LSE - Delayed Quote GBP
MFS Investment Funds - Global Value Fund (0P0001328O.L)
322.43
+1.51
+(0.47%)
At close: January 21 at 8:00:00 PM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 9 |
| Number of Years Down | 1 |
| Best 1Y Total Return | 29.16% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 29.16% |
| Worst 3Y Total Return | 6.63% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001328O.L
Category
- YTD
- 9.46%
- 0.00%
- 1-Month
- -3.70%
- 0.00%
- 3-Month
- 2.25%
- 0.00%
- 1-Year
- 9.46%
- 0.00%
- 3-Year
- 6.63%
- 0.00%
- 5-Year
- 9.12%
- 0.00%
- 10-Year
- 10.61%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001328O.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.08% | -1.95% | 1.95% | 2.25% |
| 2023 | 0.43% | 2.25% | 0.89% | 5.48% |
| 2022 | -2.53% | -4.34% | 2.68% | 5.86% |
| 2021 | 4.83% | 5.93% | 2.45% | 5.99% |
| 2020 | -16.29% | 15.21% | 1.77% | 7.84% |
| 2019 | 9.51% | 6.90% | 5.10% | -0.11% |
| 2018 | -6.11% | 5.17% | 5.51% | -9.06% |
| 2017 | 4.49% | 1.68% | -0.32% | 3.95% |
| 2016 | 5.41% | 11.09% | 5.89% | 4.17% |
| 2015 | 8.34% | -5.89% | -4.00% | 9.31% |
| 2014 | 2.53% | 6.62% | -- | -- |
Rank in Category (By Total Return)
| YTD | 52 |
| 1-Month | 87 |
| 3-Month | 38 |
| 1-Year | 52 |
| 3-Year | 47 |
| 5-Year | 26 |
Load Adjusted Returns
| 1-Year | 9.46% |
| 3-Year | 6.63% |
| 5-Year | 9.12% |
| 10-Year | 10.61% |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | MFS Investment Funds |
| Net Assets | -- |
| YTD Return | 9.46% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 02, 2014 |
Fund Summary
null
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