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MFS Mid Cap Growth Fund (OTCGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.13-0.09 (-0.41%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.24%
5-Year Average Return8.22%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Jun 24, 2024)40.73%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return40.73%
Worst 3-Yr Total Return-1.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOTCGXCategory
YTD6.18%10.80%
1-Month2.47%4.43%
3-Month-2.22%7.00%
1-Year20.75%48.17%
3-Year0.46%21.26%
5-Year9.14%20.18%
10-Year10.50%14.07%
Last Bull Market28.96%27.14%
Last Bear Market-17.53%-21.26%

Annual Total Return (%) History

Year
OTCGXCategory
2024
N/AN/A
2023
20.12%N/A
2022
-29.07%N/A
2021
12.92%N/A
2020
34.31%39.26%
2019
36.44%32.52%
2018
0.04%-6.65%
2017
25.03%23.91%
2016
3.60%6.03%
2015
3.40%-0.95%
2014
7.78%7.00%
2013
35.87%34.93%
2012
15.34%14.07%
2011
-6.84%-3.96%
2010
27.57%24.61%
2009
40.73%39.11%
2008
-51.46%-43.77%
2007
8.51%15.09%
2006
1.26%9.00%
2005
N/A9.84%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20237.19%4.98%-5.36%12.79%
2022-15.79%-17.53%-4.44%6.88%
2021-2.66%7.70%1.99%5.62%
2020-16.25%25.74%11.13%14.78%
201918.60%8.91%-0.43%6.09%
20185.12%5.59%7.33%-16.03%
20176.64%6.78%4.78%4.79%
2016-0.91%1.84%4.18%-1.45%
20155.46%0.63%-6.63%4.35%
20140.33%1.48%0.40%5.44%
201311.06%1.81%10.08%9.16%
201213.92%-5.66%5.76%1.47%
20115.76%-0.68%-17.37%7.33%
20108.58%-9.45%12.77%15.06%
2009-4.09%16.85%18.65%5.83%
2008-11.19%4.24%-19.44%-34.92%
20074.20%6.32%1.02%-3.04%
20065.75%-8.04%-2.96%7.31%
20054.55%2.35%N/AN/A

Rank In Category (By Total Return)

YTD35
1-Month42
3-Month59
1-Year38
3-Year40
5-Year67

Load Adjusted Returns

1-Year20.75%
3-Year0.46%
5-Year9.14%
10-Year10.50%