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MFS Equity Income Fund (EQNSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.730.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.57%
5-year average return11.68%
Number of years up8
Number of years down3
Best 1-yr total return (4 Jul 2024)30.58%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return30.58%
Worst 3-yr total return5.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEQNSXCategory
YTD9.85%4.44%
1-month0.62%-4.04%
3-month0.76%4.09%
1-year17.91%14.37%
3-year8.21%6.04%
5-year11.87%9.20%
10-year9.20%8.57%
Last bull market24.42%22.97%
Last bear market-11.95%-11.27%

Annual total return (%) history

Year
EQNSXCategory
2024
N/AN/A
2023
15.66%11.63%
2022
-7.39%-5.90%
2021
25.69%26.22%
2020
8.04%2.91%
2019
25.10%25.04%
2018
-7.88%-8.53%
2017
19.30%15.94%
2016
10.11%14.81%
2015
-1.39%-4.05%
2014
8.70%10.21%
2013
30.58%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.03%0.76%N/AN/A
20232.43%5.20%-3.41%11.12%
2022-1.78%-11.95%-4.85%12.54%
20218.80%7.29%-0.80%8.54%
2020-23.99%17.37%5.44%14.85%
201911.81%2.05%-0.02%9.66%
2018-2.24%1.56%5.99%-12.46%
20176.11%2.76%4.03%5.16%
20161.53%1.51%4.12%2.62%
20150.73%1.45%-7.20%3.98%
20143.05%4.33%-0.53%1.65%
20139.70%2.95%4.64%10.50%
2012-0.58%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month19
3-month13
1-year25
3-year22
5-year17

Load adjusted returns

1-year17.91%
3-year8.21%
5-year11.87%
10-year9.20%