Australia markets closed

MFS Mid Cap Growth C (OTCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.09-0.03 (-0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.92%
5-year average return8.43%
Number of years up24
Number of years down5
Best 1-yr total return (23 Apr 2024)40.66%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return40.66%
Worst 3-yr total return-1.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOTCCXCategory
YTD10.48%10.80%
1-month1.74%4.43%
3-month10.48%7.00%
1-year23.76%48.17%
3-year2.96%21.26%
5-year10.44%20.18%
10-year10.87%14.07%
Last bull market31.11%27.14%
Last bear market-17.54%-21.26%

Annual total return (%) history

Year
OTCCXCategory
2024
N/AN/A
2023
20.11%N/A
2022
-29.07%N/A
2021
12.91%N/A
2020
34.28%39.26%
2019
36.45%32.52%
2018
0.12%-6.65%
2017
25.01%23.91%
2016
3.59%6.03%
2015
3.39%-0.95%
2014
7.85%7.00%
2013
35.76%34.93%
2012
15.37%14.07%
2011
-6.85%-3.96%
2010
27.66%24.61%
2009
40.66%39.11%
2008
-51.49%-43.77%
2007
8.69%15.09%
2006
1.41%9.00%
2005
1.92%9.84%
2004
13.61%13.23%
2003
36.87%35.96%
2002
-47.90%-27.24%
2001
-20.53%-19.98%
2000
6.96%-4.78%
1999
77.13%60.49%
1998
19.51%18.76%
1997
10.85%17.98%
1996
18.42%18.11%
1995
21.38%34.57%
1994
N/A-1.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.48%N/AN/AN/A
20237.22%4.95%-5.36%12.77%
2022-15.79%-17.54%-4.39%6.82%
2021-2.64%7.67%2.00%5.60%
2020-16.27%25.79%11.09%14.77%
201918.53%8.95%-0.44%6.13%
20185.18%5.59%7.31%-15.99%
20176.71%6.78%4.74%4.75%
2016-0.93%1.88%4.19%-1.49%
20155.41%0.64%-6.61%4.36%
20140.34%1.51%0.41%5.46%
201311.05%1.85%10.07%9.06%
201213.93%-5.65%5.75%1.50%
20115.75%-0.69%-17.25%7.18%
20108.59%-9.35%12.70%15.07%
2009-4.18%16.97%18.63%5.79%
2008-11.19%4.20%-19.47%-34.91%
20074.29%6.33%1.04%-3.00%
20065.76%-8.00%-2.78%7.20%
2005-7.19%2.58%4.65%2.28%
20046.67%1.28%-7.68%13.92%
20030.00%18.25%5.04%10.19%
2002-9.09%-33.94%-19.06%7.19%
2001-24.27%24.19%-33.12%26.33%
200014.27%6.95%-1.16%-11.46%
19990.32%20.59%4.90%39.58%
199818.92%-3.07%-16.70%24.46%
1997-12.80%17.42%13.08%-4.26%
19967.39%9.52%-0.52%1.21%
19955.85%3.34%9.35%1.48%
1994-1.15%N/AN/AN/A

Rank in category (by total return)

YTD34
1-month84
3-month34
1-year47
3-year45
5-year59

Load adjusted returns

1-year22.76%
3-year2.96%
5-year10.44%
10-year10.87%