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MFS Global Real Estate B (MGLDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.33+0.08 (+0.49%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.28%
5-year average return1.53%
Number of years up6
Number of years down3
Best 1-yr total return (13 May 2024)28.50%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return28.50%
Worst 3-yr total return-2.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGLDXCategory
YTD-8.38%14.32%
1-month-7.68%0.73%
3-month-4.11%8.73%
1-year-2.65%32.33%
3-year-5.45%7.75%
5-year0.76%6.57%
10-year3.76%6.49%
Last bull market21.33%23.44%
Last bear market-16.20%-20.52%

Annual total return (%) history

Year
MGLDXCategory
2024
N/AN/A
2023
10.15%N/A
2022
-27.76%N/A
2021
28.50%N/A
2020
1.15%-5.43%
2019
25.10%23.45%
2018
-4.65%-7.11%
2017
11.74%15.12%
2016
6.44%1.97%
2015
-0.33%-0.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.76%N/AN/AN/A
20231.80%0.32%-7.18%16.21%
2022-7.47%-16.20%-12.77%6.80%
20214.32%9.95%0.39%11.59%
2020-22.59%12.76%4.75%10.63%
201914.21%2.55%4.33%2.38%
2018-4.31%5.84%-0.34%-5.53%
20172.80%3.20%1.03%4.25%
20166.45%4.49%0.80%-5.07%
20152.68%-5.32%-1.64%4.24%

Rank in category (by total return)

YTD94
1-month95
3-month93
1-year82
3-year62
5-year24

Load adjusted returns

1-year-6.54%
3-year-6.34%
5-year0.40%
10-year3.76%