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Mfs Global Growth Fund Class R4: (MF: MWOJX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$63.66 USD
-0.43 (-0.67%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.18 | 56 |
| 3 months | 0.81 | 54 |
| 6 months | 7.18 | 56 |
| 1 Year | 12.41 | 61 |
| 3 Year | 3.80 | 43 |
| 5 Year | 10.85 | 26 |
| 10 Year | 10.12 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.57 |
| Bull Market (2/09 - 3/21) | 589.12 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 12.41 |
| 5 Year | 10.85 |
| 10 Year | 10.12 |
| Since Inception | 9.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.32 | 0.81 | NA | NA |
| 2023 | 8.65 | 6.11 | -5.61 | 11.11 |
| 2022 | -7.80 | -13.47 | -8.24 | 10.50 |
| 2021 | 3.42 | 7.54 | -1.58 | 8.40 |
| 2020 | -18.96 | 19.75 | 10.28 | 12.60 |
| 2019 | 15.02 | 5.64 | 2.62 | 8.79 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.18 | 20.92 | -19.11 | 18.66 | 20.51 | 35.68 | -4.72 | 31.65 | 5.35 | -1.81 | 4.30 |
| % Total Return Rel to Index | -4.85 | -3.49 | -0.02 | 0.49 | 6.44 | 10.48 | 5.70 | 11.53 | 0.02 | 0.94 | 1.37 |
| % Total Return Rel to Peer | -0.81 | 2.28 | 0.44 | 2.45 | 3.84 | 10.94 | 5.30 | 9.42 | -0.22 | 0.45 | 2.42 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.16 | 0.00 | 0.04 | 0.01 | 0.14 | 0.13 | 0.14 | 0.09 | 0.17 | 0.18 |
| % Yield | 0.00 | 0.25 | 0.00 | 0.06 | 0.01 | 0.27 | 0.34 | 0.34 | 0.28 | 0.51 | 0.51 |
| Capital Gains ($) | 0.00 | 1.20 | 1.78 | 3.96 | 1.78 | 0.87 | 1.81 | 1.39 | 0.52 | 1.79 | 1.37 |
| Expense Ratio | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 1.06 | 1.13 | 1.09 | 1.20 | 1.20 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%