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Mfs Global Growth Fund Class R3: (MF: MWOHX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$62.58 USD
-0.42 (-0.67%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.05 | 57 |
| 3 months | 0.76 | 54 |
| 6 months | 7.05 | 57 |
| 1 Year | 12.13 | 62 |
| 3 Year | 3.55 | 45 |
| 5 Year | 10.58 | 29 |
| 10 Year | 9.85 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.76 |
| Bull Market (2/09 - 3/21) | 563.62 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 12.13 |
| 5 Year | 10.57 |
| 10 Year | 9.85 |
| Since Inception | 9.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.24 | 0.76 | NA | NA |
| 2023 | 8.58 | 6.05 | -5.67 | 11.03 |
| 2022 | -7.86 | -13.54 | -8.29 | 10.44 |
| 2021 | 3.34 | 7.47 | -1.63 | 8.34 |
| 2020 | -19.00 | 19.67 | 10.20 | 12.54 |
| 2019 | 14.92 | 5.59 | 2.58 | 8.72 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.05 | 20.61 | -19.32 | 18.36 | 20.21 | 35.34 | -4.93 | 31.32 | 5.06 | -2.03 | 4.02 |
| % Total Return Rel to Index | -4.98 | -3.79 | -0.22 | 0.20 | 6.14 | 10.13 | 5.49 | 11.20 | -0.26 | 0.72 | 1.09 |
| % Total Return Rel to Peer | -0.94 | 1.97 | 0.24 | 2.15 | 3.54 | 10.59 | 5.09 | 9.09 | -0.51 | 0.23 | 2.14 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.07 | 0.01 | 0.09 | 0.09 |
| % Yield | 0.00 | 0.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.16 | 0.05 | 0.28 | 0.27 |
| Capital Gains ($) | 0.00 | 1.20 | 1.78 | 3.96 | 1.78 | 0.87 | 1.81 | 1.39 | 0.52 | 1.79 | 1.37 |
| Expense Ratio | 1.22 | 1.22 | 1.22 | 1.22 | 1.22 | 1.33 | 1.38 | 1.34 | 1.44 | 1.45 | 1.44 |
* 1 = Top 20%, 5 = Bottom 20%