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MFS Mid Cap Growth A (OTCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.33+0.03 (+0.11%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.83%
5-year average return9.31%
Number of years up25
Number of years down5
Best 1-yr total return (25 Apr 2024)41.63%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return41.63%
Worst 3-yr total return-0.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOTCAXCategory
YTD10.70%10.80%
1-month1.79%4.43%
3-month10.70%7.00%
1-year24.68%48.17%
3-year3.74%21.26%
5-year11.27%20.18%
10-year11.70%14.07%
Last bull market31.96%27.14%
Last bear market-17.40%-21.26%

Annual total return (%) history

Year
OTCAXCategory
2024
N/AN/A
2023
21.00%N/A
2022
-28.53%N/A
2021
13.74%N/A
2020
35.33%39.26%
2019
37.43%32.52%
2018
0.85%-6.65%
2017
25.99%23.91%
2016
4.33%6.03%
2015
4.21%-0.95%
2014
8.61%7.00%
2013
36.87%34.93%
2012
16.18%14.07%
2011
-6.12%-3.96%
2010
28.69%24.61%
2009
41.63%39.11%
2008
-51.12%-43.77%
2007
9.49%15.09%
2006
2.18%9.00%
2005
2.68%9.84%
2004
14.47%13.23%
2003
37.99%35.96%
2002
-47.52%-27.24%
2001
-19.94%-19.98%
2000
7.76%-4.78%
1999
78.61%60.49%
1998
20.28%18.76%
1997
11.67%17.98%
1996
19.44%18.11%
1995
22.25%34.57%
1994
4.39%-1.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.70%N/AN/AN/A
20237.42%5.10%-5.13%12.97%
2022-15.62%-17.40%-4.22%7.07%
2021-2.48%7.89%2.19%5.79%
2020-16.13%26.04%11.30%15.03%
201918.73%9.12%-0.20%6.29%
20185.32%5.82%7.46%-15.79%
20176.87%6.97%5.00%4.96%
2016-0.79%2.02%4.38%-1.25%
20155.65%0.75%-6.39%4.59%
20140.51%1.60%0.65%5.67%
201311.32%1.98%10.24%9.37%
201214.09%-5.51%5.94%1.73%
20116.01%-0.52%-17.20%7.51%
20108.86%-9.17%12.94%15.24%
2009-3.98%17.22%18.94%5.80%
2008-11.00%4.38%-19.29%-34.81%
20074.48%6.43%1.34%-2.84%
20065.99%-7.81%-2.68%7.45%
2005-7.05%2.89%4.80%2.46%
20046.91%1.32%-7.45%14.18%
20030.18%18.52%5.21%10.47%
2002-8.86%-33.88%-18.77%7.20%
2001-24.18%24.47%-32.97%26.56%
200014.51%7.16%-1.01%-11.29%
19990.52%20.88%5.11%39.85%
199819.09%-2.91%-16.51%24.61%
1997-12.66%17.58%13.36%-4.07%
19967.75%9.66%-0.41%1.50%
19956.14%3.29%9.77%1.59%
19941.22%-10.35%15.97%-0.81%

Rank in category (by total return)

YTD32
1-month83
3-month32
1-year40
3-year36
5-year45

Load adjusted returns

1-year17.51%
3-year1.72%
5-year9.96%
10-year11.04%