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MFS Core Equity C (MRGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.67+0.08 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.90%
5-year average return12.60%
Number of years up19
Number of years down7
Best 1-yr total return (17 Jun 2024)33.14%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return33.14%
Worst 3-yr total return6.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRGCXCategory
YTD9.10%5.31%
1-month4.18%-4.19%
3-month2.27%3.90%
1-year24.77%20.31%
3-year6.64%6.48%
5-year13.27%11.78%
10-year11.21%10.96%
Last bull market26.01%25.56%
Last bear market-14.24%-15.11%

Annual total return (%) history

Year
MRGCXCategory
2024
N/AN/A
2023
21.94%22.32%
2022
-17.80%-16.96%
2021
24.14%26.07%
2020
17.63%15.83%
2019
31.75%28.78%
2018
-4.84%-6.27%
2017
23.51%20.44%
2016
10.28%10.37%
2015
-1.09%-1.07%
2014
10.24%10.96%
2013
33.14%31.50%
2012
15.75%14.96%
2011
-1.84%-1.27%
2010
16.18%14.01%
2009
31.85%28.17%
2008
-38.34%-37.79%
2007
7.77%6.16%
2006
12.55%14.17%
2005
5.33%5.88%
2004
13.20%10.02%
2003
26.72%27.05%
2002
-22.27%-22.25%
2001
-12.20%-13.50%
2000
1.94%-6.31%
1999
7.49%20.16%
1998
21.13%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.12%N/AN/AN/A
20235.39%7.62%-3.93%11.92%
2022-6.09%-14.24%-4.66%7.04%
20215.61%8.17%0.43%8.20%
2020-19.19%20.16%8.11%12.06%
201914.29%5.25%1.18%8.25%
2018-0.11%3.65%6.54%-13.74%
20176.45%4.54%4.77%5.93%
20160.23%2.57%3.87%3.27%
20152.72%0.39%-8.78%5.15%
20141.26%3.97%0.31%4.39%
201310.85%3.21%6.04%9.74%
201212.50%-4.17%7.13%0.22%
20114.97%0.00%-15.49%10.65%
20105.27%-11.44%12.16%11.11%
2009-8.71%17.95%15.57%5.95%
2008-11.37%0.13%-10.28%-22.55%
20072.24%6.23%1.37%-2.11%
20062.99%-3.14%5.28%7.17%
2005-2.70%2.59%3.25%2.19%
20042.04%1.67%-2.10%11.45%
2003-4.22%16.74%2.62%10.44%
20020.71%-13.17%-16.17%6.03%
2001-11.21%2.41%-13.16%11.20%
20001.83%-1.04%4.04%-2.75%
19993.28%4.93%-8.76%8.70%
199812.51%3.52%-12.56%18.94%
199714.83%7.59%2.61%N/A

Rank in category (by total return)

YTD68
1-month62
3-month74
1-year67
3-year74
5-year73

Load adjusted returns

1-year23.77%
3-year6.64%
5-year13.27%
10-year11.21%