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Sun MFS Glob Ttl Rtn-Inv Ser F (0P00015IQX.TO)

Toronto - Toronto Delayed price. Currency in CAD
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16.14+0.03 (+0.20%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.11%
5-year average return5.72%
Number of years up6
Number of years down2
Best 1-yr total return (23 May 2024)14.47%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return14.47%
Worst 3-yr total return2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00015IQX.TOCategory
YTD3.53%0.00%
1-month-2.09%0.00%
3-month3.21%0.00%
1-year7.03%0.00%
3-year3.73%0.00%
5-year4.93%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00015IQX.TOCategory
2024
N/AN/A
2023
7.95%N/A
2022
-5.33%N/A
2021
7.87%N/A
2020
5.83%N/A
2019
14.47%N/A
2018
-2.31%N/A
2017
7.58%N/A
2016
3.08%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.74%N/AN/AN/A
20232.60%0.46%-1.74%6.60%
2022-4.54%-6.98%-1.38%8.10%
20211.69%2.14%0.72%3.11%
2020-8.90%7.47%2.22%5.75%
20196.49%1.93%2.48%2.91%
20180.10%-0.24%1.28%-3.42%
20173.11%1.70%-0.15%2.74%
2016-1.84%2.51%2.61%-0.17%
20150.17%4.79%N/AN/A

Rank in category (by total return)

YTD24
1-month67
3-month16
1-year34
3-year12
5-year21

Load adjusted returns

1-year7.03%
3-year3.73%
5-year4.93%
10-yearN/A