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MFS Mid Cap Growth I (OTCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.96+0.14 (+0.45%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.24%
5-Year Average Return9.66%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Jun 5, 2024)42.11%
Worst 1 Yr Total Return (Jun 5, 2024)N/A
Best 3-Yr Total Return42.11%
Worst 3-Yr Total Return-0.31%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOTCIXCategory
YTD6.66%10.80%
1-Month2.57%4.43%
3-Month-1.98%7.00%
1-Year21.96%48.17%
3-Year1.48%21.26%
5-Year10.24%20.18%
10-Year11.61%14.07%
Last Bull Market29.50%27.14%
Last Bear Market-17.34%-21.26%

Annual Total Return (%) History

Year
OTCIXCategory
2024
N/AN/A
2023
21.27%N/A
2022
-28.34%N/A
2021
14.02%N/A
2020
35.67%39.26%
2019
37.82%32.52%
2018
1.10%-6.65%
2017
26.29%23.91%
2016
4.62%6.03%
2015
4.46%-0.95%
2014
8.81%7.00%
2013
37.28%34.93%
2012
16.38%14.07%
2011
-5.85%-3.96%
2010
28.94%24.61%
2009
42.11%39.11%
2008
-51.00%-43.77%
2007
9.75%15.09%
2006
2.36%9.00%
2005
2.98%9.84%
2004
14.70%13.23%
2003
38.42%35.96%
2002
-47.41%-27.24%
2001
-19.66%-19.98%
2000
8.06%-4.78%
1999
78.85%60.49%
1998
20.65%18.76%
1997
N/A17.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.78%N/AN/AN/A
20237.48%5.16%-5.06%13.00%
2022-15.57%-17.34%-4.14%7.11%
2021-2.42%7.96%2.24%5.87%
2020-16.03%26.06%11.39%15.06%
201918.86%9.19%-0.19%6.38%
20185.45%5.84%7.59%-15.80%
20176.90%7.10%5.06%5.00%
2016-0.62%2.07%4.39%-1.20%
20155.78%0.86%-6.40%4.61%
20140.57%1.69%0.69%5.67%
201311.46%2.00%10.33%9.44%
201214.12%-5.45%6.07%1.68%
20116.06%-0.50%-17.04%7.53%
20108.92%-9.19%13.04%15.34%
2009-3.90%17.24%19.03%5.96%
2008-10.98%4.51%-19.20%-34.82%
20074.51%6.62%1.32%-2.79%
20066.01%-7.79%-2.63%7.55%
2005-6.96%2.85%4.97%2.53%
20046.97%1.42%-7.48%14.27%
20030.35%18.53%5.31%10.50%
2002-8.84%-33.81%-18.81%7.34%
2001-24.11%24.47%-32.92%26.78%
200014.55%7.26%-0.95%-11.21%
19990.62%20.74%5.27%39.85%
199819.20%-2.91%-16.40%24.71%
199717.72%13.34%-3.98%N/A

Rank In Category (By Total Return)

YTD32
1-Month40
3-Month49
1-Year30
3-Year30
5-Year49

Load Adjusted Returns

1-Year21.96%
3-Year1.48%
5-Year10.24%
10-Year11.61%