Singapore markets closed

MFS Mid Cap Growth I (OTCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
30.66+0.33 (+1.09%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.13%
5-year average return9.42%
Number of years up21
Number of years down5
Best 1-yr total return (1 May 2024)42.11%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return42.11%
Worst 3-yr total return-0.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOTCIXCategory
YTD3.99%10.80%
1-month-6.13%4.43%
3-month2.85%7.00%
1-year18.44%48.17%
3-year-0.10%21.26%
5-year9.02%20.18%
10-year11.51%14.07%
Last bull market29.50%27.14%
Last bear market-17.34%-21.26%

Annual total return (%) history

Year
OTCIXCategory
2024
N/AN/A
2023
21.27%N/A
2022
-28.34%N/A
2021
14.02%N/A
2020
35.67%39.26%
2019
37.82%32.52%
2018
1.10%-6.65%
2017
26.29%23.91%
2016
4.62%6.03%
2015
4.46%-0.95%
2014
8.81%7.00%
2013
37.28%34.93%
2012
16.38%14.07%
2011
-5.85%-3.96%
2010
28.94%24.61%
2009
42.11%39.11%
2008
-51.00%-43.77%
2007
9.75%15.09%
2006
2.36%9.00%
2005
2.98%9.84%
2004
14.70%13.23%
2003
38.42%35.96%
2002
-47.41%-27.24%
2001
-19.66%-19.98%
2000
8.06%-4.78%
1999
78.85%60.49%
1998
20.65%18.76%
1997
N/A17.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.78%N/AN/AN/A
20237.48%5.16%-5.06%13.00%
2022-15.57%-17.34%-4.14%7.11%
2021-2.42%7.96%2.24%5.87%
2020-16.03%26.06%11.39%15.06%
201918.86%9.19%-0.19%6.38%
20185.45%5.84%7.59%-15.80%
20176.90%7.10%5.06%5.00%
2016-0.62%2.07%4.39%-1.20%
20155.78%0.86%-6.40%4.61%
20140.57%1.69%0.69%5.67%
201311.46%2.00%10.33%9.44%
201214.12%-5.45%6.07%1.68%
20116.06%-0.50%-17.04%7.53%
20108.92%-9.19%13.04%15.34%
2009-3.90%17.24%19.03%5.96%
2008-10.98%4.51%-19.20%-34.82%
20074.51%6.62%1.32%-2.79%
20066.01%-7.79%-2.63%7.55%
2005-6.96%2.85%4.97%2.53%
20046.97%1.42%-7.48%14.27%
20030.35%18.53%5.31%10.50%
2002-8.84%-33.81%-18.81%7.34%
2001-24.11%24.47%-32.92%26.78%
200014.55%7.26%-0.95%-11.21%
19990.62%20.74%5.27%39.85%
199819.20%-2.91%-16.40%24.71%
199717.72%13.34%-3.98%N/A

Rank in category (by total return)

YTD32
1-month46
3-month55
1-year42
3-year37
5-year43

Load adjusted returns

1-year18.44%
3-year-0.10%
5-year9.02%
10-year11.51%