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MFS Total Return A (MSFRX)

Nasdaq - Nasdaq Precio retrasado. Moneda en USD.
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19.45-0.08 (-0.41%)
A partir del 08:06AM EDT. Mercado abierto.

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado2.94%
Retorno promedio a 5 años6.36%
Número de años al alza42
Número de años a la baja11
Mejor retorno total a 1 año (30 jun 2024)20.20%
Peor retorno total en 1 año (30 jun 2024)N/D
Mejor retorno total a 3 años20.20%
Peor retorno total en 3 años4.14%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoMSFRXCategoría
AIF3.75%9.69%
1 mes3.07%0.91%
3 meses2.71%5.21%
1 año14.08%27.06%
3 años2.44%11.00%
5 años7.58%10.26%
10 años6.36%8.34%
Último mercado alcista16.45%15.58%
Último mercado bajista-8.73%-12.16%

Historial del rendimiento total anual (%)

Año
MSFRXCategoría
2024
N/DN/D
2023
10.31%N/D
2022
-9.66%N/D
2021
13.98%N/D
2020
9.71%11.72%
2019
20.20%19.23%
2018
-5.78%-5.76%
2017
12.16%13.21%
2016
8.87%7.34%
2015
-0.38%-1.93%
2014
8.34%6.21%
2013
18.87%16.48%
2012
11.25%11.72%
2011
1.90%-0.11%
2010
9.98%11.83%
2009
18.18%24.13%
2008
-22.63%-28.00%
2007
4.97%5.99%
2006
11.77%11.29%
2005
3.29%5.13%
2004
11.37%8.86%
2003
16.85%20.35%
2002
-5.56%-12.02%
2001
-0.63%-5.05%
2000
19.03%1.82%
1999
2.31%10.71%
1998
11.92%13.52%
1997
20.67%19.63%
1996
14.61%13.70%
1995
26.91%25.63%
1994
-2.64%-2.52%
1993
15.15%11.37%
1992
10.07%7.73%
1991
21.62%24.89%
1990
-2.33%-1.10%
1989
23.06%19.04%
1988
15.03%12.38%
1987
3.53%2.33%
1986
19.85%16.43%
1985
30.22%27.31%
1984
6.90%8.22%
1983
19.10%17.96%
1982
28.50%29.46%
1981
3.84%4.32%
1980
19.52%19.48%
1979
6.87%15.00%
1978
8.98%4.67%
1977
-1.76%0.43%
1976
28.55%27.96%
1975
29.19%29.04%
1974
-11.16%-16.55%
1973
-11.29%-14.06%
1972
7.24%8.41%
1971
12.37%13.97%

Retornos del último trimestre (%)

AñoT1T2T3T4
20244.41%N/DN/DN/D
20231.05%3.20%-2.98%9.02%
2022-4.50%-8.73%-4.18%8.15%
20214.61%4.41%-0.27%4.63%
2020-14.15%11.90%4.52%9.26%
20198.74%3.72%1.71%4.78%
2018-2.26%0.07%3.54%-6.96%
20173.38%2.75%2.11%3.40%
20162.52%2.80%2.07%1.21%
20151.05%0.05%-4.07%2.72%
20142.00%3.27%-0.26%3.12%
20137.22%1.05%3.32%6.18%
20127.41%-1.96%4.72%0.88%
20113.68%0.53%-8.80%7.20%
20103.63%-5.88%7.03%5.35%
2009-6.53%11.56%10.10%2.92%
2008-5.36%-1.66%-5.13%-12.37%
20072.15%3.55%0.45%-1.20%
20062.36%-0.56%4.49%5.09%
2005-0.74%1.74%1.52%0.75%
20042.38%0.16%1.48%7.02%
2003-2.55%10.21%1.18%7.52%
20022.48%-4.06%-8.20%4.62%
2001-2.93%2.55%-5.39%5.51%
20001.96%2.27%7.61%6.07%
1999-0.41%5.02%-4.60%2.54%
19986.86%1.56%-3.89%7.30%
19971.31%9.30%6.24%2.57%
19963.14%1.61%2.71%6.48%
19956.17%7.35%5.60%5.45%
1994-2.79%-0.28%2.13%-1.66%
19936.92%3.12%4.51%-0.07%
19920.50%3.55%3.00%2.69%
19919.51%0.77%5.24%4.73%
1990-2.16%3.43%-8.31%5.27%
19895.03%7.46%7.15%1.75%
19886.13%4.55%1.13%2.52%
198713.70%2.11%3.79%-14.08%
198614.37%4.07%-4.74%5.70%
19856.97%9.20%-1.99%13.75%
1984-3.70%-2.70%9.45%4.23%
19838.10%6.44%1.06%2.43%
1982-1.62%-1.65%14.15%16.35%
19813.03%1.40%-8.53%8.66%
1980-7.51%17.95%4.42%4.92%
19791.44%4.71%-5.32%6.27%
19782.36%1.49%0.07%4.83%
1977-2.36%5.29%-0.63%-3.84%
19769.90%1.83%6.80%7.56%
197514.01%9.22%-5.19%9.43%
1974-4.51%-4.97%-8.44%6.92%
1973-6.53%-2.08%3.94%-6.75%
19721.78%-2.17%2.59%4.99%
19715.69%0.33%2.87%3.01%

Rango en categoría (por retorno total)

AIF80
1 mes56
3 meses33
1 año62
3 años52
5 años51

Retornos ajustados por comisiones

1 año7.52%
3 años0.44%
5 años6.31%
10 años5.73%