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MFS Low Volatility Global Equity R4 (MVGMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.01+0.07 (+0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.53%
5-year average return8.06%
Number of years up8
Number of years down2
Best 1-yr total return (4 Jul 2024)20.59%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return20.59%
Worst 3-yr total return4.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVGMXCategory
YTD7.51%12.08%
1-month0.81%0.64%
3-month1.47%6.49%
1-year13.36%38.01%
3-year6.19%12.74%
5-year8.19%12.82%
10-year7.83%9.05%
Last bull market16.58%18.82%
Last bear market-9.11%-20.53%

Annual total return (%) history

Year
MVGMXCategory
2024
N/AN/A
2023
13.64%N/A
2022
-8.11%N/A
2021
16.84%N/A
2020
5.44%12.96%
2019
20.59%25.26%
2018
-2.38%-10.06%
2017
18.49%22.28%
2016
5.83%6.93%
2015
1.39%-0.92%
2014
10.00%3.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.95%1.47%N/AN/A
20234.00%3.63%-2.98%8.68%
2022-2.79%-9.11%-6.45%11.18%
20212.46%6.92%0.11%6.53%
2020-17.96%11.31%5.93%8.99%
20199.16%3.09%2.19%4.86%
2018-1.51%1.08%5.55%-7.09%
20175.50%4.93%2.07%4.86%
20163.83%3.81%0.77%-2.57%
20153.20%-1.02%-5.74%5.32%
20142.96%4.06%-1.47%4.20%

Rank in category (by total return)

YTD62
1-month59
3-month51
1-year65
3-year24
5-year68

Load adjusted returns

1-year13.36%
3-year6.19%
5-year8.19%
10-year7.83%