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Mfs Series Trust Iv-mfs Mid-cap Growth Fund Class B: (MF: OTCBX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$22.72 USD
+0.22 (0.98%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.20 | 62 |
| 3 months | -2.95 | 72 |
| 6 months | 7.20 | 62 |
| 1 Year | 14.45 | 63 |
| 3 Year | -0.56 | 86 |
| 5 Year | 7.91 | 83 |
| 10 Year | 10.36 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.56 |
| Bear Market (10/07 - 2/09) | -57.90 |
| Bull Market (2/09 - 3/21) | 696.67 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 9.88 |
| 5 Year | 7.47 |
| 10 Year | 10.36 |
| Since Inception | 8.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.46 | -2.95 | NA | NA |
| 2023 | 7.20 | 4.94 | -5.33 | 12.77 |
| 2022 | -15.78 | -17.53 | -4.41 | 6.83 |
| 2021 | -2.64 | 7.69 | 1.97 | 5.58 |
| 2020 | -16.28 | 25.75 | 11.13 | 14.80 |
| 2019 | 18.59 | 8.93 | -0.42 | 6.10 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.20 | 20.12 | -29.08 | 12.89 | 34.30 | 36.49 | 0.07 | 24.95 | 3.55 | 3.49 | 7.75 |
| % Total Return Rel to Index | -8.10 | -6.11 | -10.87 | -15.78 | 15.90 | 5.00 | 4.46 | 3.16 | -8.38 | 2.10 | -5.89 |
| % Total Return Rel to Peer | -3.46 | -2.87 | -9.38 | -9.16 | 14.38 | 8.07 | 6.93 | 4.27 | -4.26 | 5.09 | -0.45 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.12 | 0.23 | 0.18 | 0.73 | 1.40 | 0.78 | 0.40 | 0.98 |
| Expense Ratio | 1.78 | 1.78 | 1.76 | 1.75 | 1.79 | 1.84 | 1.91 | 1.95 | 1.97 | 1.96 | 1.94 |
* 1 = Top 20%, 5 = Bottom 20%