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Mfs Global Growth Fund Class B: (MF: MWOBX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$50.53 USD
-0.35 (-0.69%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.66 | 61 |
| 3 months | 0.56 | 57 |
| 6 months | 6.66 | 61 |
| 1 Year | 11.29 | 66 |
| 3 Year | 2.77 | 53 |
| 5 Year | 9.75 | 39 |
| 10 Year | 9.03 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 136.07 |
| Bear Market (10/07 - 2/09) | -51.24 |
| Bull Market (2/09 - 3/21) | 491.48 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 6.84 |
| 5 Year | 9.30 |
| 10 Year | 9.03 |
| Since Inception | 7.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.07 | 0.56 | NA | NA |
| 2023 | 8.37 | 5.85 | -5.85 | 10.81 |
| 2022 | -8.02 | -13.71 | -8.46 | 10.24 |
| 2021 | 3.15 | 7.25 | -1.81 | 8.13 |
| 2020 | -19.17 | 19.46 | 10.00 | 12.34 |
| 2019 | 14.71 | 5.41 | 2.38 | 8.50 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.66 | 19.68 | -19.91 | 17.46 | 19.33 | 34.33 | -5.66 | 30.36 | 4.27 | -2.79 | 3.28 |
| % Total Return Rel to Index | -5.37 | -4.72 | -0.81 | -0.70 | 5.25 | 9.13 | 4.76 | 10.24 | -1.05 | -0.03 | 0.35 |
| % Total Return Rel to Peer | -1.33 | 1.04 | -0.34 | 1.25 | 2.66 | 9.59 | 4.36 | 8.13 | -1.29 | -0.51 | 1.40 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 | 1.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.20 | 1.78 | 3.96 | 1.78 | 0.87 | 1.81 | 1.39 | 0.52 | 1.79 | 1.37 |
| Expense Ratio | 1.97 | 1.97 | 1.97 | 1.97 | 1.97 | 2.08 | 2.13 | 2.08 | 2.19 | 2.19 | 2.19 |
* 1 = Top 20%, 5 = Bottom 20%