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Mfs Growth Fund Class R1: (MF: MFELX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$143.77 USD
+3.09 (2.20%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 22.83 | 27 |
| 3 months | 4.58 | 78 |
| 6 months | 8.65 | 54 |
| 1 Year | 30.74 | 36 |
| 3 Year | 4.59 | 54 |
| 5 Year | 14.00 | 50 |
| 10 Year | 13.63 | 33 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.92 |
| Bull Market (2/09 - 3/21) | 928.79 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 35.04 |
| 5 Year | 14.65 |
| 10 Year | 13.97 |
| Since Inception | 11.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.92 | 6.81 | NA | NA |
| 2023 | 10.46 | 11.86 | -3.07 | 12.53 |
| 2022 | -12.56 | -19.58 | -6.34 | 3.50 |
| 2021 | 0.13 | 12.28 | 1.00 | 7.79 |
| 2020 | -11.99 | 24.34 | 10.60 | 7.65 |
| 2019 | 17.44 | 6.30 | 0.86 | 8.25 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 22.83 | 34.77 | -31.83 | 22.41 | 30.30 | 36.31 | 1.59 | 29.55 | 1.44 | 6.32 | 7.70 |
| % Total Return Rel to Index | 3.29 | 8.53 | -13.63 | -6.26 | 11.90 | 4.82 | 5.98 | 7.75 | -10.49 | 4.93 | -5.93 |
| % Total Return Rel to Peer | 7.88 | 8.65 | -6.97 | 7.58 | 4.51 | 11.10 | 6.00 | 10.31 | -2.06 | 6.14 | 2.04 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 3.00 | 2.00 | 1.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.19 | 8.36 | 1.39 | 5.36 | 5.76 | 2.01 | 3.82 | 2.38 | 1.19 | 2.71 | 2.79 |
| Expense Ratio | 1.57 | 1.59 | 1.59 | 1.58 | 1.61 | 1.65 | 1.67 | 1.69 | 1.71 | 1.71 | 1.74 |
* 1 = Top 20%, 5 = Bottom 20%