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MFS Equity Income Fund (EQNAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.66+0.03 (+0.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.72%
5-Year Average Return11.88%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)30.89%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return30.89%
Worst 3-Yr Total Return5.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEQNAXCategory
YTD10.01%4.44%
1-Month0.63%-4.04%
3-Month0.82%4.09%
1-Year18.23%14.37%
3-Year8.47%6.04%
5-Year12.14%9.20%
10-Year9.47%8.57%
Last Bull Market24.52%22.97%
Last Bear Market-11.85%-11.27%

Annual Total Return (%) History

Year
EQNAXCategory
2024
N/AN/A
2023
15.92%11.63%
2022
-7.12%-5.90%
2021
25.97%26.22%
2020
8.32%2.91%
2019
25.44%25.04%
2018
-7.73%-8.53%
2017
19.64%15.94%
2016
10.40%14.81%
2015
-1.08%-4.05%
2014
8.98%10.21%
2013
30.89%31.21%
2012
N/A14.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.11%0.82%N/AN/A
20232.50%5.23%-3.33%11.18%
2022-1.72%-11.85%-4.80%12.60%
20218.89%7.33%-0.74%8.58%
2020-23.96%17.49%5.53%14.89%
201911.90%2.16%-0.02%9.75%
2018-2.25%1.62%6.07%-12.42%
20176.13%2.83%4.12%5.29%
20161.52%1.57%4.19%2.76%
20150.87%1.45%-7.16%4.13%
20143.17%4.40%-0.54%1.73%
20139.79%3.04%4.63%10.59%
2012-0.49%N/AN/AN/A

Rank In Category (By Total Return)

YTD17
1-Month18
3-Month13
1-Year24
3-Year18
5-Year14

Load Adjusted Returns

1-Year11.43%
3-Year6.35%
5-Year10.82%
10-Year8.83%