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MFS Growth R4 (MFEJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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184.64-0.07 (-0.04%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.90%
5-Year Average Return13.62%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)38.51%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return38.51%
Worst 3-Yr Total Return3.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMFEJXCategory
YTD16.20%12.38%
1-Month2.61%5.09%
3-Month16.20%10.28%
1-Year42.85%41.70%
3-Year10.29%22.56%
5-Year15.69%21.98%
10-Year14.66%15.99%
Last Bull Market35.99%25.99%
Last Bear Market-19.38%-17.29%

Annual Total Return (%) History

Year
MFEJXCategory
2024
N/AN/A
2023
36.13%N/A
2022
-31.15%N/A
2021
23.64%N/A
2020
31.63%35.86%
2019
37.68%31.90%
2018
2.59%-2.09%
2017
30.88%27.67%
2016
2.46%3.23%
2015
7.37%3.60%
2014
8.78%10.00%
2013
36.63%33.92%
2012
17.39%15.34%
2011
-0.38%-2.46%
2010
15.97%15.53%
2009
38.51%35.68%
2008
-37.42%-40.67%
2007
21.01%13.35%
2006
7.71%7.05%
2005
N/A6.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.20%N/AN/AN/A
202310.73%12.15%-2.83%12.82%
2022-12.34%-19.38%-6.11%3.77%
20210.38%12.57%1.25%8.07%
2020-11.78%24.66%10.88%7.94%
201917.74%6.55%1.12%8.52%
20185.18%6.56%8.07%-15.30%
20179.69%6.69%5.04%6.47%
2016-1.50%1.63%4.20%-1.77%
20153.48%0.23%-4.55%8.45%
2014-0.16%2.91%0.83%5.00%
20139.61%1.53%10.78%10.82%
201215.38%-5.39%7.65%-0.10%
20114.93%-0.40%-12.07%8.41%
20104.78%-12.63%12.18%12.91%
2009-4.35%16.51%15.97%7.18%
2008-10.02%6.08%-15.96%-21.98%
20072.59%8.59%6.57%1.93%
20066.30%-6.98%1.16%7.68%
20056.41%4.13%N/AN/A

Rank In Category (By Total Return)

YTD7
1-Month28
3-Month7
1-Year21
3-Year33
5-Year41

Load Adjusted Returns

1-Year42.85%
3-Year10.29%
5-Year15.69%
10-Year14.66%