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Mfs Research Fund Class R1: (MF: MFRLX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$51.90 USD
-0.26 (-0.50%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.18 | 55 |
| 3 months | 4.20 | 71 |
| 6 months | 5.61 | 61 |
| 1 Year | 30.44 | 50 |
| 3 Year | 7.96 | 51 |
| 5 Year | 12.28 | 53 |
| 10 Year | 11.08 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.51 |
| Bull Market (2/09 - 3/21) | 693.27 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 30.44 |
| 5 Year | 12.28 |
| 10 Year | 11.08 |
| Since Inception | 9.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.00 | 1.35 | 4.20 | NA |
| 2023 | 4.19 | 8.07 | -3.83 | 12.27 |
| 2022 | -6.72 | -14.01 | -4.60 | 7.30 |
| 2021 | 5.03 | 8.65 | -0.04 | 8.50 |
| 2020 | -18.51 | 19.11 | 8.02 | 10.38 |
| 2019 | 14.45 | 5.71 | 1.65 | 7.42 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.18 | 21.57 | -17.89 | 23.77 | 15.74 | 32.12 | -5.22 | 22.40 | 7.93 | 0.08 | 9.33 |
| % Total Return Rel to Index | -5.92 | -4.66 | 0.30 | -4.90 | -2.66 | 0.63 | -0.83 | 0.61 | -4.00 | -1.30 | -4.30 |
| % Total Return Rel to Peer | -0.78 | -1.42 | 1.80 | 1.71 | -4.17 | 3.70 | 1.63 | 1.73 | 0.11 | 1.68 | 1.13 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.02 | 0.07 | 0.16 | 0.12 | 0.02 | 0.02 |
| % Yield | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 0.05 | 0.19 | 0.38 | 0.33 | 0.05 | 0.05 |
| Capital Gains ($) | 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 | 1.54 | 1.53 | 1.54 | 1.55 | 1.57 | 1.57 | 1.58 | 1.57 | 1.56 |
* 1 = Top 20%, 5 = Bottom 20%