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Mfs Series Trust Iv-mfs Mid-cap Growth Fund Class B: (MF: OTCBX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$22.72 USD
+0.15 (0.67%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.32 | 22 |
| 3 months | 1.99 | 19 |
| 6 months | -3.81 | 56 |
| 1 Year | 9.41 | 53 |
| 3 Year | 10.03 | 57 |
| 5 Year | 7.68 | 91 |
| 10 Year | 9.94 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.56 |
| Bear Market (10/07 - 2/09) | -57.90 |
| Bull Market (2/09 - 3/21) | 793.22 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -7.51 |
| 5 Year | 10.43 |
| 10 Year | 9.08 |
| Since Inception | 8.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.27 | NA | NA | NA |
| 2024 | 10.46 | -2.95 | 4.61 | 1.25 |
| 2023 | 7.20 | 4.94 | -5.33 | 12.77 |
| 2022 | -15.78 | -17.53 | -4.41 | 6.83 |
| 2021 | -2.64 | 7.69 | 1.97 | 5.58 |
| 2020 | -16.28 | 25.75 | 11.13 | 14.80 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.32 | 13.54 | 20.12 | -29.08 | 12.89 | 34.30 | 36.49 | 0.07 | 24.95 | 3.55 | 3.49 |
| % Total Return Rel to Index | 1.26 | -11.47 | -6.11 | -10.87 | -15.78 | 15.90 | 5.00 | 4.46 | 3.16 | -8.38 | 2.10 |
| % Total Return Rel to Peer | 1.92 | -5.84 | -2.87 | -9.38 | -9.16 | 14.38 | 8.07 | 6.93 | 4.27 | -4.26 | 5.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.21 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 |
| Expense Ratio | 1.75 | 1.77 | 1.78 | 1.76 | 1.75 | 1.79 | 1.84 | 1.91 | 1.95 | 1.97 | 1.96 |
* 1 = Top 20%, 5 = Bottom 20%