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Mfs Series Trust Iv-mfs Mid-cap Growth Fund-class A: (MF: OTCAX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$27.58 USD
+0.29 (1.06%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.59 | 60 |
| 3 months | -2.80 | 71 |
| 6 months | 7.59 | 60 |
| 1 Year | 15.31 | 60 |
| 3 Year | 0.20 | 83 |
| 5 Year | 8.72 | 76 |
| 10 Year | 11.20 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 101.13 |
| Bear Market (10/07 - 2/09) | -57.53 |
| Bull Market (2/09 - 3/21) | 794.27 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 9.04 |
| 5 Year | 7.51 |
| 10 Year | 10.58 |
| Since Inception | 8.45 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.69 | -2.80 | NA | NA |
| 2023 | 7.42 | 5.09 | -5.13 | 12.97 |
| 2022 | -15.62 | -17.40 | -4.22 | 7.07 |
| 2021 | -2.48 | 7.89 | 2.19 | 5.78 |
| 2020 | -16.12 | 26.03 | 11.29 | 15.02 |
| 2019 | 18.73 | 9.11 | -0.20 | 6.28 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.59 | 20.99 | -28.52 | 13.74 | 35.32 | 37.41 | 0.87 | 25.94 | 4.30 | 4.22 | 8.61 |
| % Total Return Rel to Index | -7.71 | -5.25 | -10.32 | -14.94 | 16.92 | 5.92 | 5.27 | 4.15 | -7.63 | 2.83 | -5.02 |
| % Total Return Rel to Peer | -3.07 | -2.00 | -8.82 | -8.31 | 15.41 | 8.99 | 7.73 | 5.27 | -3.51 | 5.82 | 0.41 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 | 0.98 |
| Expense Ratio | 1.02 | 1.03 | 1.01 | 1.00 | 1.04 | 1.09 | 1.16 | 1.20 | 1.22 | 1.21 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%