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MFS Mid Cap Growth Fund (OTCHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.90-0.03 (-0.11%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.16%
5-year average return9.24%
Number of years up15
Number of years down3
Best 1-yr total return (23 Apr 2024)41.60%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return41.60%
Worst 3-yr total return-0.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOTCHXCategory
YTD10.69%10.80%
1-month1.80%4.43%
3-month10.69%7.00%
1-year24.68%48.17%
3-year3.74%21.26%
5-year11.27%20.18%
10-year11.70%14.07%
Last bull market31.91%27.14%
Last bear market-17.44%-21.26%

Annual total return (%) history

Year
OTCHXCategory
2024
N/AN/A
2023
21.00%N/A
2022
-28.52%N/A
2021
13.72%N/A
2020
35.37%39.26%
2019
37.41%32.52%
2018
0.86%-6.65%
2017
25.99%23.91%
2016
4.35%6.03%
2015
4.23%-0.95%
2014
8.58%7.00%
2013
36.86%34.93%
2012
16.14%14.07%
2011
-6.15%-3.96%
2010
28.67%24.61%
2009
41.60%39.11%
2008
-51.12%-43.77%
2007
9.41%15.09%
2006
1.96%9.00%
2005
N/A9.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.69%N/AN/AN/A
20237.43%5.09%-5.13%12.97%
2022-15.60%-17.44%-4.21%7.07%
2021-2.50%7.91%2.17%5.79%
2020-16.09%26.03%11.28%15.04%
201918.72%9.12%-0.20%6.28%
20185.35%5.79%7.51%-15.83%
20176.84%7.02%4.96%4.98%
2016-0.72%2.03%4.40%-1.32%
20155.68%0.83%-6.43%4.54%
20140.52%1.68%0.58%5.62%
201311.38%1.99%10.20%9.33%
201214.15%-5.53%5.97%1.64%
20115.93%-0.52%-17.19%7.55%
20108.76%-9.22%13.02%15.32%
2009-4.00%17.08%18.86%5.99%
2008-11.05%4.40%-19.26%-34.81%
20074.49%6.45%1.25%-2.85%
20066.00%-7.92%-2.68%7.35%
20054.80%2.46%N/AN/A

Rank in category (by total return)

YTD32
1-month82
3-month32
1-year40
3-year36
5-year45

Load adjusted returns

1-year24.68%
3-year3.74%
5-year11.27%
10-year11.70%