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 Dow Up0.17% Nasdaq Up0.44%

MFS Growth R5 (MFEKX)

70.21 Up 0.10(0.14%) Jul 11

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:2.78%
5-Year Average Return:18.31%
Number of Years Up:2
Number of Years Down:0
Best 1 Yr Total Return (2013-12-31):36.74%
Worst 1 Yr Total Return (2012-12-31):17.39%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
Load Adjusted Returns 
1-Year:26.23%
3-Year:16.23%
5-Year:18.31%
10-Year:8.91%
Trailing Returns (%) vs. Benchmarks 
ReturnMFEKXCategoryDiffIndex*Diff
Year To Date2.78N/AN/AN/AN/A
1-Month1.13N/AN/AN/AN/A
3-Month2.95N/AN/AN/AN/A
1-Year26.23N/AN/AN/AN/A
3-Year16.23N/AN/AN/AN/A
5-Year18.31N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)24.24N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-14.59N/AN/AN/AN/A
Annual Total Return (%) History () 
YearMFEKXCategoryDiff
2014N/AN/AN/A
2013
 
36.74N/AN/A
2012
 
17.39N/AN/A
2011N/AN/AN/A
Past Quarterly Returns (%) for MFEKX 
Q1Q2Q3Q4
2014-0.162.95N/AN/A
20139.631.5610.7710.87
201215.35-5.417.69-0.10
20118.40N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date81N/A
1-Month95N/A
3-Month84N/A
6-Month81N/A
1-Year49N/A
3-Year20N/A
5-Year36N/A