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MFS Low Volatility Global Equity R3 (MVGLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.72+0.03 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.89%
5-year average return8.17%
Number of years up8
Number of years down2
Best 1-yr total return (9 May 2024)20.19%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return20.19%
Worst 3-yr total return3.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVGLXCategory
YTD3.29%12.08%
1-month-2.45%0.64%
3-month1.81%6.49%
1-year9.21%38.01%
3-year5.69%12.74%
5-year7.46%12.82%
10-year7.53%9.05%
Last bull market16.56%18.82%
Last bear market-9.16%-20.53%

Annual total return (%) history

Year
MVGLXCategory
2024
N/AN/A
2023
13.41%N/A
2022
-8.34%N/A
2021
16.53%N/A
2020
5.25%12.96%
2019
20.19%25.26%
2018
-2.55%-10.06%
2017
18.06%22.28%
2016
5.65%6.93%
2015
1.16%-0.92%
2014
9.70%3.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.89%N/AN/AN/A
20233.94%3.56%-3.04%8.65%
2022-2.85%-9.16%-6.51%11.08%
20212.39%6.85%0.05%6.46%
2020-17.93%11.15%5.86%9.00%
20199.01%3.10%2.05%4.79%
2018-1.57%1.02%5.48%-7.09%
20175.37%4.87%2.01%4.74%
20163.86%3.65%0.71%-2.55%
20153.14%-1.09%-5.78%5.24%
20142.88%3.90%-1.44%4.13%

Rank in category (by total return)

YTD59
1-month8
3-month81
1-year77
3-year17
5-year68

Load adjusted returns

1-year9.21%
3-year5.69%
5-year7.46%
10-year7.53%