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Mfs Research Fund Class B: (MF: MFRBX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$52.25 USD
+0.29 (0.56%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.34 | 55 |
| 3 months | 5.12 | 68 |
| 6 months | 7.07 | 68 |
| 1 Year | 22.03 | 53 |
| 3 Year | 5.51 | 54 |
| 5 Year | 12.08 | 56 |
| 10 Year | 10.72 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 105.17 |
| Bear Market (10/07 - 2/09) | -48.50 |
| Bull Market (2/09 - 3/21) | 681.05 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 15.55 |
| 5 Year | 11.28 |
| 10 Year | 10.67 |
| Since Inception | 9.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.98 | 1.36 | NA | NA |
| 2023 | 4.16 | 8.09 | -3.85 | 12.29 |
| 2022 | -6.73 | -14.01 | -4.59 | 7.31 |
| 2021 | 5.05 | 8.63 | -0.05 | 8.52 |
| 2020 | -18.48 | 19.09 | 8.01 | 10.38 |
| 2019 | 14.44 | 5.71 | 1.65 | 7.41 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.34 | 21.56 | -17.89 | 23.78 | 15.74 | 32.11 | -5.18 | 22.37 | 7.93 | 0.10 | 9.34 |
| % Total Return Rel to Index | -5.20 | -4.68 | 0.31 | -4.90 | -2.65 | 0.62 | -0.78 | 0.58 | -4.00 | -1.28 | -4.29 |
| % Total Return Rel to Peer | -0.50 | -1.43 | 1.80 | 1.72 | -4.17 | 3.69 | 1.67 | 1.70 | 0.11 | 1.70 | 1.14 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.04 | 0.13 | 0.09 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.12 | 0.31 | 0.25 | 0.01 | 0.00 |
| Capital Gains ($) | 0.00 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 | 1.89 |
| Expense Ratio | 1.53 | 1.56 | 1.53 | 1.53 | 1.54 | 1.54 | 1.56 | 1.57 | 1.57 | 1.57 | 1.55 |
* 1 = Top 20%, 5 = Bottom 20%