Mfs Research Fund Class C: (MF: MFRCX)
(NASDAQ Mutual Funds) As of Mar 27, 2024 08:00 PM ET
$49.95 USD
+0.38 (0.77%)
Latest Performance as of Feb 29, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 6.80 | 44 |
3 months | 11.52 | 63 |
6 months | 13.96 | 43 |
1 Year | 27.83 | 40 |
3 Year | 9.40 | 37 |
5 Year | 12.40 | 45 |
10 Year | 10.53 | 44 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 104.69 |
Bear Market (10/07 - 2/09) | -48.52 |
Bull Market (2/09 - 3/21) | 629.76 |
Load Adjusted Returns as of Feb 29, 2024
1 Year | 20.35 |
5 Year | 13.57 |
10 Year | 9.97 |
Since Inception | 9.74 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2023 | 4.16 | 8.10 | -3.85 | 12.28 |
2022 | -6.72 | -14.00 | -4.61 | 7.31 |
2021 | 5.05 | 8.65 | -0.05 | 8.52 |
2020 | -18.49 | 19.10 | 8.00 | 10.35 |
2019 | 14.46 | 5.70 | 1.64 | 7.43 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 6.80 | 21.56 | -17.89 | 23.80 | 15.71 | 32.13 | -5.21 | 22.43 | 7.90 | 0.09 | 9.31 |
% Total Return Rel to Index | -0.31 | -4.67 | 0.31 | -4.88 | -2.69 | 0.64 | -0.82 | 0.63 | -4.02 | -1.29 | -4.33 |
% Total Return Rel to Peer | 0.37 | -1.43 | 1.80 | 1.74 | -4.20 | 3.70 | 1.64 | 1.75 | 0.09 | 1.69 | 1.10 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.15 | 0.12 | 0.02 | 0.01 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 | 0.34 | 0.33 | 0.06 | 0.02 |
Capital Gains ($) | 0.00 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 | 1.89 |
Expense Ratio | 0.00 | 1.56 | 1.54 | 1.53 | 1.54 | 1.55 | 1.56 | 1.57 | 1.58 | 1.57 | 1.55 |
* 1 = Top 20%, 5 = Bottom 20%