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Mfs Global Growth Fund - Class R6: (MF: MWOKX)
(NASDAQ Mutual Funds) As of Jul 24, 2024 08:00 PM ET
$65.00 USD
-1.26 (-1.90%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.22 | 55 |
| 3 months | 0.83 | 53 |
| 6 months | 7.22 | 55 |
| 1 Year | 12.51 | 61 |
| 3 Year | 3.89 | 42 |
| 5 Year | 10.94 | 25 |
| 10 Year | 10.21 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 12.50 |
| 5 Year | 10.94 |
| 10 Year | 10.21 |
| Since Inception | 10.83 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.33 | 0.83 | NA | NA |
| 2023 | 8.64 | 6.14 | -5.58 | 11.13 |
| 2022 | -7.77 | -13.47 | -8.23 | 10.56 |
| 2021 | 3.42 | 7.55 | -1.56 | 8.43 |
| 2020 | -18.95 | 19.77 | 10.30 | 12.64 |
| 2019 | 14.99 | 5.68 | 2.65 | 8.82 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.22 | 20.99 | -19.03 | 18.73 | 20.61 | 35.76 | -4.62 | 31.74 | 5.43 | -1.70 | 4.34 |
| % Total Return Rel to Index | -4.81 | -3.41 | 0.06 | 0.57 | 6.54 | 10.56 | 5.80 | 11.62 | 0.09 | 1.06 | 1.41 |
| % Total Return Rel to Peer | -0.77 | 2.35 | 0.53 | 2.52 | 3.94 | 11.02 | 5.40 | 9.51 | -0.14 | 0.57 | 2.46 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.20 | 0.00 | 0.09 | 0.05 | 0.16 | 0.16 | 0.18 | 0.12 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.30 | 0.00 | 0.12 | 0.08 | 0.30 | 0.40 | 0.41 | 0.35 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.20 | 1.78 | 3.96 | 1.78 | 0.87 | 1.81 | 1.39 | 0.52 | 2.00 | 1.57 |
| Expense Ratio | 0.89 | 0.89 | 0.89 | 0.89 | 0.89 | 0.99 | 1.06 | 1.05 | 1.12 | 1.11 | 1.12 |
* 1 = Top 20%, 5 = Bottom 20%