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MFS Core Equity I (MRGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.93+0.12 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.45%
5-year average return13.73%
Number of years up19
Number of years down7
Best 1-yr total return (17 June 2024)34.49%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return34.49%
Worst 3-yr total return7.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRGRXCategory
YTD9.58%5.31%
1-month4.29%-4.19%
3-month2.53%3.90%
1-year26.02%20.31%
3-year7.72%6.48%
5-year14.41%11.78%
10-year12.33%10.96%
Last bull market26.52%25.56%
Last bear market-14.00%-15.11%

Annual total return (%) history

Year
MRGRXCategory
2024
N/AN/A
2023
23.18%22.32%
2022
-16.99%-16.96%
2021
25.37%26.07%
2020
18.83%15.83%
2019
33.11%28.78%
2018
-3.90%-6.27%
2017
24.77%20.44%
2016
11.38%10.37%
2015
-0.14%-1.07%
2014
11.36%10.96%
2013
34.49%31.50%
2012
16.86%14.96%
2011
-0.81%-1.27%
2010
17.33%14.01%
2009
33.14%28.17%
2008
-37.71%-37.79%
2007
8.90%6.16%
2006
13.69%14.17%
2005
6.37%5.88%
2004
14.34%10.02%
2003
28.03%27.05%
2002
-21.47%-22.25%
2001
-11.34%-13.50%
2000
2.95%-6.31%
1999
8.60%20.16%
1998
22.34%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.42%N/AN/AN/A
20235.68%7.89%-3.69%12.17%
2022-5.86%-14.00%-4.42%7.28%
20215.87%8.44%0.66%8.48%
2020-18.99%20.49%8.35%12.36%
201914.61%5.52%1.45%8.49%
20180.15%3.91%6.80%-13.54%
20176.77%4.76%5.03%6.21%
20160.50%2.83%4.13%3.50%
20152.95%0.64%-8.54%5.38%
20141.50%4.25%0.54%4.68%
201311.13%3.47%6.33%10.00%
201212.75%-3.92%7.39%0.45%
20115.21%0.26%-15.29%11.00%
20105.50%-11.20%12.41%11.42%
2009-8.49%18.20%15.86%6.25%
2008-11.16%0.40%-10.04%-22.38%
20072.49%6.47%1.66%-1.84%
20063.30%-2.98%5.60%7.43%
2005-2.46%2.81%3.52%2.46%
20042.30%1.88%-1.84%11.76%
2003-4.02%17.08%2.84%10.78%
20021.00%-12.94%-16.03%6.36%
2001-11.00%2.71%-12.95%11.42%
20002.02%-0.74%4.28%-2.52%
19993.49%5.28%-8.59%9.05%
199812.76%3.81%-12.42%19.33%
199715.17%7.87%2.83%N/A

Rank in category (by total return)

YTD63
1-month59
3-month71
1-year61
3-year58
5-year57

Load adjusted returns

1-year26.02%
3-year7.72%
5-year14.41%
10-year12.33%