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MFS Utilities B (MMUBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.61+0.03 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.78%
5-year average return4.76%
Number of years up23
Number of years down7
Best 1-yr total return (23 Apr 2024)31.88%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return31.88%
Worst 3-yr total return1.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMUBXCategory
YTD-1.17%4.24%
1-month4.93%-1.35%
3-month-1.17%0.70%
1-year-3.47%18.66%
3-year2.25%9.19%
5-year4.70%7.16%
10-year4.69%9.33%
Last bull market19.31%12.93%
Last bear market-7.50%-5.79%

Annual total return (%) history

Year
MMUBXCategory
2024
N/AN/A
2023
-2.96%N/A
2022
-0.30%N/A
2021
13.02%N/A
2020
5.21%0.89%
2019
23.97%22.87%
2018
0.03%2.76%
2017
13.89%11.83%
2016
10.55%13.75%
2015
-15.43%-9.86%
2014
11.80%17.08%
2013
19.24%18.37%
2012
12.47%6.90%
2011
5.82%10.58%
2010
12.69%8.60%
2009
31.88%17.82%
2008
-38.01%-33.87%
2007
26.67%20.39%
2006
30.51%26.03%
2005
15.91%13.59%
2004
29.04%23.96%
2003
35.05%23.65%
2002
-24.99%-23.82%
2001
-25.59%-20.74%
2000
6.28%8.42%
1999
30.81%15.87%
1998
16.96%19.19%
1997
30.54%26.13%
1996
19.11%9.81%
1995
31.50%28.17%
1994
-6.14%-8.82%
1993
N/A13.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.17%N/AN/AN/A
2023-0.65%-0.77%-10.73%10.26%
20223.20%-7.50%-4.97%9.90%
20211.08%1.49%-0.47%10.68%
2020-17.80%9.67%2.74%13.59%
201912.04%2.95%5.83%1.56%
2018-2.37%4.38%1.21%-3.01%
20177.27%2.13%3.91%0.05%
20167.72%6.62%-1.22%-2.55%
20150.68%-2.22%-12.00%-2.37%
20146.14%9.78%-4.59%0.56%
20139.78%-0.59%4.79%4.27%
20125.03%-0.57%6.06%1.54%
20116.84%3.07%-11.29%8.32%
2010-0.50%-7.14%12.94%8.00%
2009-8.53%20.44%13.61%5.37%
2008-9.57%8.02%-24.20%-16.27%
20078.80%8.73%2.36%4.61%
20063.10%4.72%6.63%13.37%
20050.82%7.01%9.75%-2.11%
20044.60%0.94%6.07%15.22%
20030.60%20.06%0.47%11.30%
2002-6.07%-16.28%-12.71%9.28%
2001-5.43%-5.57%-17.32%0.78%
200010.66%-6.26%5.48%-2.87%
1999-0.80%10.56%-2.03%21.75%
199811.01%-0.24%-3.81%9.81%
19970.08%11.74%7.82%8.27%
19961.51%3.73%1.17%11.82%
19952.67%8.69%9.15%7.95%
1994-3.81%-3.31%3.17%-2.18%
19930.19%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month87
3-month92
1-year87
3-year76
5-year68

Load adjusted returns

1-year-7.15%
3-year1.38%
5-year4.38%
10-year4.69%