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Mfs Global Growth Fund Cl R2: (MF: MGWRX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$59.70 USD
-0.40 (-0.67%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.91 | 58 |
| 3 months | 0.69 | 55 |
| 6 months | 6.91 | 58 |
| 1 Year | 11.84 | 64 |
| 3 Year | 3.29 | 47 |
| 5 Year | 10.30 | 33 |
| 10 Year | 9.57 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.08 |
| Bull Market (2/09 - 3/21) | 538.54 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 11.84 |
| 5 Year | 10.29 |
| 10 Year | 9.57 |
| Since Inception | 8.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.18 | 0.69 | NA | NA |
| 2023 | 8.50 | 6.00 | -5.73 | 10.97 |
| 2022 | -7.90 | -13.60 | -8.34 | 10.37 |
| 2021 | 3.28 | 7.41 | -1.70 | 8.27 |
| 2020 | -19.07 | 19.62 | 10.13 | 12.47 |
| 2019 | 14.85 | 5.53 | 2.49 | 8.65 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.91 | 20.31 | -19.51 | 18.05 | 19.91 | 34.98 | -5.18 | 31.01 | 4.81 | -2.29 | 3.76 |
| % Total Return Rel to Index | -5.12 | -4.09 | -0.41 | -0.10 | 5.84 | 9.78 | 5.24 | 10.89 | -0.51 | 0.47 | 0.84 |
| % Total Return Rel to Peer | -1.08 | 1.67 | 0.05 | 1.85 | 3.24 | 10.24 | 4.84 | 8.78 | -0.76 | -0.01 | 1.88 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 |
| Capital Gains ($) | 0.00 | 1.20 | 1.78 | 3.96 | 1.78 | 0.87 | 1.81 | 1.39 | 0.52 | 1.79 | 1.37 |
| Expense Ratio | 1.47 | 1.47 | 1.47 | 1.47 | 1.47 | 1.58 | 1.63 | 1.58 | 1.69 | 1.70 | 1.70 |
* 1 = Top 20%, 5 = Bottom 20%