Mfs Growth Fund Class I: (MF: MFEIX)
(NASDAQ Mutual Funds) As of Sep 10, 2024 08:00 PM ET
$204.73 USD
+1.06 (0.52%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 22.18 | 16 |
3 months | 10.17 | 25 |
6 months | 17.01 | 21 |
1 Year | 30.83 | 11 |
3 Year | 6.54 | 27 |
5 Year | 14.94 | 29 |
10 Year | 14.99 | 15 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 131.43 |
Bear Market (10/07 - 2/09) | -46.22 |
Bull Market (2/09 - 3/21) | 1,087.18 |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 36.40 |
5 Year | 15.80 |
10 Year | 15.11 |
Since Inception | 9.17 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 16.20 | 7.07 | NA | NA |
2023 | 10.72 | 12.15 | -2.83 | 12.82 |
2022 | -12.34 | -19.38 | -6.11 | 3.77 |
2021 | 0.38 | 12.56 | 1.25 | 8.07 |
2020 | -11.77 | 24.65 | 10.88 | 7.92 |
2019 | 17.74 | 6.56 | 1.11 | 8.53 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 22.18 | 36.12 | -31.15 | 23.64 | 31.61 | 37.69 | 2.58 | 30.85 | 2.46 | 7.37 | 8.79 |
% Total Return Rel to Index | 5.47 | 9.88 | -12.94 | -5.03 | 13.21 | 6.20 | 6.98 | 9.06 | -9.46 | 5.98 | -4.85 |
% Total Return Rel to Peer | 8.78 | 10.00 | -6.28 | 8.81 | 5.82 | 12.48 | 7.00 | 11.61 | -1.03 | 7.20 | 3.13 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 1.00 | 1.00 | 2.00 | 3.00 | 1.00 | 3.00 |
% Dividends | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.01 | 0.00 | 0.00 |
% Yield | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.02 | 0.00 | 0.00 |
Capital Gains ($) | 0.19 | 8.36 | 1.39 | 5.36 | 5.76 | 2.00 | 3.81 | 2.38 | 1.19 | 2.71 | 2.78 |
Expense Ratio | 0.57 | 0.59 | 0.59 | 0.58 | 0.61 | 0.65 | 0.67 | 0.69 | 0.71 | 0.71 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%