Mfs Research Fund Cl R2: (MF: MSRRX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$59.06 USD
-0.12 (-0.20%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 14.72 | 52 |
3 months | 5.24 | 66 |
6 months | 7.33 | 65 |
1 Year | 22.64 | 50 |
3 Year | 6.05 | 48 |
5 Year | 12.65 | 50 |
10 Year | 11.27 | 39 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -48.20 |
Bull Market (2/09 - 3/21) | 744.12 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 20.97 |
5 Year | 12.29 |
10 Year | 11.22 |
Since Inception | 9.96 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.12 | 1.47 | NA | NA |
2023 | 4.29 | 8.22 | -3.70 | 12.41 |
2022 | -6.60 | -13.89 | -4.49 | 7.44 |
2021 | 5.16 | 8.78 | 0.08 | 8.64 |
2020 | -18.40 | 19.27 | 8.16 | 10.50 |
2019 | 14.57 | 5.85 | 1.78 | 7.54 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 14.72 | 22.18 | -17.47 | 24.40 | 16.32 | 32.76 | -4.73 | 23.03 | 8.46 | 0.58 | 9.86 |
% Total Return Rel to Index | -4.82 | -4.06 | 0.72 | -4.27 | -2.07 | 1.27 | -0.34 | 1.24 | -3.46 | -0.80 | -3.78 |
% Total Return Rel to Peer | -0.12 | -0.81 | 2.22 | 2.34 | -3.59 | 4.34 | 2.12 | 2.36 | 0.65 | 2.18 | 1.65 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.20 | 0.14 | 0.14 | 0.25 | 0.22 | 0.33 | 0.27 | 0.16 | 0.14 |
% Yield | 0.00 | 0.00 | 0.41 | 0.22 | 0.26 | 0.54 | 0.55 | 0.72 | 0.70 | 0.43 | 0.36 |
Capital Gains ($) | 0.00 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 | 1.89 |
Expense Ratio | 1.03 | 1.06 | 1.04 | 1.03 | 1.04 | 1.05 | 1.07 | 1.07 | 1.08 | 1.07 | 1.06 |
* 1 = Top 20%, 5 = Bottom 20%