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MFS Global Real Estate R4 (MGLMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.22+0.10 (+0.62%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.25%
5-Year Average Return2.05%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)29.79%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return29.79%
Worst 3-Yr Total Return-1.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMGLMXCategory
YTD-4.31%14.32%
1-Month4.11%0.73%
3-Month-0.67%8.73%
1-Year7.35%32.33%
3-Year-3.86%7.75%
5-Year2.50%6.57%
10-Year4.85%6.49%
Last Bull Market21.79%23.44%
Last Bear Market-15.99%-20.52%

Annual Total Return (%) History

Year
MGLMXCategory
2024
N/AN/A
2023
11.25%N/A
2022
-27.02%N/A
2021
29.79%N/A
2020
2.17%-5.43%
2019
26.36%23.45%
2018
-3.79%-7.11%
2017
12.94%15.12%
2016
7.57%1.97%
2015
0.63%-0.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.47%N/AN/AN/A
20232.13%0.51%-6.97%16.50%
2022-7.22%-15.99%-12.57%7.08%
20214.58%10.22%0.64%11.88%
2020-22.43%13.05%5.09%10.85%
201914.46%2.80%4.64%2.63%
2018-4.05%6.03%-0.11%-5.32%
20173.03%3.53%1.25%4.57%
20166.76%4.78%1.09%-4.88%
20152.98%-5.12%-1.38%4.42%

Rank In Category (By Total Return)

YTD87
1-Month46
3-Month95
1-Year71
3-Year41
5-Year12

Load Adjusted Returns

1-Year7.35%
3-Year-3.86%
5-Year2.50%
10-Year4.85%