Canada markets closed

MFS Global Total Return R3 (MFWHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
17.200.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.08%
5-Year Average Return4.71%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)18.17%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return18.17%
Worst 3-Yr Total Return1.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMFWHXCategory
YTD3.02%8.60%
1-Month3.08%0.11%
3-Month3.20%4.82%
1-Year12.33%25.33%
3-Year0.84%8.02%
5-Year5.82%8.06%
10-Year4.53%6.03%
Last Bull Market15.58%13.54%
Last Bear Market-10.07%-13.20%

Annual Total Return (%) History

Year
MFWHXCategory
2024
N/AN/A
2023
10.22%N/A
2022
-10.81%N/A
2021
8.30%N/A
2020
9.27%6.18%
2019
18.17%16.10%
2018
-7.14%-8.26%
2017
15.19%14.79%
2016
5.32%6.04%
2015
-1.56%-4.15%
2014
3.49%1.54%
2013
16.05%10.07%
2012
10.94%10.74%
2011
2.30%-3.99%
2010
7.84%10.58%
2009
14.36%24.37%
2008
-15.57%-28.98%
2007
8.54%11.39%
2006
16.63%16.61%
2005
N/A6.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.19%N/AN/AN/A
20232.72%1.61%-3.54%9.47%
2022-4.40%-10.07%-6.19%10.60%
20212.11%3.64%-0.84%3.20%
2020-14.10%10.85%4.28%10.05%
20197.49%3.71%1.27%4.67%
2018-0.61%-2.47%2.15%-6.22%
20174.34%4.22%2.95%2.89%
20163.64%2.70%2.18%-3.16%
20150.82%-0.66%-4.14%2.53%
20141.64%3.44%-2.60%1.06%
20134.92%1.02%4.80%4.47%
20126.45%-1.56%5.39%0.44%
20113.17%2.65%-7.86%4.84%
20101.58%-6.81%9.35%4.17%
2009-9.86%12.18%12.09%0.89%
2008-0.62%-2.91%-7.60%-5.30%
20071.91%2.41%3.30%0.68%
20064.70%2.23%3.31%5.47%
20054.08%0.63%N/AN/A

Rank In Category (By Total Return)

YTD77
1-Month58
3-Month53
1-Year65
3-Year60
5-Year52

Load Adjusted Returns

1-Year12.33%
3-Year0.84%
5-Year5.82%
10-Year4.53%