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MFS Research C (MFRCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.36-0.08 (-0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.83%
5-year average return11.98%
Number of years up22
Number of years down7
Best 1-yr total return (13 Jun 2024)32.11%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return32.11%
Worst 3-yr total return5.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFRCXCategory
YTD8.78%5.31%
1-month3.98%-4.19%
3-month1.85%3.90%
1-year24.40%20.31%
3-year6.29%6.48%
5-year12.56%11.78%
10-year10.62%10.96%
Last bull market25.20%25.56%
Last bear market-14.00%-15.11%

Annual total return (%) history

Year
MFRCXCategory
2024
N/AN/A
2023
21.57%22.32%
2022
-17.89%-16.96%
2021
23.80%26.07%
2020
15.71%15.83%
2019
32.11%28.78%
2018
-5.20%-6.27%
2017
22.44%20.44%
2016
7.90%10.37%
2015
0.11%-1.07%
2014
9.33%10.96%
2013
31.11%31.50%
2012
16.29%14.96%
2011
-1.41%-1.27%
2010
14.60%14.01%
2009
29.39%28.17%
2008
-36.92%-37.79%
2007
12.22%6.16%
2006
9.61%14.17%
2005
6.90%5.88%
2004
14.81%10.02%
2003
23.77%27.05%
2002
-25.27%-22.25%
2001
-22.15%-13.50%
2000
-5.21%-6.31%
1999
23.02%20.16%
1998
22.10%22.39%
1997
19.86%28.37%
1996
23.73%20.76%
1995
37.51%32.35%
1994
N/A-0.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.99%N/AN/AN/A
20234.16%8.11%-3.85%12.28%
2022-6.72%-14.00%-4.62%7.31%
20215.06%8.66%-0.06%8.52%
2020-18.50%19.11%8.01%10.36%
201914.47%5.71%1.65%7.41%
20180.24%2.96%6.97%-14.13%
20177.11%3.91%4.11%5.66%
20160.12%3.23%3.74%0.63%
20151.70%0.31%-7.30%5.87%
20140.91%3.81%0.36%3.99%
201310.14%2.97%5.33%9.76%
201212.92%-3.90%7.16%0.01%
20114.43%0.00%-14.86%10.89%
20105.27%-12.77%11.59%11.84%
2009-8.19%15.15%16.46%5.10%
2008-9.81%-0.04%-9.11%-23.02%
20072.43%6.93%2.54%-0.08%
20063.25%-4.06%4.67%5.70%
2005-1.69%2.04%4.25%2.22%
20043.45%1.17%-2.54%12.57%
2003-3.29%14.15%1.36%10.62%
2002-0.06%-15.04%-16.85%5.86%
2001-17.28%4.63%-19.81%12.16%
20008.78%-2.74%2.38%-12.48%
19991.35%7.22%-6.81%21.48%
199815.58%2.24%-15.17%21.81%
1997-2.97%16.26%8.15%-1.75%
19966.93%6.23%3.82%4.92%
19957.53%8.72%10.38%6.57%
1994-2.16%8.54%-4.21%N/A

Rank in category (by total return)

YTD69
1-month66
3-month81
1-year69
3-year78
5-year80

Load adjusted returns

1-year23.40%
3-year6.29%
5-year12.56%
10-year10.62%