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MFS Global Real Estate R1 (MGLJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.99+0.04 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.00%
5-year average return0.70%
Number of years up6
Number of years down3
Best 1-yr total return (1 Jul 2024)28.52%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return28.52%
Worst 3-yr total return-2.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGLJXCategory
YTD-4.71%14.32%
1-month4.03%0.73%
3-month-0.93%8.73%
1-year6.29%32.33%
3-year-4.82%7.75%
5-year1.47%6.57%
10-year3.81%6.49%
Last bull market21.36%23.44%
Last bear market-16.15%-20.52%

Annual total return (%) history

Year
MGLJXCategory
2024
N/AN/A
2023
10.16%N/A
2022
-27.78%N/A
2021
28.52%N/A
2020
1.15%-5.43%
2019
25.11%23.45%
2018
-4.70%-7.11%
2017
11.86%15.12%
2016
6.34%1.97%
2015
-0.28%-0.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.71%N/AN/AN/A
20231.88%0.26%-7.19%16.20%
2022-7.49%-16.15%-12.82%6.80%
20214.31%10.01%0.40%11.56%
2020-22.62%12.81%4.79%10.58%
201914.25%2.51%4.37%2.36%
2018-4.27%5.78%-0.34%-5.57%
20172.90%3.17%1.14%4.18%
20166.40%4.56%0.79%-5.17%
20152.68%-5.32%-1.64%4.29%

Rank in category (by total return)

YTD93
1-month53
3-month99
1-year86
3-year64
5-year29

Load adjusted returns

1-year6.29%
3-year-4.82%
5-year1.47%
10-year3.81%