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MFS Research A (MFRFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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58.40-0.49 (-0.83%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.38%
5-Year Average Return12.92%
Number of Years Up40
Number of Years Down12
Best 1 Yr Total Return (May 21, 2024)33.10%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return33.10%
Worst 3-Yr Total Return6.37%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMFRFXCategory
YTD4.87%5.31%
1-Month-4.85%-4.19%
3-Month3.53%3.90%
1-Year20.65%20.31%
3-Year5.87%6.48%
5-Year11.39%11.78%
10-Year11.27%10.96%
Last Bull Market25.58%25.56%
Last Bear Market-13.86%-15.11%

Annual Total Return (%) History

Year
MFRFXCategory
2024
N/AN/A
2023
22.46%22.32%
2022
-17.26%-16.96%
2021
24.71%26.07%
2020
16.63%15.83%
2019
33.10%28.78%
2018
-4.47%-6.27%
2017
23.35%20.44%
2016
8.73%10.37%
2015
0.85%-1.07%
2014
10.18%10.96%
2013
32.11%31.50%
2012
17.17%14.96%
2011
-0.72%-1.27%
2010
15.46%14.01%
2009
30.42%28.17%
2008
-36.53%-37.79%
2007
12.98%6.16%
2006
10.30%14.17%
2005
7.58%5.88%
2004
15.58%10.02%
2003
24.54%27.05%
2002
-24.79%-22.25%
2001
-21.60%-13.50%
2000
-4.61%-6.31%
1999
23.82%20.16%
1998
22.92%22.39%
1997
20.52%28.37%
1996
24.47%20.76%
1995
38.59%32.35%
1994
0.01%-0.93%
1993
21.67%N/A
1992
11.13%N/A
1991
32.62%N/A
1990
-6.01%N/A
1989
26.12%N/A
1988
10.30%N/A
1987
5.38%N/A
1986
14.09%N/A
1985
28.67%N/A
1984
-5.45%N/A
1983
22.42%N/A
1982
27.26%N/A
1981
-7.39%N/A
1980
41.41%N/A
1979
37.35%N/A
1978
11.59%N/A
1977
2.95%N/A
1976
20.50%N/A
1975
31.52%N/A
1974
-31.17%N/A
1973
-19.14%N/A
1972
10.41%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.22%N/AN/AN/A
20234.36%8.29%-3.67%12.48%
2022-6.54%-13.86%-4.42%7.53%
20215.24%8.84%0.14%8.72%
2020-18.34%19.35%8.21%10.59%
201914.68%5.92%1.83%7.61%
20180.43%3.15%7.18%-13.95%
20177.30%4.12%4.29%5.87%
20160.33%3.40%3.96%0.82%
20151.88%0.49%-7.12%6.07%
20141.15%3.99%0.54%4.19%
201310.36%3.20%5.50%9.95%
201213.15%-3.71%7.36%0.17%
20114.57%0.19%-14.68%11.07%
20105.42%-12.59%11.81%12.06%
2009-8.01%15.35%16.67%5.35%
2008-9.67%0.12%-9.00%-22.89%
20072.60%7.11%2.71%0.10%
20063.41%-3.88%4.83%5.86%
2005-1.54%2.21%4.43%2.36%
20043.60%1.32%-2.34%12.74%
2003-3.11%14.31%1.53%10.76%
20020.05%-14.89%-16.74%6.08%
2001-17.14%4.78%-19.64%12.37%
20008.94%-2.61%2.55%-12.33%
19991.51%7.36%-6.68%21.74%
199815.78%2.39%-15.02%22.01%
1997-2.81%16.33%8.36%-1.63%
19967.10%6.33%4.04%5.06%
19957.81%8.87%10.55%6.81%
1994-2.18%-2.00%8.74%-4.06%
19933.74%4.86%8.23%3.34%
1992-1.42%-1.53%5.09%8.94%
199113.08%-3.07%10.41%9.59%
1990-0.98%3.77%-12.18%4.16%
19898.13%6.38%10.48%-0.76%
19886.47%3.61%0.12%-0.14%
198723.00%4.48%7.23%-23.53%
198618.49%4.96%-12.64%5.01%
19857.45%9.09%-5.74%16.46%
1984-9.47%-4.16%7.43%1.44%
198315.21%15.28%-5.07%-2.90%
1982-7.87%-0.85%15.44%20.69%
19811.67%0.28%-14.91%6.75%
1980-4.51%16.63%14.37%11.03%
19798.59%5.69%11.81%7.03%
1978-3.76%14.21%9.04%-6.90%
1977-6.24%7.97%0.40%1.30%
197612.06%4.95%-2.63%5.24%
197523.05%20.36%-15.22%4.75%
1974-13.24%-6.57%-23.31%10.72%
1973-16.38%-2.91%15.10%-13.47%
19727.51%-2.05%-0.47%5.34%

Rank In Category (By Total Return)

YTD66
1-Month81
3-Month66
1-Year59
3-Year70
5-Year66

Load Adjusted Returns

1-Year13.71%
3-Year3.80%
5-Year10.08%
10-Year10.61%