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MFS Core Equity R3 (MRGHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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49.90+0.44 (+0.89%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.13%
5-Year Average Return14.25%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Mar 26, 2024)34.10%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return34.10%
Worst 3-Yr Total Return7.08%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMRGHXCategory
YTD6.82%14.84%
1-Month5.65%1.65%
3-Month12.14%7.55%
1-Year27.41%40.47%
3-Year10.15%16.77%
5-Year13.66%16.15%
10-Year11.87%13.21%
Last Bull Market39.24%24.09%
Last Bear Market-14.06%-17.61%

Annual Total Return (%) History

Year
MRGHXCategory
2023
22.87%N/A
2022
-17.20%N/A
2021
25.08%N/A
2020
18.54%15.83%
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
20235.60%7.83%-3.76%12.12%
2022-5.93%-14.06%-4.49%7.23%
20215.82%8.36%0.60%8.43%
2020-19.04%20.40%8.32%12.26%
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)

YTD49
1-Month22
3-Month40
1-Year53
3-Year60
5-Year49

Load Adjusted Returns

1-Year27.41%
3-Year10.15%
5-Year13.66%
10-Year11.87%