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Mfs Research Fund Class R3: (MF: MFRHX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$60.33 USD
+0.28 (0.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.92 | 43 |
| 3 months | 1.54 | 45 |
| 6 months | 11.92 | 43 |
| 1 Year | 21.27 | 42 |
| 3 Year | 7.28 | 35 |
| 5 Year | 12.57 | 41 |
| 10 Year | 11.49 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.01 |
| Bull Market (2/09 - 3/21) | 753.95 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.27 |
| 5 Year | 12.56 |
| 10 Year | 11.49 |
| Since Inception | 10.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.21 | 1.54 | NA | NA |
| 2023 | 4.36 | 8.29 | -3.66 | 12.47 |
| 2022 | -6.55 | -13.85 | -4.42 | 7.51 |
| 2021 | 5.25 | 8.85 | 0.13 | 8.72 |
| 2020 | -18.34 | 19.33 | 8.21 | 10.56 |
| 2019 | 14.66 | 5.91 | 1.84 | 7.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.92 | 22.46 | -17.27 | 24.73 | 16.58 | 33.11 | -4.49 | 23.32 | 8.74 | 0.85 | 10.12 |
| % Total Return Rel to Index | -3.38 | -3.78 | 0.93 | -3.94 | -1.81 | 1.62 | -0.10 | 1.52 | -3.19 | -0.53 | -3.52 |
| % Total Return Rel to Peer | 1.25 | -0.53 | 2.42 | 2.67 | -3.33 | 4.68 | 2.36 | 2.64 | 0.92 | 2.45 | 1.91 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.30 | 0.34 | 0.18 | 0.27 | 0.35 | 0.35 | 0.43 | 0.37 | 0.27 | 0.25 |
| % Yield | 0.00 | 0.51 | 0.66 | 0.28 | 0.49 | 0.72 | 0.84 | 0.93 | 0.92 | 0.68 | 0.61 |
| Capital Gains ($) | 0.00 | 3.26 | 3.17 | 3.09 | 2.32 | 1.35 | 4.22 | 3.25 | 1.72 | 2.22 | 1.89 |
| Expense Ratio | 0.78 | 0.81 | 0.79 | 0.78 | 0.79 | 0.80 | 0.82 | 0.82 | 0.83 | 0.82 | 0.81 |
* 1 = Top 20%, 5 = Bottom 20%