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Mfs Growth Fund Class R3: (MF: MFEHX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$183.30 USD
-5.24 (-2.78%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.27 | 18 |
| 3 months | 7.01 | 28 |
| 6 months | 24.27 | 18 |
| 1 Year | 36.06 | 20 |
| 3 Year | 8.20 | 24 |
| 5 Year | 15.52 | 30 |
| 10 Year | 14.83 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.41 |
| Bull Market (2/09 - 3/21) | 1,064.02 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 36.06 |
| 5 Year | 15.51 |
| 10 Year | 14.83 |
| Since Inception | 12.75 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.13 | 7.01 | NA | NA |
| 2023 | 10.65 | 12.08 | -2.89 | 12.75 |
| 2022 | -12.40 | -19.43 | -6.17 | 3.70 |
| 2021 | 0.31 | 12.49 | 1.18 | 8.00 |
| 2020 | -11.83 | 24.58 | 10.81 | 7.86 |
| 2019 | 17.66 | 6.49 | 1.04 | 8.46 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.27 | 35.79 | -31.32 | 23.33 | 31.29 | 37.34 | 2.34 | 30.52 | 2.21 | 7.10 | 8.51 |
| % Total Return Rel to Index | 8.96 | 9.54 | -13.11 | -5.35 | 12.89 | 5.85 | 6.74 | 8.72 | -9.72 | 5.71 | -5.13 |
| % Total Return Rel to Peer | 11.30 | 9.66 | -6.45 | 8.50 | 5.50 | 12.13 | 6.76 | 11.28 | -1.28 | 6.93 | 2.85 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 2.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 8.36 | 1.39 | 5.36 | 5.76 | 2.01 | 3.82 | 2.38 | 1.19 | 2.71 | 2.79 |
| Expense Ratio | 0.00 | 0.84 | 0.84 | 0.83 | 0.86 | 0.90 | 0.92 | 0.94 | 0.96 | 0.96 | 0.99 |
* 1 = Top 20%, 5 = Bottom 20%