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Mfs Growth Fund Class B: (MF: MEGBX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$129.63 USD
-0.26 (-0.20%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.91 | 19 |
| 3 months | 15.91 | 19 |
| 6 months | 30.43 | 36 |
| 1 Year | 41.42 | 28 |
| 3 Year | 9.19 | 34 |
| 5 Year | 14.54 | 38 |
| 10 Year | 13.52 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.02 |
| Bear Market (10/07 - 2/09) | -46.93 |
| Bull Market (2/09 - 3/21) | 871.49 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 35.77 |
| 5 Year | 14.08 |
| 10 Year | 13.52 |
| Since Inception | 11.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.91 | NA | NA | NA |
| 2023 | 10.46 | 11.86 | -3.07 | 12.53 |
| 2022 | -12.56 | -19.58 | -6.33 | 3.49 |
| 2021 | 0.13 | 12.28 | 0.99 | 7.80 |
| 2020 | -11.99 | 24.34 | 10.60 | 7.66 |
| 2019 | 17.45 | 6.29 | 0.86 | 8.25 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.91 | 34.77 | -31.84 | 22.42 | 30.30 | 36.33 | 1.58 | 29.55 | 1.45 | 6.31 | 7.71 |
| % Total Return Rel to Index | 5.35 | 8.53 | -13.63 | -6.26 | 11.90 | 4.84 | 5.97 | 7.76 | -10.48 | 4.92 | -5.92 |
| % Total Return Rel to Peer | 6.27 | 8.65 | -6.97 | 7.58 | 4.52 | 11.12 | 5.99 | 10.31 | -2.05 | 6.14 | 2.05 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 3.00 | 2.00 | 1.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 8.36 | 1.39 | 5.36 | 5.76 | 2.01 | 3.82 | 2.38 | 1.19 | 2.71 | 2.79 |
| Expense Ratio | 0.00 | 1.59 | 1.59 | 1.58 | 1.61 | 1.65 | 1.66 | 1.68 | 1.71 | 1.71 | 1.73 |
* 1 = Top 20%, 5 = Bottom 20%