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MFS Core Equity R6 (MRGKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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55.20+0.04 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.61%
5-year average return13.56%
Number of years up7
Number of years down3
Best 1-yr total return (20 Jun 2024)33.19%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return33.19%
Worst 3-yr total return7.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRGKXCategory
YTD9.61%5.31%
1-month4.29%-4.19%
3-month2.56%3.90%
1-year26.15%20.31%
3-year7.81%6.48%
5-year14.51%11.78%
10-year12.43%10.96%
Last bull market26.59%25.56%
Last bear market-13.98%-15.11%

Annual total return (%) history

Year
MRGKXCategory
2024
N/AN/A
2023
23.27%22.32%
2022
-16.90%-16.96%
2021
25.47%26.07%
2020
18.97%15.83%
2019
33.19%28.78%
2018
-3.82%-6.27%
2017
24.85%20.44%
2016
11.50%10.37%
2015
-0.05%-1.07%
2014
11.47%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.44%N/AN/AN/A
20235.68%7.91%-3.67%12.21%
2022-5.84%-13.98%-4.41%7.33%
20215.90%8.46%0.68%8.50%
2020-18.96%20.51%8.39%12.39%
201914.62%5.54%1.48%8.50%
20180.18%3.91%6.85%-13.53%
20176.76%4.79%5.05%6.24%
20160.50%2.91%4.12%3.55%
20152.95%0.67%-8.53%5.43%
20141.50%4.28%0.57%4.72%
20133.51%6.37%10.04%N/A

Rank in category (by total return)

YTD62
1-month59
3-month70
1-year60
3-year55
5-year56

Load adjusted returns

1-year26.15%
3-year7.81%
5-year14.51%
10-year12.43%