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Mfs Global Growth Fund Class C: (MF: MWOCX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$49.75 USD
-0.34 (-0.68%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.66 | 61 |
| 3 months | 0.56 | 57 |
| 6 months | 6.66 | 61 |
| 1 Year | 11.28 | 66 |
| 3 Year | 2.77 | 53 |
| 5 Year | 9.75 | 39 |
| 10 Year | 9.03 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 136.16 |
| Bear Market (10/07 - 2/09) | -51.22 |
| Bull Market (2/09 - 3/21) | 491.40 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 10.17 |
| 5 Year | 9.74 |
| 10 Year | 9.03 |
| Since Inception | 7.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.06 | 0.56 | NA | NA |
| 2023 | 8.35 | 5.87 | -5.85 | 10.82 |
| 2022 | -8.02 | -13.70 | -8.48 | 10.26 |
| 2021 | 3.17 | 7.25 | -1.82 | 8.14 |
| 2020 | -19.15 | 19.45 | 10.00 | 12.32 |
| 2019 | 14.70 | 5.40 | 2.39 | 8.48 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.66 | 19.68 | -19.91 | 17.49 | 19.32 | 34.29 | -5.64 | 30.36 | 4.29 | -2.78 | 3.25 |
| % Total Return Rel to Index | -5.37 | -4.72 | -0.81 | -0.66 | 5.25 | 9.09 | 4.78 | 10.24 | -1.04 | -0.02 | 0.32 |
| % Total Return Rel to Peer | -1.33 | 1.04 | -0.34 | 1.28 | 2.65 | 9.55 | 4.38 | 8.13 | -1.28 | -0.51 | 1.36 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 | 1.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 2.07 | 2.13 | 2.08 | 2.19 | 2.19 | 2.19 |
* 1 = Top 20%, 5 = Bottom 20%