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MFS Low Volatility Global Equity C (MVGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.72+0.05 (+0.30%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.97%
5-year average return7.22%
Number of years up8
Number of years down2
Best 1-yr total return (25 Jun 2024)19.34%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return19.34%
Worst 3-yr total return3.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVGCXCategory
YTD6.18%12.08%
1-month2.98%0.64%
3-month2.69%6.49%
1-year14.59%38.01%
3-year5.08%12.74%
5-year7.63%12.82%
10-year6.83%9.05%
Last bull market16.20%18.82%
Last bear market-9.37%-20.53%

Annual total return (%) history

Year
MVGCXCategory
2024
N/AN/A
2023
12.52%N/A
2022
-9.06%N/A
2021
15.75%N/A
2020
4.39%12.96%
2019
19.34%25.26%
2018
-3.30%-10.06%
2017
17.27%22.28%
2016
4.80%6.93%
2015
0.29%-0.92%
2014
9.00%3.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.73%N/AN/AN/A
20233.68%3.42%-3.19%8.39%
2022-3.02%-9.37%-6.70%10.90%
20212.27%6.65%-0.19%6.32%
2020-18.11%10.97%5.64%8.75%
20198.89%2.82%1.95%4.56%
2018-1.74%0.81%5.33%-7.32%
20175.24%4.64%1.81%4.59%
20163.65%3.47%0.59%-2.86%
20152.83%-1.23%-6.01%5.06%
20142.76%3.71%-1.66%4.00%

Rank in category (by total return)

YTD75
1-month84
3-month76
1-year82
3-year38
5-year88

Load adjusted returns

1-year13.59%
3-year5.08%
5-year7.63%
10-year6.83%