UK markets closed

MFS Global Real Estate I (MGLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.48+0.02 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.72%
5-year average return2.55%
Number of years up11
Number of years down3
Best 1-yr total return (15 May 2024)29.74%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return29.74%
Worst 3-yr total return-1.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGLIXCategory
YTD-8.10%14.32%
1-month-7.61%0.73%
3-month-3.89%8.73%
1-year-1.69%32.33%
3-year-4.51%7.75%
5-year1.76%6.57%
10-year4.79%6.49%
Last bull market21.75%23.44%
Last bear market-15.99%-20.52%

Annual total return (%) history

Year
MGLIXCategory
2024
N/AN/A
2023
11.25%N/A
2022
-27.02%N/A
2021
29.74%N/A
2020
2.17%-5.43%
2019
26.34%23.45%
2018
-3.69%-7.11%
2017
12.94%15.12%
2016
7.49%1.97%
2015
0.58%-0.92%
2014
15.23%11.67%
2013
5.00%2.92%
2012
29.68%31.78%
2011
-6.89%-10.10%
2010
15.55%17.22%
2009
N/A37.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.53%N/AN/AN/A
20232.07%0.57%-6.98%16.52%
2022-7.22%-15.99%-12.58%7.11%
20214.52%10.28%0.64%11.84%
2020-22.43%13.05%5.09%10.86%
201914.46%2.80%4.64%2.61%
2018-4.02%5.98%0.00%-5.32%
20173.11%3.41%1.36%4.50%
20166.74%4.74%1.09%-4.89%
20153.03%-5.15%-1.39%4.37%
20143.48%8.14%-3.98%7.24%
20135.65%-3.40%2.42%0.45%
201212.73%1.72%5.60%7.09%
20113.38%2.44%-17.90%7.08%
20102.65%-9.55%18.77%4.79%
200935.29%26.91%6.18%N/A

Rank in category (by total return)

YTD87
1-month94
3-month86
1-year67
3-year43
5-year10

Load adjusted returns

1-year-1.69%
3-year-4.51%
5-year1.76%
10-year4.79%