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MFS Global Total Return I (MFWIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.020.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.22%
5-Year Average Return4.98%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)18.48%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return18.48%
Worst 3-Yr Total Return2.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMFWIXCategory
YTD3.16%8.60%
1-Month3.11%0.11%
3-Month3.28%4.82%
1-Year12.62%25.33%
3-Year1.09%8.02%
5-Year6.09%8.06%
10-Year4.79%6.03%
Last Bull Market15.76%13.54%
Last Bear Market-9.99%-13.20%

Annual Total Return (%) History

Year
MFWIXCategory
2024
N/AN/A
2023
10.49%N/A
2022
-10.58%N/A
2021
8.54%N/A
2020
9.58%6.18%
2019
18.48%16.10%
2018
-6.95%-8.26%
2017
15.45%14.79%
2016
5.61%6.04%
2015
-1.31%-4.15%
2014
3.71%1.54%
2013
16.28%10.07%
2012
11.28%10.74%
2011
2.49%-3.99%
2010
8.15%10.58%
2009
14.62%24.37%
2008
-15.29%-28.98%
2007
8.98%11.39%
2006
17.09%16.61%
2005
3.55%6.56%
2004
16.77%15.24%
2003
22.82%25.32%
2002
0.45%-2.16%
2001
-6.48%-3.23%
2000
1.77%0.23%
1999
8.15%21.83%
1998
18.31%9.68%
1997
N/A13.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.28%N/AN/AN/A
20232.80%1.64%-3.45%9.52%
2022-4.34%-9.99%-6.13%10.64%
20212.13%3.69%-0.74%3.25%
2020-14.05%10.94%4.33%10.15%
20197.55%3.80%1.29%4.78%
2018-0.61%-2.36%2.17%-6.15%
20174.36%4.31%2.98%2.99%
20163.72%2.78%2.27%-3.12%
20150.94%-0.61%-4.09%2.55%
20141.71%3.52%-2.55%1.08%
20134.94%1.09%4.88%4.50%
20126.47%-1.43%5.49%0.51%
20113.24%2.65%-7.77%4.86%
20101.65%-6.78%9.47%4.26%
2009-9.86%12.32%12.22%0.88%
2008-0.55%-2.79%-7.51%-5.26%
20072.06%2.45%3.41%0.79%
20064.77%2.33%3.49%5.53%
2005-0.70%-0.64%4.24%0.67%
20042.92%-0.04%2.37%10.88%
2003-1.99%11.33%1.69%10.70%
20020.60%1.18%-5.90%4.87%
2001-6.34%1.54%-4.50%2.96%
20001.22%0.96%-1.84%1.46%
1999-2.75%2.07%0.14%8.79%
19988.33%2.61%-3.31%10.09%
19978.82%5.11%-0.11%N/A

Rank In Category (By Total Return)

YTD75
1-Month56
3-Month47
1-Year62
3-Year53
5-Year46

Load Adjusted Returns

1-Year12.62%
3-Year1.09%
5-Year6.09%
10-Year4.79%