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MFS Global Real Estate R3 (MGLLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.98-0.12 (-0.75%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.61%
5-year average return1.73%
Number of years up7
Number of years down2
Best 1-yr total return (25 Jun 2024)29.46%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return29.46%
Worst 3-yr total return-1.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGLLXCategory
YTD-4.37%14.32%
1-month4.12%0.73%
3-month-0.74%8.73%
1-year7.17%32.33%
3-year-4.10%7.75%
5-year2.25%6.57%
10-year4.60%6.49%
Last bull market21.69%23.44%
Last bear market-16.03%-20.52%

Annual total return (%) history

Year
MGLLXCategory
2024
N/AN/A
2023
10.98%N/A
2022
-27.24%N/A
2021
29.46%N/A
2020
1.95%-5.43%
2019
26.01%23.45%
2018
-3.95%-7.11%
2017
12.61%15.12%
2016
7.27%1.97%
2015
0.46%-0.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.53%N/AN/AN/A
20232.06%0.44%-6.99%16.39%
2022-7.30%-16.03%-12.64%7.00%
20214.52%10.16%0.59%11.77%
2020-22.46%12.97%5.02%10.81%
201914.43%2.74%4.52%2.55%
2018-4.06%5.92%-0.11%-5.37%
20173.03%3.29%1.37%4.40%
20166.75%4.56%1.09%-4.93%
20152.98%-5.21%-1.42%4.40%

Rank in category (by total return)

YTD87
1-month46
3-month96
1-year73
3-year48
5-year15

Load adjusted returns

1-year7.17%
3-year-4.10%
5-year2.25%
10-year4.60%