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Mfs Series Trust I: Mfs Core Equity Fund Class B: (MF: MRGBX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$40.13 USD
+0.62 (1.57%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.67 | 44 |
| 3 months | -4.67 | 44 |
| 6 months | -2.81 | 42 |
| 1 Year | 3.16 | 53 |
| 3 Year | 6.64 | 46 |
| 5 Year | 15.52 | 61 |
| 10 Year | 10.58 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.17 |
| Bear Market (10/07 - 2/09) | -50.26 |
| Bull Market (2/09 - 3/21) | 827.92 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -0.97 |
| 5 Year | 15.52 |
| 10 Year | 10.58 |
| Since Inception | 8.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.67 | NA | NA | NA |
| 2024 | 10.13 | 1.41 | 4.66 | 1.95 |
| 2023 | 5.41 | 7.60 | -3.92 | 11.90 |
| 2022 | -6.11 | -14.20 | -4.67 | 7.00 |
| 2021 | 5.60 | 8.17 | 0.39 | 8.23 |
| 2020 | -19.19 | 20.17 | 8.08 | 12.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.67 | 19.18 | 21.96 | -17.83 | 24.13 | 17.64 | 31.81 | -4.85 | 23.55 | 10.25 | -1.12 |
| % Total Return Rel to Index | -0.40 | -5.83 | -4.27 | 0.37 | -4.54 | -0.75 | 0.32 | -0.45 | 1.76 | -1.68 | -2.51 |
| % Total Return Rel to Peer | 0.35 | -0.20 | -1.03 | 1.86 | 2.07 | -2.27 | 3.39 | 2.01 | 2.88 | 2.43 | 0.47 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.87 | 0.86 | 1.30 | 3.39 | 0.47 | 0.49 | 2.82 | 1.94 | 0.81 | 2.59 |
| Expense Ratio | 0.00 | 1.64 | 1.65 | 1.66 | 1.67 | 1.71 | 1.73 | 1.74 | 1.77 | 1.81 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%