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MFS Mid Cap Growth R2 (MCPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.15+0.20 (+0.77%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.10%
5-year average return8.98%
Number of years up17
Number of years down3
Best 1-yr total return (23 Apr 2024)41.34%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return41.34%
Worst 3-yr total return-0.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMCPRXCategory
YTD10.63%10.80%
1-month1.79%4.43%
3-month10.63%7.00%
1-year24.42%48.17%
3-year3.49%21.26%
5-year10.98%20.18%
10-year11.42%14.07%
Last bull market31.65%27.14%
Last bear market-17.45%-21.26%

Annual total return (%) history

Year
MCPRXCategory
2024
N/AN/A
2023
20.69%N/A
2022
-28.71%N/A
2021
13.45%N/A
2020
35.01%39.26%
2019
37.14%32.52%
2018
0.57%-6.65%
2017
25.62%23.91%
2016
4.15%6.03%
2015
3.93%-0.95%
2014
8.31%7.00%
2013
36.54%34.93%
2012
15.83%14.07%
2011
-6.29%-3.96%
2010
28.24%24.61%
2009
41.34%39.11%
2008
-51.24%-43.77%
2007
9.10%15.09%
2006
1.65%9.00%
2005
2.25%9.84%
2004
13.99%13.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.63%N/AN/AN/A
20237.32%5.09%-5.19%12.87%
2022-15.66%-17.45%-4.30%7.00%
2021-2.54%7.83%2.13%5.71%
2020-16.14%25.91%11.25%14.94%
201918.76%9.00%-0.27%6.22%
20185.29%5.72%7.43%-15.91%
20176.76%6.90%4.93%4.90%
2016-0.75%1.96%4.28%-1.31%
20155.58%0.79%-6.52%4.48%
20140.45%1.58%0.52%5.59%
201311.28%1.95%10.13%9.28%
201214.03%-5.57%5.90%1.58%
20115.96%-0.64%-17.18%7.47%
20108.79%-9.40%13.01%15.14%
2009-4.07%16.99%18.87%5.95%
2008-11.12%4.36%-19.38%-34.79%
20074.33%6.44%1.17%-2.89%
20065.84%-7.91%-2.82%7.33%
2005-7.09%2.67%4.60%2.48%
20046.93%1.20%-7.71%14.14%

Rank in category (by total return)

YTD33
1-month83
3-month33
1-year43
3-year39
5-year50

Load adjusted returns

1-year24.42%
3-year3.49%
5-year10.98%
10-year11.42%