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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 (27 June 2024)29.79%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return29.79%
Worst 3-yr total return-1.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%