MFS Global Total Return R3 (MFWHX)

16.41 +0.03 (+0.18%) USD  |  Aug 08 2022

MFWHX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 08, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
MFS Global Total Return R3
10.94%
16.05%
3.49%
-1.56%
5.32%
15.19%
-7.14%
18.17%
9.27%
8.30%
-10.77%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.35%
Hartford Balanced Income R5
13.01%
12.25%
7.82%
-0.12%
11.46%
11.69%
-4.82%
19.31%
7.71%
10.13%
-7.64%
Thornburg Investment Income Builder R4
11.21%
16.21%
4.40%
-5.65%
9.28%
14.58%
-4.91%
17.35%
-0.90%
21.41%
-8.15%
First Eagle Global Income Builder R6
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12.11%
1.55%
-2.06%
10.30%
13.41%
-6.23%
14.88%
5.03%
10.09%
-4.45%
MainStay Income Builder R6
13.33%
17.20%
6.65%
-4.57%
8.17%
11.13%
-5.50%
18.57%
7.29%
10.42%
-11.24%
As of August 08, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Global Total Return R3
3.66%
-0.67%
-9.29%
-9.74%
3.81%
3.81%
5.53%
4.85%
6.84%
7.69%
S&P 500 Total Return
6.26%
0.83%
-7.71%
-5.30%
13.98%
12.83%
13.63%
9.21%
10.06%
10.09%
Hartford Balanced Income R5
3.89%
0.37%
-5.77%
-5.76%
4.89%
5.53%
6.80%
6.69%
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6.95%
Thornburg Investment Income Builder R4
2.38%
-1.70%
-9.98%
-1.07%
6.57%
5.27%
6.19%
5.09%
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8.44%
First Eagle Global Income Builder R6
3.02%
-0.92%
-5.70%
-3.59%
5.22%
4.30%
5.71%
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5.72%
MainStay Income Builder R6
4.04%
-0.44%
-8.64%
-9.51%
3.64%
4.05%
5.67%
4.60%
5.48%
6.82%
As of August 08, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022