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MFS Global Real Estate C (MGLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.15+0.05 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.72%
5-year average return0.51%
Number of years up6
Number of years down3
Best 1-yr total return (2 July 2024)28.49%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return28.49%
Worst 3-yr total return-2.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGLCXCategory
YTD-4.72%14.32%
1-month-0.06%0.73%
3-month-4.04%8.73%
1-year2.72%32.33%
3-year-5.31%7.75%
5-year1.03%6.57%
10-year3.62%6.49%
Last bull market21.30%23.44%
Last bear market-16.19%-20.52%

Annual total return (%) history

Year
MGLCXCategory
2024
N/AN/A
2023
10.11%N/A
2022
-27.74%N/A
2021
28.49%N/A
2020
1.16%-5.43%
2019
25.11%23.45%
2018
-4.67%-7.11%
2017
11.79%15.12%
2016
6.40%1.97%
2015
-0.37%-0.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.71%-4.04%N/AN/A
20231.81%0.32%-7.20%16.18%
2022-7.45%-16.19%-12.80%6.82%
20214.33%9.97%0.39%11.55%
2020-22.56%12.69%4.82%10.58%
201914.23%2.55%4.34%2.37%
2018-4.22%5.75%-0.35%-5.56%
20172.81%3.21%1.04%4.27%
20166.45%4.49%0.90%-5.20%
20152.68%-5.32%-1.64%4.19%

Rank in category (by total return)

YTD78
1-month57
3-month82
1-year84
3-year69
5-year32

Load adjusted returns

1-year1.72%
3-year-5.31%
5-year1.03%
10-year3.62%