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Mfs Series Trust I: Mfs Core Equity Fund Class C: (MF: MRGCX)
(NASDAQ Mutual Funds) As of Jul 8, 2024 08:00 PM ET
$42.10 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.10 | 47 |
| 3 months | 2.26 | 57 |
| 6 months | 14.44 | 56 |
| 1 Year | 24.78 | 54 |
| 3 Year | 6.64 | 40 |
| 5 Year | 13.27 | 44 |
| 10 Year | 11.20 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 104.00 |
| Bear Market (10/07 - 2/09) | -50.26 |
| Bull Market (2/09 - 3/21) | 713.99 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 26.16 |
| 5 Year | 13.19 |
| 10 Year | 11.47 |
| Since Inception | 7.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.12 | NA | NA | NA |
| 2023 | 5.38 | 7.62 | -3.93 | 11.92 |
| 2022 | -6.09 | -14.23 | -4.65 | 7.03 |
| 2021 | 5.61 | 8.17 | 0.42 | 8.21 |
| 2020 | -19.19 | 20.15 | 8.11 | 12.04 |
| 2019 | 14.28 | 5.24 | 1.18 | 8.26 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.10 | 21.94 | -17.81 | 24.14 | 17.62 | 31.76 | -4.83 | 23.50 | 10.27 | -1.09 | 10.23 |
| % Total Return Rel to Index | -2.20 | -4.29 | 0.39 | -4.53 | -0.78 | 0.27 | -0.43 | 1.71 | -1.66 | -2.48 | -3.40 |
| % Total Return Rel to Peer | 0.50 | -1.05 | 1.88 | 2.09 | -2.29 | 3.34 | 2.03 | 2.83 | 2.45 | 0.50 | 2.03 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.12 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.31 | 0.00 | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.86 | 1.30 | 3.39 | 0.47 | 0.49 | 2.82 | 1.94 | 0.81 | 2.59 | 2.14 |
| Expense Ratio | 1.64 | 1.65 | 1.66 | 1.67 | 1.71 | 1.74 | 1.74 | 1.77 | 1.81 | 1.80 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%