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Mfs Research Fund Cl R2: (MF: MSRRX)
(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET
$55.54 USD
+0.04 (0.07%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.79 | 53 |
| 3 months | 3.49 | 61 |
| 6 months | 19.36 | 69 |
| 1 Year | 20.37 | 50 |
| 3 Year | 5.62 | 39 |
| 5 Year | 11.12 | 43 |
| 10 Year | 10.98 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.20 |
| Bull Market (2/09 - 3/21) | 710.33 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 29.01 |
| 5 Year | 13.23 |
| 10 Year | 11.48 |
| Since Inception | 10.01 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.12 | NA | NA | NA |
| 2023 | 4.29 | 8.22 | -3.70 | 12.41 |
| 2022 | -6.60 | -13.89 | -4.49 | 7.44 |
| 2021 | 5.16 | 8.78 | 0.08 | 8.64 |
| 2020 | -18.40 | 19.27 | 8.16 | 10.50 |
| 2019 | 14.57 | 5.85 | 1.78 | 7.54 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.79 | 22.18 | -17.47 | 24.40 | 16.32 | 32.76 | -4.73 | 23.03 | 8.46 | 0.58 | 9.86 |
| % Total Return Rel to Index | -1.25 | -4.06 | 0.72 | -4.27 | -2.07 | 1.27 | -0.34 | 1.24 | -3.46 | -0.80 | -3.78 |
| % Total Return Rel to Peer | -0.04 | -0.81 | 2.22 | 2.34 | -3.59 | 4.34 | 2.12 | 2.36 | 0.65 | 2.18 | 1.65 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.20 | 0.14 | 0.14 | 0.25 | 0.22 | 0.33 | 0.27 | 0.16 | 0.14 |
| % Yield | 0.00 | 0.00 | 0.41 | 0.22 | 0.26 | 0.54 | 0.55 | 0.72 | 0.70 | 0.43 | 0.36 |
| Capital Gains ($) | 0.00 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 | 1.89 |
| Expense Ratio | 0.00 | 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%