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Mfs Global Real Estate Fund Class R6: (MF: MGLRX)
(NASDAQ Mutual Funds) As of Feb 9, 2026 05:57 PM ET
$16.99 USD
+0.17 (1.01%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.67 | 52 |
| 3 months | -0.89 | 43 |
| 6 months | 0.48 | 66 |
| 1 Year | 3.67 | 52 |
| 3 Year | 3.92 | 89 |
| 5 Year | 1.27 | 88 |
| 10 Year | 4.89 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 3.67 |
| 5 Year | 1.26 |
| 10 Year | 4.89 |
| Since Inception | 5.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.80 | 4.01 | 1.38 | -0.89 |
| 2024 | -0.47 | -3.78 | 13.60 | -10.65 |
| 2023 | 2.12 | 0.56 | -6.95 | 16.55 |
| 2022 | -7.20 | -15.94 | -12.53 | 7.10 |
| 2021 | 4.57 | 10.30 | 0.63 | 11.87 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.67 | -2.81 | 11.37 | -26.93 | 29.87 | 2.22 | 26.47 | -3.53 | 12.94 | 7.48 |
| % Total Return Rel to Index | -14.54 | -27.83 | -14.86 | -8.72 | 1.19 | -16.18 | -5.01 | 0.85 | -8.85 | -4.45 |
| % Total Return Rel to Peer | -1.38 | -6.45 | 0.18 | -4.81 | -1.48 | 6.17 | 1.02 | 2.91 | 4.17 | 2.99 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 3.00 | 1.00 | 3.00 | 1.00 | 1.00 | 1.00 |
| % Dividends | 0.53 | 0.42 | 0.32 | 0.10 | 0.36 | 0.18 | 1.02 | 0.38 | 0.38 | 0.62 |
| % Yield | 3.14 | 2.51 | 2.38 | 0.62 | 1.53 | 0.99 | 5.53 | 2.46 | 2.24 | 3.84 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.84 | 0.12 | 0.00 | 0.00 | 0.09 | 0.29 | 0.81 |
| Expense Ratio | 0.85 | 0.85 | 0.85 | 0.82 | 0.85 | 0.88 | 0.92 | 1.01 | 1.02 | 1.03 |
* 1 = Top 20%, 5 = Bottom 20%