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MFS Mid Cap Growth Fund Class 529B (EBCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.18-0.21 (-1.03%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return11.04%
5-year average return10.73%
Number of years up17
Number of years down2
Best 1-yr total return (3 Feb 2019)40.52%
Worst 1-yr total return (3 Feb 2019)-51.58%
Best 3-yr total return40.52%
Worst 3-yr total return-9.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEBCGXCategory
YTD-15.78%10.80%
1-month2.59%4.43%
3-month-12.87%7.00%
1-year-0.64%48.17%
3-year13.94%21.26%
5-year15.19%20.18%
10-year13.32%14.07%
Last bull market31.91%27.14%
Last bear market-18.65%-21.26%

Annual total return (%) history

Year
EBCGXCategory
2021
N/AN/A
2020
34.47%39.26%
2019
36.32%32.52%
2018
0.04%-6.65%
2017
24.95%23.91%
2016
3.57%6.03%
2015
3.46%-0.95%
2014
7.71%7.00%
2013
35.79%34.93%
2012
15.12%14.07%
2011
-6.80%-3.96%
2010
27.60%24.61%
2009
40.52%39.11%
2008
-51.58%-43.77%
2007
8.47%15.09%
2006
1.16%9.00%
2005
1.65%9.84%
2004
13.33%13.23%
2003
36.61%35.96%
2002
N/A-27.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-2.49%7.89%N/AN/A
2020-16.26%25.74%11.09%14.96%
201918.51%8.90%-0.38%6.03%
20185.15%5.56%7.27%-15.97%
20176.67%6.74%4.79%4.73%
2016-0.92%1.87%4.16%-1.48%
20155.47%0.64%-6.58%4.33%
20140.33%1.50%0.41%5.34%
201311.10%1.83%10.01%9.10%
201213.82%-5.73%5.83%1.38%
20115.71%-0.69%-17.25%7.27%
20108.68%-9.56%12.78%15.10%
2009-4.14%16.82%18.68%5.74%
2008-11.29%4.28%-19.50%-34.99%
20074.23%6.26%1.03%-3.07%
20065.79%-8.10%-2.86%7.11%
2005-7.18%2.53%4.57%2.13%
20046.67%1.13%-7.79%13.94%
20030.00%18.21%4.93%10.13%
20027.02%N/AN/AN/A

Rank in category (by total return)

YTD86
1-month88
3-month66
1-year42
3-year59
5-year35

Load adjusted returns

1-year-7.10%
3-year13.77%
5-year15.26%
10-year13.42%