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Mfs Series Trust Viii, Mfs Global Growth Fd Cl I: (MF: MWOIX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$65.65 USD
-0.06 (-0.09%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.92 | 66 |
| 3 months | 2.06 | 70 |
| 6 months | 16.55 | 62 |
| 1 Year | 12.49 | 52 |
| 3 Year | 2.76 | 44 |
| 5 Year | 10.01 | 22 |
| 10 Year | 9.93 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 148.35 |
| Bear Market (10/07 - 2/09) | -50.60 |
| Bull Market (2/09 - 3/21) | 583.80 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 18.32 |
| 5 Year | 11.89 |
| 10 Year | 10.53 |
| Since Inception | 8.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.31 | NA | NA | NA |
| 2023 | 8.65 | 6.13 | -5.62 | 11.11 |
| 2022 | -7.80 | -13.49 | -8.23 | 10.50 |
| 2021 | 3.42 | 7.52 | -1.57 | 8.42 |
| 2020 | -18.97 | 19.77 | 10.26 | 12.61 |
| 2019 | 14.98 | 5.65 | 2.65 | 8.78 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.92 | 20.92 | -19.12 | 18.66 | 20.51 | 35.66 | -4.69 | 31.66 | 5.33 | -1.81 | 4.28 |
| % Total Return Rel to Index | -3.08 | -3.49 | -0.02 | 0.50 | 6.44 | 10.46 | 5.73 | 11.54 | 0.00 | 0.94 | 1.35 |
| % Total Return Rel to Peer | -1.26 | 2.28 | 0.44 | 2.45 | 3.85 | 10.92 | 5.33 | 9.43 | -0.24 | 0.45 | 2.40 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.16 | 0.00 | 0.04 | 0.01 | 0.14 | 0.13 | 0.14 | 0.11 | 0.15 | 0.18 |
| % Yield | 0.00 | 0.24 | 0.00 | 0.05 | 0.02 | 0.26 | 0.32 | 0.31 | 0.33 | 0.43 | 0.49 |
| Capital Gains ($) | 0.00 | 1.20 | 1.78 | 3.96 | 1.78 | 0.87 | 1.81 | 1.39 | 0.52 | 1.79 | 1.37 |
| Expense Ratio | 0.00 | 0.97 | 0.97 | 0.97 | 0.97 | 1.06 | 1.13 | 1.10 | 1.18 | 1.20 | 1.20 |
* 1 = Top 20%, 5 = Bottom 20%