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MFS Equity Income I (EQNIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.52+0.30 (+1.41%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.42%
5-Year Average Return13.69%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (May 30, 2024)31.23%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return31.23%
Worst 3-Yr Total Return6.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEQNIXCategory
YTD5.04%4.44%
1-Month-3.77%-4.04%
3-Month4.15%4.09%
1-Year17.59%14.37%
3-Year8.24%6.04%
5-Year11.29%9.20%
10-Year9.60%8.57%
Last Bull Market24.65%22.97%
Last Bear Market-11.78%-11.27%

Annual Total Return (%) History

Year
EQNIXCategory
2024
N/AN/A
2023
16.19%11.63%
2022
-6.88%-5.90%
2021
26.33%26.22%
2020
8.53%2.91%
2019
25.72%25.04%
2018
-7.48%-8.53%
2017
20.03%15.94%
2016
10.70%14.81%
2015
-0.81%-4.05%
2014
9.16%10.21%
2013
31.23%31.21%
2012
N/A14.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.16%N/AN/AN/A
20232.55%5.28%-3.27%11.25%
2022-1.66%-11.78%-4.74%12.67%
20218.96%7.45%-0.73%8.70%
2020-23.88%17.46%5.60%14.95%
201911.96%2.22%0.05%9.80%
2018-2.19%1.69%6.13%-12.35%
20176.21%2.90%4.24%5.36%
20161.67%1.56%4.27%2.82%
20150.92%1.57%-7.05%4.10%
20143.22%4.38%-0.40%1.71%
20139.82%3.08%4.68%10.74%
2012-0.45%N/AN/AN/A

Rank In Category (By Total Return)

YTD39
1-Month38
3-Month48
1-Year28
3-Year15
5-Year16

Load Adjusted Returns

1-Year17.59%
3-Year8.24%
5-Year11.29%
10-Year9.60%