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MFS Mid Cap Growth Fund (OTCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.65+0.35 (+1.64%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.80%
5-year average return8.26%
Number of years up15
Number of years down3
Best 1-yr total return (21 Apr 2024)40.73%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return40.73%
Worst 3-yr total return-1.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOTCGXCategory
YTD10.47%10.80%
1-month1.73%4.43%
3-month10.47%7.00%
1-year23.80%48.17%
3-year2.97%21.26%
5-year10.43%20.18%
10-year10.86%14.07%
Last bull market31.15%27.14%
Last bear market-17.53%-21.26%

Annual total return (%) history

Year
OTCGXCategory
2024
N/AN/A
2023
20.12%N/A
2022
-29.07%N/A
2021
12.92%N/A
2020
34.31%39.26%
2019
36.44%32.52%
2018
0.04%-6.65%
2017
25.03%23.91%
2016
3.60%6.03%
2015
3.40%-0.95%
2014
7.78%7.00%
2013
35.87%34.93%
2012
15.34%14.07%
2011
-6.84%-3.96%
2010
27.57%24.61%
2009
40.73%39.11%
2008
-51.46%-43.77%
2007
8.51%15.09%
2006
1.26%9.00%
2005
N/A9.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20237.19%4.98%-5.36%12.79%
2022-15.79%-17.53%-4.44%6.88%
2021-2.66%7.70%1.99%5.62%
2020-16.25%25.74%11.13%14.78%
201918.60%8.91%-0.43%6.09%
20185.12%5.59%7.33%-16.03%
20176.64%6.78%4.78%4.79%
2016-0.91%1.84%4.18%-1.45%
20155.46%0.63%-6.63%4.35%
20140.33%1.48%0.40%5.44%
201311.06%1.81%10.08%9.16%
201213.92%-5.66%5.76%1.47%
20115.76%-0.68%-17.37%7.33%
20108.58%-9.45%12.77%15.06%
2009-4.09%16.85%18.65%5.83%
2008-11.19%4.24%-19.44%-34.92%
20074.20%6.32%1.02%-3.04%
20065.75%-8.04%-2.96%7.31%
20054.55%2.35%N/AN/A

Rank in category (by total return)

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

Load adjusted returns

1-year23.80%
3-year2.97%
5-year10.43%
10-year10.86%