Nasdaq - Delayed Quote USD

MFS Global Opportunistic Bd R6 (MGBOX)

8.11
+0.01
+(0.12%)
At close: 8:01:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.05%
5y Average Return 1.99%
Number of Years Up 6
Number of Years Down 6
Best 1Y Total Return (May 14, 2025) 11.12%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 11.12%
Worst 3Y Total Return -4.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MGBOX
Category
YTD
2.04%
-1.39%
1-Month
0.91%
0.50%
3-Month
1.39%
0.97%
1-Year
7.05%
2.07%
3-Year
3.25%
4.59%
5-Year
2.02%
3.00%
10-Year
2.28%
3.32%
Last Bull Market
5.92%
3.92%
Last Bear Market
-6.57%
-0.05%

Annual Total Return (%) History

Year
MGBOX
Category
2025
--
--
2024
2.64%
--
2023
8.89%
--
2022
-10.89%
--
2021
-2.90%
--
2020
11.12%
6.17%
2019
8.54%
8.73%
2018
-2.06%
0.68%

2017
8.02%
3.73%
2016
2.73%
4.13%
2015
-4.10%
-0.05%
2014
-0.85%
5.91%
2013
-8.05%
-0.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.11% -- -- --
2024 -0.09% -0.41% 4.73% -1.50%
2023 3.50% -0.16% -2.72% 8.31%
2022 -4.82% -6.57% -2.12% 2.37%
2021 -4.24% 2.06% -0.10% -0.55%
2020 -3.14% 5.95% 3.48% 4.64%
2019 2.90% 4.08% 0.85% 0.49%
2018 1.23% -3.34% -0.76% 0.86%
2017 2.00% 2.90% 1.80% 1.10%
2016 5.98% 3.05% 1.42% -7.25%

2015 -1.77% -1.98% 0.34% -0.73%
2014 2.84% 3.62% -4.31% -2.77%
2013 -2.00% -5.91% 0.87% -1.14%

Rank in Category (By Total Return)

YTD 37
1-Month 54
3-Month 41
1-Year 38
3-Year 27
5-Year 8

Load Adjusted Returns

1-Year 7.05%
3-Year 3.25%
5-Year 2.02%
10-Year 2.28%

Performance & Risk

YTD Return 1.05%
5y Average Return 1.99%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category World Bond-USD Hedged
Fund Family MFS
Net Assets 960.87M
YTD Return 2.04%
Yield 3.31%
Morningstar Rating
Inception Date Jun 02, 2010

Fund Summary

The fund normally invests at least 80% of the fund's net assets in debt instruments of U.S. and foreign issuers, including emerging markets issuers. Debt instruments include U.S. government securities, corporate bonds, foreign government securities, securitized instruments, and other obligations to repay money borrowed.

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