 | 1.99 | -1.06 | 0.81 | -1.96 |
% Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 4.00 | 4.00 | 4.00 | 2.00 | 4.00 | 4.00 | 5.00 |
% Dividends | 0.12 | 0.30 | 0.00 | 0.27 | 0.32 | 0.30 | 0.26 | 0.21 | 0.18 | 0.05 | 0.33 |
% Yield | 0.67 | 1.85 | 0.00 | 1.29 | 1.55 | 1.52 | 1.52 | 1.09 | 1.06 | 0.29 | 1.90 |
Capital Gains ($) | 0.00 | 0.32 | 0.42 | 1.62 | 1.03 | 0.51 | 0.28 | 0.24 | 0.00 | 0.62 | 0.18 |
Expense Ratio | 1.08 | 1.11 | 1.09 | 1.09 | 1.09 | 1.09 | 1.09 | 1.08 | 1.12 | 1.13 | 1.17 |
* 1 = Top 20%, 5 = Bottom 20%