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Mfs Mid Cap Growth Fund - Class I: (MF: OTCIX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$30.25 USD
+0.50 (1.68%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.78 | 38 |
| 3 months | 10.78 | 38 |
| 6 months | 25.18 | 31 |
| 1 Year | 24.99 | 57 |
| 3 Year | 4.00 | 79 |
| 5 Year | 11.54 | 59 |
| 10 Year | 11.97 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.77 |
| Bear Market (10/07 - 2/09) | -57.39 |
| Bull Market (2/09 - 3/21) | 855.62 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 24.99 |
| 5 Year | 11.54 |
| 10 Year | 11.97 |
| Since Inception | 8.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.78 | NA | NA | NA |
| 2023 | 7.48 | 5.16 | -5.05 | 13.00 |
| 2022 | -15.57 | -17.33 | -4.14 | 7.11 |
| 2021 | -2.42 | 7.95 | 2.23 | 5.87 |
| 2020 | -16.03 | 26.06 | 11.39 | 15.06 |
| 2019 | 18.86 | 9.19 | -0.18 | 6.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.78 | 21.26 | -28.34 | 14.02 | 35.66 | 37.81 | 1.12 | 26.24 | 4.60 | 4.48 | 8.81 |
| % Total Return Rel to Index | 0.22 | -4.97 | -10.13 | -14.66 | 17.26 | 6.32 | 5.52 | 4.44 | -7.33 | 3.09 | -4.83 |
| % Total Return Rel to Peer | 0.82 | -1.73 | -8.64 | -8.03 | 15.75 | 9.38 | 7.98 | 5.56 | -3.21 | 6.08 | 0.60 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 | 0.97 |
| Expense Ratio | 0.00 | 0.78 | 0.77 | 0.75 | 0.79 | 0.83 | 0.91 | 0.96 | 0.99 | 0.97 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%