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Mfs Global Real Estate Fund Class R6: (MF: MGLRX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$16.81 USD
+0.29 (1.76%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.62 | 61 |
| 3 months | 1.06 | 49 |
| 6 months | -0.18 | 59 |
| 1 Year | -3.35 | 93 |
| 3 Year | -1.80 | 88 |
| 5 Year | 2.77 | 85 |
| 10 Year | 4.57 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 4.71 |
| 5 Year | 4.30 |
| 10 Year | 5.16 |
| Since Inception | 6.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.80 | 4.01 | NA | NA |
| 2024 | -0.47 | -3.78 | 13.60 | -10.65 |
| 2023 | 2.12 | 0.56 | -6.95 | 16.55 |
| 2022 | -7.20 | -15.94 | -12.53 | 7.10 |
| 2021 | 4.57 | 10.30 | 0.63 | 11.87 |
| 2020 | -22.43 | 13.09 | 5.07 | 10.89 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.62 | -2.81 | 11.37 | -26.93 | 29.87 | 2.22 | 26.47 | -3.53 | 12.94 | 7.48 | 0.77 |
| % Total Return Rel to Index | -7.96 | -27.83 | -14.86 | -8.72 | 1.19 | -16.18 | -5.01 | 0.85 | -8.85 | -4.45 | -0.61 |
| % Total Return Rel to Peer | -1.55 | -6.45 | 0.18 | -4.81 | -1.48 | 6.17 | 1.02 | 2.91 | 4.17 | 2.99 | 0.46 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 3.00 | 1.00 | 3.00 | 1.00 | 1.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.42 | 0.32 | 0.10 | 0.36 | 0.18 | 1.02 | 0.38 | 0.38 | 0.62 | 0.34 |
| % Yield | 0.00 | 2.51 | 2.38 | 0.62 | 1.53 | 0.99 | 5.53 | 2.46 | 2.24 | 3.84 | 2.11 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.84 | 0.12 | 0.00 | 0.00 | 0.09 | 0.29 | 0.81 | 0.76 |
| Expense Ratio | 0.84 | 0.85 | 0.85 | 0.82 | 0.85 | 0.88 | 0.92 | 1.01 | 1.02 | 1.03 | 0.99 |
* 1 = Top 20%, 5 = Bottom 20%