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MFS Global Opportunistic Bd R6 (MGBOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.98+0.03 (+0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.48%
5-year average return1.02%
Number of years up5
Number of years down6
Best 1-yr total return (2 Jul 2024)11.12%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return11.12%
Worst 3-yr total return-4.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGBOXCategory
YTD-0.50%-1.39%
1-month0.78%0.50%
3-month-0.41%0.97%
1-year4.84%2.07%
3-year-1.38%4.59%
5-year1.09%3.00%
10-year0.92%3.32%
Last bull market9.27%3.92%
Last bear market-6.57%-0.05%

Annual total return (%) history

Year
MGBOXCategory
2024
N/AN/A
2023
8.89%N/A
2022
-10.89%N/A
2021
-2.90%N/A
2020
11.12%6.17%
2019
8.54%8.73%
2018
-2.06%0.68%
2017
8.02%3.73%
2016
2.73%4.13%
2015
-4.10%-0.05%
2014
-0.85%5.91%
2013
-8.05%-0.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.09%-0.41%N/AN/A
20233.50%-0.16%-2.72%8.31%
2022-4.82%-6.57%-2.12%2.37%
2021-4.24%2.06%-0.10%-0.55%
2020-3.14%5.95%3.48%4.64%
20192.90%4.08%0.85%0.49%
20181.23%-3.34%-0.76%0.86%
20172.00%2.90%1.80%1.10%
20165.98%3.05%1.42%-7.25%
2015-1.77%-1.98%0.34%-0.73%
20142.84%3.62%-4.31%-2.77%
2013-2.00%-5.91%0.87%-1.14%

Rank in category (by total return)

YTD72
1-month37
3-month72
1-year57
3-year34
5-year13

Load adjusted returns

1-year4.84%
3-year-1.38%
5-year1.09%
10-year0.92%