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MFS Equity Income Fund (EQNTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.71+0.03 (+0.14%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.75%
5-Year Average Return11.88%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)30.90%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return30.90%
Worst 3-Yr Total Return5.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEQNTXCategory
YTD10.04%4.44%
1-Month0.63%-4.04%
3-Month0.82%4.09%
1-Year18.24%14.37%
3-Year8.49%6.04%
5-Year12.13%9.20%
10-Year9.48%8.57%
Last Bull Market24.59%22.97%
Last Bear Market-11.86%-11.27%

Annual Total Return (%) History

Year
EQNTXCategory
2024
N/AN/A
2023
15.86%11.63%
2022
-7.13%-5.90%
2021
26.04%26.22%
2020
8.22%2.91%
2019
25.47%25.04%
2018
-7.67%-8.53%
2017
19.61%15.94%
2016
10.39%14.81%
2015
-1.09%-4.05%
2014
8.95%10.21%
2013
30.90%31.21%
2012
N/A14.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.14%0.82%N/AN/A
20232.47%5.23%-3.32%11.15%
2022-1.76%-11.86%-4.79%12.65%
20218.90%7.34%-0.76%8.65%
2020-24.02%17.46%5.52%14.92%
201911.89%2.16%-0.02%9.79%
2018-2.25%1.67%6.06%-12.40%
20176.19%2.83%4.04%5.28%
20161.52%1.57%4.19%2.75%
20150.86%1.44%-7.16%4.12%
20143.17%4.32%-0.47%1.72%
20139.76%3.01%4.71%10.57%
2012-0.51%N/AN/AN/A

Rank In Category (By Total Return)

YTD16
1-Month18
3-Month13
1-Year23
3-Year18
5-Year14

Load Adjusted Returns

1-Year18.24%
3-Year8.49%
5-Year12.13%
10-Year9.48%