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MFS Growth R6 (MFEKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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197.58+3.13 (+1.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.90%
5-year average return14.32%
Number of years up11
Number of years down1
Best 1-yr total return (2 May 2024)37.81%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return37.81%
Worst 3-yr total return3.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFEKXCategory
YTD10.93%12.38%
1-month-4.56%5.09%
3-month6.23%10.28%
1-year34.15%41.70%
3-year6.02%22.56%
5-year13.72%21.98%
10-year14.42%15.99%
Last bull market32.05%25.99%
Last bear market-19.36%-17.29%

Annual total return (%) history

Year
MFEKXCategory
2024
N/AN/A
2023
36.25%N/A
2022
-31.08%N/A
2021
23.76%N/A
2020
31.74%35.86%
2019
37.81%31.90%
2018
2.68%-2.09%
2017
30.99%27.67%
2016
2.55%3.23%
2015
7.49%3.60%
2014
8.88%10.00%
2013
36.74%33.92%
2012
17.39%15.34%
2011
N/A-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.23%N/AN/AN/A
202310.75%12.18%-2.82%12.85%
2022-12.33%-19.36%-6.09%3.80%
20210.40%12.59%1.27%8.11%
2020-11.75%24.68%10.91%7.95%
201917.77%6.58%1.15%8.55%
20185.21%6.58%8.09%-15.28%
20179.72%6.70%5.06%6.51%
2016-1.48%1.66%4.22%-1.75%
20153.51%0.25%-4.52%8.49%
2014-0.16%2.95%0.86%5.03%
20139.63%1.56%10.77%10.87%
201215.35%-5.41%7.69%-0.10%
20118.40%N/AN/AN/A

Rank in category (by total return)

YTD7
1-month45
3-month12
1-year25
3-year40
5-year41

Load adjusted returns

1-year34.15%
3-year6.02%
5-year13.72%
10-year14.42%