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MFS Core Equity B (MRGBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.78-0.63 (-1.56%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.37%
5-year average return11.48%
Number of years up19
Number of years down7
Best 1-yr total return (28 Apr 2024)33.12%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return33.12%
Worst 3-yr total return6.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRGBXCategory
YTD10.13%14.84%
1-month3.23%1.65%
3-month10.13%7.55%
1-year27.42%40.47%
3-year9.07%16.77%
5-year13.20%16.15%
10-year11.48%13.21%
Last bull market38.36%24.09%
Last bear market-14.21%-17.61%

Annual total return (%) history

Year
MRGBXCategory
2024
N/AN/A
2023
21.96%N/A
2022
-17.82%N/A
2021
24.13%N/A
2020
17.66%15.83%
2019
31.80%28.78%
2018
-4.86%-6.27%
2017
23.56%20.44%
2016
10.26%10.37%
2015
-1.12%-1.07%
2014
10.27%10.96%
2013
33.12%31.50%
2012
15.76%14.96%
2011
-1.83%-1.27%
2010
16.12%14.01%
2009
31.93%28.17%
2008
-38.39%-37.79%
2007
7.80%6.16%
2006
12.57%14.17%
2005
5.30%5.88%
2004
13.22%10.02%
2003
26.72%27.05%
2002
-22.27%-22.25%
2001
-12.21%-13.50%
2000
1.94%-6.31%
1999
7.53%20.16%
1998
21.14%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.13%N/AN/AN/A
20235.42%7.61%-3.92%11.90%
2022-6.11%-14.21%-4.67%7.02%
20215.61%8.18%0.40%8.22%
2020-19.19%20.17%8.09%12.10%
201914.32%5.26%1.20%8.23%
2018-0.11%3.64%6.54%-13.75%
20176.51%4.49%4.79%5.94%
20160.22%2.59%3.88%3.23%
20152.70%0.39%-8.78%5.14%
20141.25%4.02%0.27%4.43%
201310.83%3.24%6.04%9.72%
201212.53%-4.19%7.13%0.21%
20114.99%0.00%-15.55%10.71%
20105.23%-11.42%12.14%11.10%
2009-8.58%17.86%15.50%6.02%
2008-11.38%0.13%-10.30%-22.60%
20072.29%6.20%1.37%-2.10%
20063.04%-3.18%5.32%7.14%
2005-2.69%2.58%3.24%2.18%
20042.03%1.66%-2.03%11.41%
2003-4.30%16.88%2.61%10.40%
20020.71%-13.20%-16.20%6.11%
2001-11.23%2.40%-13.12%11.16%
20001.82%-1.04%3.96%-2.69%
19993.27%4.92%-8.73%8.74%
199812.47%3.58%-12.64%19.03%
199714.79%7.65%2.56%N/A

Rank in category (by total return)

YTD55
1-month49
3-month55
1-year60
3-year72
5-year66

Load adjusted returns

1-year23.42%
3-year8.22%
5-year12.95%
10-year11.48%