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Mfs Global Real Estate Fund Class A: (MF: MGLAX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$15.58 USD
+0.17 (1.10%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.53 | 37 |
| 3 months | -0.53 | 37 |
| 6 months | 15.80 | 30 |
| 1 Year | 8.16 | 50 |
| 3 Year | -0.16 | 69 |
| 5 Year | 3.14 | 46 |
| 10 Year | 5.65 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 2.28 |
| 5 Year | 1.99 |
| 10 Year | 5.06 |
| Since Inception | 8.25 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -0.53 | NA | NA | NA |
| 2023 | 2.00 | 0.44 | -7.00 | 16.42 |
| 2022 | -7.28 | -16.04 | -12.62 | 7.05 |
| 2021 | 4.53 | 10.14 | 0.59 | 11.78 |
| 2020 | -22.47 | 12.94 | 5.04 | 10.77 |
| 2019 | 14.42 | 2.68 | 4.53 | 2.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.53 | 10.92 | -27.17 | 29.47 | 1.88 | 26.03 | -3.88 | 12.61 | 7.19 | 0.45 | 15.01 |
| % Total Return Rel to Index | -11.09 | -15.32 | -8.97 | 0.79 | -16.52 | -5.45 | 0.51 | -9.18 | -4.74 | -0.93 | 1.37 |
| % Total Return Rel to Peer | 0.17 | -0.26 | -5.05 | -1.88 | 5.83 | 0.58 | 2.56 | 3.84 | 2.71 | 0.13 | -4.67 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 3.00 | 1.00 | 3.00 | 1.00 | 2.00 | 1.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.26 | 0.04 | 0.29 | 0.13 | 0.97 | 0.33 | 0.34 | 0.58 | 0.32 | 0.41 |
| % Yield | 0.00 | 1.50 | 0.23 | 1.24 | 0.72 | 5.24 | 2.12 | 2.05 | 3.64 | 1.99 | 2.41 |
| Capital Gains ($) | 0.00 | 0.00 | 0.84 | 0.12 | 0.00 | 0.00 | 0.09 | 0.29 | 0.81 | 0.76 | 0.26 |
| Expense Ratio | 0.00 | 1.19 | 1.17 | 1.18 | 1.21 | 1.25 | 1.35 | 1.35 | 1.33 | 1.24 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%