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MFS Equity Income C (EQNCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.56+0.05 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.67%
5-year average return11.30%
Number of years up8
Number of years down3
Best 1-yr total return (27 June 2024)29.96%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return29.96%
Worst 3-yr total return5.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEQNCXCategory
YTD9.03%4.44%
1-month4.06%-4.04%
3-month5.25%4.09%
1-year24.31%14.37%
3-year7.98%6.04%
5-year12.56%9.20%
10-year8.78%8.57%
Last bull market24.22%22.97%
Last bear market-12.03%-11.27%

Annual total return (%) history

Year
EQNCXCategory
2024
N/AN/A
2023
14.99%11.63%
2022
-7.80%-5.90%
2021
25.06%26.22%
2020
7.45%2.91%
2019
24.54%25.04%
2018
-8.40%-8.53%
2017
18.71%15.94%
2016
9.56%14.81%
2015
-1.80%-4.05%
2014
8.16%10.21%
2013
29.96%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.98%N/AN/AN/A
20232.26%5.07%-3.52%10.92%
2022-1.91%-12.03%-4.95%12.41%
20218.67%7.18%-0.97%8.43%
2020-24.09%17.20%5.30%14.70%
201911.71%1.98%-0.22%9.56%
2018-2.44%1.49%5.82%-12.58%
20175.98%2.64%3.86%5.07%
20161.32%1.41%4.00%2.52%
20150.64%1.33%-7.31%3.89%
20143.01%4.16%-0.71%1.53%
20139.58%2.92%4.38%10.39%
2012-0.65%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month14
3-month23
1-year35
3-year21
5-year30

Load adjusted returns

1-year23.31%
3-year7.98%
5-year12.56%
10-year8.78%