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MFS Global Real Estate R6 (MGLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.03+0.12 (+0.75%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.54%
5-year average return2.20%
Number of years up9
Number of years down2
Best 1-yr total return (2 May 2024)29.86%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return29.86%
Worst 3-yr total return-1.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGLRXCategory
YTD-8.07%14.32%
1-month-7.64%0.73%
3-month-3.82%8.73%
1-year-1.60%32.33%
3-year-4.42%7.75%
5-year1.85%6.57%
10-year4.88%6.49%
Last bull market21.92%23.44%
Last bear market-15.95%-20.52%

Annual total return (%) history

Year
MGLRXCategory
2024
N/AN/A
2023
11.38%N/A
2022
-26.95%N/A
2021
29.86%N/A
2020
2.22%-5.43%
2019
26.48%23.45%
2018
-3.57%-7.11%
2017
12.97%15.12%
2016
7.52%1.97%
2015
0.73%-0.92%
2014
15.23%11.67%
2013
5.00%2.92%
2012
N/A31.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.47%N/AN/AN/A
20232.12%0.57%-6.96%16.56%
2022-7.20%-15.95%-12.54%7.07%
20214.57%10.31%0.64%11.87%
2020-22.43%13.10%5.07%10.89%
201914.50%2.79%4.68%2.65%
2018-3.95%6.03%-0.06%-5.26%
20173.10%3.48%1.36%4.48%
20166.73%4.73%1.14%-4.91%
20153.03%-5.15%-1.39%4.53%
20143.48%8.14%-3.98%7.24%
20135.65%-3.40%2.42%0.45%
20127.09%N/AN/AN/A

Rank in category (by total return)

YTD87
1-month94
3-month82
1-year66
3-year41
5-year9

Load adjusted returns

1-year-1.60%
3-year-4.42%
5-year1.85%
10-year4.88%