MRGHX - MFS Core Equity Fund Class R3

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return9.86%
5-Year Average Return10.97%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Feb. 3, 2019)34.10%
Worst 1 Yr Total Return (Feb. 3, 2019)-37.86%
Best 3-Yr Total Return34.10%
Worst 3-Yr Total Return-8.62%

Trailing Returns (%) Vs. Benchmarks

ReturnMRGHXCategory
YTD-2.52%-5.48%
1-Month1.64%1.64%
3-Month20.40%19.61%
1-Year7.15%3.74%
3-Year11.38%8.15%
5-Year10.55%8.35%
10-Year13.89%12.22%
Last Bull Market24.37%23.85%
Last Bear Market-17.65%-17.53%

Annual Total Return (%) History

Year
MRGHXCategory
2020
N/AN/A
2019
32.76%28.78%
2018
-4.13%-6.27%
2017
24.43%20.44%
2016
11.09%10.37%
2015
-0.39%-1.07%
2014
11.11%10.96%
2013
34.10%31.50%
2012
16.66%14.96%
2011
-1.13%-1.27%
2010
17.06%14.01%
2009
32.82%28.17%
2008
-37.86%-37.79%
2007
8.45%6.16%
2006
13.23%14.17%
2005
N/A5.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-19.04%20.40%N/AN/A
201914.53%5.45%1.39%8.42%
20180.10%3.85%6.73%-13.59%
20176.69%4.71%4.94%6.14%
20160.41%2.78%4.08%3.42%
20152.87%0.57%-8.61%5.35%
20141.45%4.18%0.46%4.64%
201311.01%3.40%6.27%9.94%
201212.72%-3.98%7.34%0.42%
20115.14%0.16%-15.35%10.91%
20105.46%-11.28%12.37%11.35%
2009-8.48%18.07%15.79%6.17%
2008-11.20%0.30%-10.06%-22.42%
20072.41%6.39%1.53%-1.96%
20063.17%-3.01%5.42%7.34%
20053.38%2.36%N/AN/A

Rank In Category (By Total Return)

YTD23
1-Month60
3-Month51
1-Year30
3-Year10
5-Year15

Load Adjusted Returns

1-Year7.15%
3-Year11.38%
5-Year10.55%
10-Year13.89%