Nasdaq - Delayed Quote USD

MFS Global Real Estate A (MGLAX)

15.71 +0.13 (+0.83%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.93%
5y Average Return 2.06%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 29.49%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 29.49%
Worst 3Y Total Return -1.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MGLAX
Category
YTD
-0.53%
14.32%
1-Month
3.26%
0.73%
3-Month
-0.53%
8.73%
1-Year
8.16%
32.33%
3-Year
-0.17%
7.75%
5-Year
3.14%
6.57%
10-Year
5.64%
6.49%
Last Bull Market
38.79%
23.44%
Last Bear Market
-16.04%
-20.52%

Annual Total Return (%) History

Year
MGLAX
Category
2024
--
--
2023
10.92%
--
2022
-27.20%
--
2021
29.47%
--
2020
1.88%
-5.43%
2019
26.04%
23.45%
2018
-3.92%
-7.11%
2017
12.64%
15.12%

2016
7.23%
1.97%
2015
0.40%
-0.92%
2014
14.96%
11.67%
2013
4.74%
2.92%
2012
29.49%
31.78%
2011
-7.22%
-10.10%
2010
15.29%
17.22%
2009
--
37.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.53% -- -- --
2023 2.01% 0.44% -7.01% 16.42%
2022 -7.28% -16.04% -12.62% 7.03%
2021 4.54% 10.15% 0.59% 11.78%
2020 -22.48% 12.94% 5.04% 10.77%
2019 14.42% 2.69% 4.54% 2.61%
2018 -4.09% 6.00% -0.13% -5.37%
2017 3.04% 3.35% 1.30% 4.42%
2016 6.68% 4.68% 1.03% -4.96%
2015 2.90% -5.15% -1.47% 4.40%

2014 3.34% 8.15% -4.11% 7.27%
2013 5.59% -3.50% 2.42% 0.37%
2012 12.74% 1.61% 5.61% 7.03%
2011 3.31% 2.41% -18.05% 7.01%
2010 2.58% -9.59% 18.70% 4.73%
2009 35.20% 26.86% 6.12% --

Rank in Category (By Total Return)

YTD 37
1-Month 56
3-Month 37
1-Year 45
3-Year 36
5-Year 9

Load Adjusted Returns

1-Year 1.94%
3-Year -2.12%
5-Year 1.92%
10-Year 5.02%

Performance & Risk

YTD Return -6.93%
5y Average Return 2.06%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family MFS
Net Assets 2.4B
YTD Return -0.53%
Yield 1.61%
Morningstar Rating
Inception Date Mar 11, 2009

Fund Summary

The fund normally invests at least 80% of the fund's net assets in U.S. and foreign real estate-related investments. It normally invests the fund's assets primarily in equity securities. The fund may invest the fund's assets in real estate-related investments of any size. MFS normally invests the fund's assets across different countries and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single country or region.

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