Mfs Research Fund Class R3: (MF: MFRHX)
(NASDAQ Mutual Funds) As of Sep 25, 2024 08:00 PM ET
$61.19 USD
-0.21 (-0.34%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 14.93 | 51 |
3 months | 5.31 | 64 |
6 months | 7.48 | 63 |
1 Year | 22.96 | 49 |
3 Year | 6.31 | 45 |
5 Year | 12.93 | 47 |
10 Year | 11.55 | 36 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -48.01 |
Bull Market (2/09 - 3/21) | 776.95 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 21.27 |
5 Year | 12.57 |
10 Year | 11.49 |
Since Inception | 10.25 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.21 | 1.54 | NA | NA |
2023 | 4.36 | 8.29 | -3.66 | 12.47 |
2022 | -6.55 | -13.85 | -4.42 | 7.51 |
2021 | 5.25 | 8.85 | 0.13 | 8.72 |
2020 | -18.34 | 19.33 | 8.21 | 10.56 |
2019 | 14.66 | 5.91 | 1.84 | 7.61 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 14.93 | 22.46 | -17.27 | 24.73 | 16.58 | 33.11 | -4.49 | 23.32 | 8.74 | 0.85 | 10.12 |
% Total Return Rel to Index | -4.60 | -3.78 | 0.93 | -3.94 | -1.81 | 1.62 | -0.10 | 1.52 | -3.19 | -0.53 | -3.52 |
% Total Return Rel to Peer | 0.08 | -0.53 | 2.42 | 2.67 | -3.33 | 4.68 | 2.36 | 2.64 | 0.92 | 2.45 | 1.91 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 |
% Dividends | 0.00 | 0.30 | 0.34 | 0.18 | 0.27 | 0.35 | 0.35 | 0.43 | 0.37 | 0.27 | 0.25 |
% Yield | 0.00 | 0.51 | 0.66 | 0.28 | 0.49 | 0.72 | 0.84 | 0.93 | 0.92 | 0.68 | 0.61 |
Capital Gains ($) | 0.00 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 | 1.89 |
Expense Ratio | 0.78 | 0.81 | 0.79 | 0.78 | 0.79 | 0.80 | 0.82 | 0.82 | 0.83 | 0.82 | 0.81 |
* 1 = Top 20%, 5 = Bottom 20%