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MFS Mid Cap Growth R4 (OTCJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.50+0.49 (+1.69%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.09%
5-year average return9.34%
Number of years up15
Number of years down3
Best 1-yr total return (21 Apr 2024)42.06%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return42.06%
Worst 3-yr total return-0.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOTCJXCategory
YTD10.77%10.80%
1-month1.83%4.43%
3-month10.77%7.00%
1-year25.03%48.17%
3-year4.00%21.26%
5-year11.55%20.18%
10-year11.98%14.07%
Last bull market32.16%27.14%
Last bear market-17.37%-21.26%

Annual total return (%) history

Year
OTCJXCategory
2024
N/AN/A
2023
21.29%N/A
2022
-28.35%N/A
2021
14.03%N/A
2020
35.66%39.26%
2019
37.78%32.52%
2018
1.13%-6.65%
2017
26.28%23.91%
2016
4.58%6.03%
2015
4.48%-0.95%
2014
8.90%7.00%
2013
37.15%34.93%
2012
16.46%14.07%
2011
-5.85%-3.96%
2010
28.91%24.61%
2009
42.06%39.11%
2008
-51.02%-43.77%
2007
9.58%15.09%
2006
2.18%9.00%
2005
N/A9.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.77%N/AN/AN/A
20237.46%5.21%-5.11%13.06%
2022-15.57%-17.37%-4.12%7.11%
2021-2.41%7.94%2.26%5.86%
2020-16.06%26.05%11.41%15.08%
201918.81%9.21%-0.19%6.39%
20185.39%5.92%7.54%-15.76%
20176.97%7.04%5.04%4.99%
2016-0.70%2.11%4.41%-1.22%
20155.68%0.87%-6.32%4.63%
20140.58%1.72%0.70%5.71%
201311.36%2.04%10.35%9.38%
201214.15%-5.44%6.08%1.71%
20116.07%-0.41%-17.13%7.55%
20108.94%-9.23%12.99%15.38%
2009-3.97%17.36%19.01%5.92%
2008-10.98%4.48%-19.23%-34.80%
20074.58%6.52%1.24%-2.83%
20065.98%-7.80%-2.67%7.44%
20054.80%2.57%N/AN/A

Rank in category (by total return)

YTD32
1-month82
3-month32
1-year37
3-year31
5-year37

Load adjusted returns

1-year25.03%
3-year4.00%
5-year11.55%
10-year11.98%