OTC Markets OTCPK - Delayed Quote USD

MFS Meridian Global Credit W2 USD (0P0000WZDV)

8.36 -0.03 (-0.36%)
At close: October 7 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 6
Number of Years Down 5
Best 1Y Total Return 13.60%
Worst 1Y Total Return --
Best 3Y Total Return 13.60%
Worst 3Y Total Return -3.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000WZDV
Category
YTD
5.32%
0.00%
1-Month
2.09%
0.00%
3-Month
4.91%
0.00%
1-Year
12.54%
0.00%
3-Year
-1.98%
0.00%
5-Year
1.61%
0.00%
10-Year
2.03%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000WZDV
Category
2024
--
--
2023
11.90%
--
2022
-18.59%
--
2021
-1.85%
--
2020
13.60%
--
2019
12.90%
--
2018
-4.03%
--
2017
9.20%
--

2016
5.65%
--
2015
-4.41%
--
2014
1.20%
--
2013
-8.02%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.42% 0.22% -- --
2023 3.68% 1.00% -2.58% 9.69%
2022 -8.20% -11.35% -6.89% 7.44%
2021 -3.62% 2.92% -0.46% -0.59%
2020 -6.23% 10.56% 4.09% 5.26%
2019 4.77% 4.28% 1.43% 1.89%
2018 -0.81% -2.65% 0.47% -1.07%
2017 2.03% 3.82% 2.11% 0.95%
2016 5.21% 2.02% 2.71% -4.16%
2015 -0.99% -1.82% -1.12% -0.55%

2014 2.77% 3.50% -4.42% -0.46%
2013 -2.03% -5.70% 1.00% -1.42%
2012 1.27% -- -- --

Rank in Category (By Total Return)

YTD 4
1-Month 37
3-Month 27
1-Year 3
3-Year 23
5-Year 10

Load Adjusted Returns

1-Year 12.54%
3-Year -1.98%
5-Year 1.61%
10-Year 2.03%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category --
Fund Family MFS Investment Management Company (Lux) S.à.r.l
Net Assets --
YTD Return 5.32%
Yield 4.40%
Morningstar Rating
Inception Date Feb 01, 2011

Fund Summary

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