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MFS Global Real Estate R6 (MGLRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.25+0.10 (+0.62%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.24%
5-Year Average Return2.13%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)29.86%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return29.86%
Worst 3-Yr Total Return-1.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMGLRXCategory
YTD-4.30%14.32%
1-Month4.10%0.73%
3-Month-0.67%8.73%
1-Year7.49%32.33%
3-Year-3.78%7.75%
5-Year2.58%6.57%
10-Year4.93%6.49%
Last Bull Market21.92%23.44%
Last Bear Market-15.95%-20.52%

Annual Total Return (%) History

Year
MGLRXCategory
2024
N/AN/A
2023
11.38%N/A
2022
-26.95%N/A
2021
29.86%N/A
2020
2.22%-5.43%
2019
26.48%23.45%
2018
-3.57%-7.11%
2017
12.97%15.12%
2016
7.52%1.97%
2015
0.73%-0.92%
2014
15.23%11.67%
2013
5.00%2.92%
2012
N/A31.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.47%N/AN/AN/A
20232.12%0.57%-6.96%16.56%
2022-7.20%-15.95%-12.54%7.07%
20214.57%10.31%0.64%11.87%
2020-22.43%13.10%5.07%10.89%
201914.50%2.79%4.68%2.65%
2018-3.95%6.03%-0.06%-5.26%
20173.10%3.48%1.36%4.48%
20166.73%4.73%1.14%-4.91%
20153.03%-5.15%-1.39%4.53%
20143.48%8.14%-3.98%7.24%
20135.65%-3.40%2.42%0.45%
20127.09%N/AN/AN/A

Rank In Category (By Total Return)

YTD86
1-Month47
3-Month95
1-Year67
3-Year40
5-Year12

Load Adjusted Returns

1-Year7.49%
3-Year-3.78%
5-Year2.58%
10-Year4.93%