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Mfs Global Growth Fund Class R1: (MF: MWOGX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$49.61 USD
-0.34 (-0.68%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.66 | 61 |
| 3 months | 0.57 | 57 |
| 6 months | 6.66 | 61 |
| 1 Year | 11.27 | 66 |
| 3 Year | 2.77 | 53 |
| 5 Year | 9.75 | 39 |
| 10 Year | 9.02 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.25 |
| Bull Market (2/09 - 3/21) | 491.19 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 11.27 |
| 5 Year | 9.75 |
| 10 Year | 9.02 |
| Since Inception | 8.19 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.05 | 0.57 | NA | NA |
| 2023 | 8.37 | 5.86 | -5.87 | 10.82 |
| 2022 | -8.03 | -13.70 | -8.46 | 10.23 |
| 2021 | 3.16 | 7.27 | -1.82 | 8.12 |
| 2020 | -19.17 | 19.47 | 10.00 | 12.32 |
| 2019 | 14.71 | 5.41 | 2.39 | 8.50 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.66 | 19.69 | -19.91 | 17.47 | 19.31 | 34.35 | -5.65 | 30.35 | 4.26 | -2.76 | 3.25 |
| % Total Return Rel to Index | -5.38 | -4.72 | -0.81 | -0.69 | 5.24 | 9.15 | 4.76 | 10.23 | -1.06 | 0.00 | 0.33 |
| % Total Return Rel to Peer | -1.34 | 1.05 | -0.34 | 1.26 | 2.65 | 9.61 | 4.37 | 8.12 | -1.31 | -0.48 | 1.37 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 | 1.00 | 1.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 2.10 | 2.13 | 2.09 | 2.19 | 2.20 | 2.20 |
* 1 = Top 20%, 5 = Bottom 20%