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MFS Research R1 (MFRLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.69+0.07 (+0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.21%
5-year average return12.13%
Number of years up14
Number of years down4
Best 1-yr total return (16 May 2024)32.11%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return32.11%
Worst 3-yr total return5.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFRLXCategory
YTD4.62%5.31%
1-month-4.90%-4.19%
3-month3.35%3.90%
1-year19.75%20.31%
3-year5.09%6.48%
5-year10.56%11.78%
10-year10.43%10.96%
Last bull market25.19%25.56%
Last bear market-14.02%-15.11%

Annual total return (%) history

Year
MFRLXCategory
2024
N/AN/A
2023
21.58%22.32%
2022
-17.90%-16.96%
2021
23.78%26.07%
2020
15.74%15.83%
2019
32.11%28.78%
2018
-5.21%-6.27%
2017
22.41%20.44%
2016
7.92%10.37%
2015
0.10%-1.07%
2014
9.36%10.96%
2013
31.13%31.50%
2012
16.27%14.96%
2011
-1.45%-1.27%
2010
14.61%14.01%
2009
29.43%28.17%
2008
-36.95%-37.79%
2007
12.15%6.16%
2006
9.51%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.00%N/AN/AN/A
20234.19%8.08%-3.84%12.27%
2022-6.72%-14.02%-4.60%7.31%
20215.03%8.65%-0.04%8.51%
2020-18.51%19.11%8.02%10.39%
201914.45%5.72%1.65%7.41%
20180.24%2.95%6.95%-14.12%
20177.10%3.91%4.09%5.67%
20160.12%3.21%3.77%0.65%
20151.69%0.28%-7.29%5.87%
20140.95%3.80%0.34%4.01%
201310.15%3.00%5.29%9.76%
201212.95%-3.91%7.17%-0.03%
20114.40%0.00%-14.88%10.91%
20105.24%-12.75%11.57%11.88%
2009-8.16%15.12%16.47%5.11%
2008-9.85%0.00%-9.17%-23.01%
20072.40%6.93%2.52%-0.09%
20063.27%-4.08%4.65%5.64%
20054.26%2.14%N/AN/A

Rank in category (by total return)

YTD71
1-month82
3-month70
1-year64
3-year80
5-year78

Load adjusted returns

1-year19.75%
3-year5.09%
5-year10.56%
10-year10.43%