Australia markets closed

MFS Mid Cap Growth B (OTCBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.37+0.31 (+1.41%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.90%
5-year average return8.39%
Number of years up25
Number of years down5
Best 1-yr total return (2 May 2024)40.56%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return40.56%
Worst 3-yr total return-1.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOTCBXCategory
YTD3.60%10.80%
1-month-6.21%4.43%
3-month2.57%7.00%
1-year17.22%48.17%
3-year-1.11%21.26%
5-year7.94%20.18%
10-year10.40%14.07%
Last bull market28.98%27.14%
Last bear market-17.53%-21.26%

Annual total return (%) history

Year
OTCBXCategory
2024
N/AN/A
2023
20.13%N/A
2022
-29.08%N/A
2021
12.90%N/A
2020
34.31%39.26%
2019
36.51%32.52%
2018
0.04%-6.65%
2017
25.01%23.91%
2016
3.58%6.03%
2015
3.47%-0.95%
2014
7.75%7.00%
2013
35.86%34.93%
2012
15.28%14.07%
2011
-6.82%-3.96%
2010
27.63%24.61%
2009
40.56%39.11%
2008
-51.41%-43.77%
2007
8.61%15.09%
2006
1.38%9.00%
2005
1.87%9.84%
2004
13.70%13.23%
2003
36.98%35.96%
2002
-47.90%-27.24%
2001
-20.55%-19.98%
2000
6.95%-4.78%
1999
77.09%60.49%
1998
19.50%18.76%
1997
10.63%17.98%
1996
18.78%18.11%
1995
21.19%34.57%
1994
3.00%-1.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20237.21%4.95%-5.33%12.78%
2022-15.79%-17.53%-4.42%6.84%
2021-2.65%7.70%1.98%5.59%
2020-16.29%25.75%11.13%14.80%
201918.59%8.94%-0.43%6.12%
20185.10%5.64%7.30%-16.02%
20176.61%6.84%4.76%4.77%
2016-0.91%1.83%4.16%-1.45%
20155.45%0.63%-6.61%4.42%
20140.33%1.47%0.40%5.41%
201311.14%1.80%10.04%9.12%
201213.86%-5.75%5.86%1.47%
20115.74%-0.68%-17.31%7.30%
20108.55%-9.42%12.73%15.15%
2009-4.29%17.04%18.58%5.82%
2008-11.16%4.23%-19.48%-34.83%
20074.30%6.30%1.12%-3.13%
20065.74%-8.03%-2.83%7.29%
2005-7.25%2.65%4.55%2.35%
20046.78%1.12%-7.64%14.00%
20030.00%18.40%4.92%10.26%
2002-9.00%-33.99%-18.96%7.02%
2001-24.29%24.19%-33.07%26.25%
200014.30%6.95%-1.14%-11.50%
19990.31%20.52%5.01%39.49%
199818.95%-3.13%-16.63%24.41%
1997-12.90%17.26%13.21%-4.31%
19967.46%9.56%-0.42%1.32%
19955.83%3.10%9.57%1.38%
19940.49%-10.55%15.72%-0.98%

Rank in category (by total return)

YTD37
1-month50
3-month60
1-year49
3-year45
5-year61

Load adjusted returns

1-year13.22%
3-year-2.07%
5-year7.64%
10-year10.40%