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MFS Global Growth R4 (MWOJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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62.04+0.09 (+0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.12%
5-Year Average Return11.19%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (May 6, 2024)40.14%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return40.14%
Worst 3-Yr Total Return2.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMWOJXCategory
YTD1.91%9.95%
1-Month-4.14%2.98%
3-Month2.05%8.22%
1-Year12.49%40.81%
3-Year2.75%19.17%
5-Year10.00%18.49%
10-Year9.94%11.83%
Last Bull Market21.58%21.12%
Last Bear Market-13.48%-20.34%

Annual Total Return (%) History

Year
MWOJXCategory
2024
N/AN/A
2023
20.92%N/A
2022
-19.12%N/A
2021
18.66%N/A
2020
20.52%32.67%
2019
35.70%30.40%
2018
-4.73%-7.79%
2017
31.68%30.22%
2016
5.36%2.42%
2015
-1.81%1.26%
2014
4.29%2.65%
2013
21.12%26.44%
2012
19.76%18.01%
2011
-6.47%-6.80%
2010
11.65%15.68%
2009
40.14%39.03%
2008
-39.11%-41.58%
2007
12.99%12.98%
2006
17.21%18.96%
2005
N/A11.74%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.32%N/AN/AN/A
20238.65%6.12%-5.61%11.11%
2022-7.81%-13.48%-8.24%10.50%
20213.42%7.54%-1.58%8.41%
2020-18.97%19.76%10.29%12.60%
201915.02%5.65%2.63%8.81%
20181.10%2.02%4.81%-11.87%
20179.99%7.16%4.59%6.81%
20163.70%1.12%4.73%-4.06%
20152.05%0.52%-8.40%4.50%
20140.30%4.63%-4.23%3.77%
20135.80%-1.11%8.71%6.49%
201214.93%-6.73%6.98%4.43%
20111.76%2.74%-16.86%7.60%
20102.08%-12.57%12.99%10.71%
2009-7.93%20.57%18.12%6.88%
2008-8.79%-0.24%-16.29%-20.06%
20072.01%7.30%2.91%0.31%
20066.72%-2.49%3.95%8.36%
20058.28%4.33%N/AN/A

Rank In Category (By Total Return)

YTD73
1-Month48
3-Month75
1-Year72
3-Year32
5-Year42

Load Adjusted Returns

1-Year12.49%
3-Year2.75%
5-Year10.00%
10-Year9.94%