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MFS Research I (MRFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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62.13+0.08 (+0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.47%
5-year average return12.82%
Number of years up19
Number of years down7
Best 1-yr total return (20 June 2024)33.44%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return33.44%
Worst 3-yr total return6.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRFIXCategory
YTD9.23%5.31%
1-month4.07%-4.19%
3-month2.12%3.90%
1-year25.64%20.31%
3-year7.36%6.48%
5-year13.69%11.78%
10-year11.73%10.96%
Last bull market25.70%25.56%
Last bear market-13.79%-15.11%

Annual total return (%) history

Year
MRFIXCategory
2024
N/AN/A
2023
22.77%22.32%
2022
-17.05%-16.96%
2021
25.03%26.07%
2020
16.89%15.83%
2019
33.44%28.78%
2018
-4.24%-6.27%
2017
23.64%20.44%
2016
9.01%10.37%
2015
1.09%-1.07%
2014
10.43%10.96%
2013
32.46%31.50%
2012
17.48%14.96%
2011
-0.44%-1.27%
2010
15.71%14.01%
2009
30.74%28.17%
2008
-36.30%-37.79%
2007
13.36%6.16%
2006
10.74%14.17%
2005
7.95%5.88%
2004
15.93%10.02%
2003
24.98%27.05%
2002
-24.51%-22.25%
2001
-21.35%-13.50%
2000
-4.24%-6.31%
1999
24.27%20.16%
1998
23.32%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.26%N/AN/AN/A
20234.41%8.36%-3.60%12.57%
2022-6.49%-13.79%-4.38%7.61%
20215.32%8.92%0.20%8.78%
2020-18.31%19.42%8.30%10.63%
201914.74%5.97%1.92%7.68%
20180.49%3.23%7.23%-13.91%
20177.37%4.17%4.35%5.93%
20160.41%3.46%4.02%0.88%
20151.95%0.55%-7.07%6.12%
20141.18%4.05%0.61%4.27%
201310.41%3.27%5.58%10.03%
201213.19%-3.60%7.40%0.24%
20114.65%0.26%-14.63%11.15%
20105.46%-12.54%11.89%12.12%
2009-7.93%15.40%16.75%5.40%
2008-9.61%0.24%-8.91%-22.82%
20072.64%7.23%2.81%0.19%
20063.54%-3.81%4.92%5.98%
2005-1.41%2.27%4.54%2.41%
20043.65%1.46%-2.30%12.83%
2003-3.06%14.42%1.63%10.87%
20020.16%-14.78%-16.73%6.20%
2001-17.09%4.88%-19.56%12.46%
20009.03%-2.49%2.62%-12.23%
19991.62%7.44%-6.56%21.81%
199815.86%2.47%-14.94%22.12%
199716.43%8.44%-1.52%N/A

Rank in category (by total return)

YTD66
1-month64
3-month78
1-year63
3-year65
5-year67

Load adjusted returns

1-year25.64%
3-year7.36%
5-year13.69%
10-year11.73%