Nasdaq - Delayed Quote USD

MFS Utilities Fund (MMUJX)

20.39 +0.24 (+1.19%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.12%
5y Average Return 5.53%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Apr 19, 2024) 33.17%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 33.17%
Worst 3Y Total Return 2.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMUJX
Category
YTD
-0.92%
4.24%
1-Month
5.05%
-1.35%
3-Month
-0.92%
0.70%
1-Year
-2.50%
18.66%
3-Year
3.28%
9.19%
5-Year
5.75%
7.16%
10-Year
5.74%
9.33%
Last Bull Market
20.29%
12.93%
Last Bear Market
-7.30%
-5.79%

Annual Total Return (%) History

Year
MMUJX
Category
2024
--
--
2023
-2.00%
--
2022
0.69%
--
2021
14.17%
--
2020
6.27%
0.89%
2019
25.23%
22.87%
2018
1.05%
2.76%
2017
15.02%
11.83%

2016
11.67%
13.75%
2015
-14.59%
-9.86%
2014
12.90%
17.08%
2013
20.45%
18.37%
2012
13.61%
6.90%
2011
6.84%
10.58%
2010
13.85%
8.60%
2009
33.17%
17.82%
2008
-37.36%
-33.87%
2007
27.84%
20.39%
2006
31.64%
26.03%
2005
--
13.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.92% -- -- --
2023 -0.41% -0.54% -10.50% 10.53%
2022 3.44% -7.30% -4.67% 10.16%
2021 1.33% 1.75% -0.22% 10.98%
2020 -17.60% 9.93% 3.02% 13.89%
2019 12.33% 3.24% 6.06% 1.82%
2018 -2.13% 4.67% 1.46% -2.78%
2017 7.53% 2.39% 4.19% 0.26%
2016 8.05% 6.84% -0.96% -2.33%
2015 0.92% -1.96% -11.76% -2.17%

2014 6.41% 10.04% -4.40% 0.85%
2013 10.04% -0.34% 5.03% 4.57%
2012 5.26% -0.27% 6.30% 1.80%
2011 7.07% 3.31% -11.02% 8.55%
2010 -0.24% -6.94% 13.24% 8.30%
2009 -8.34% 20.76% 13.92% 5.62%
2008 -9.35% 8.33% -24.06% -16.01%
2007 9.07% 8.88% 2.64% 4.89%
2006 3.24% 5.01% 6.84% 13.64%
2005 10.04% -1.88% -- --

Rank in Category (By Total Return)

YTD 90
1-Month 83
3-Month 90
1-Year 83
3-Year 62
5-Year 29

Load Adjusted Returns

1-Year -2.50%
3-Year 3.28%
5-Year 5.75%
10-Year 5.74%

Performance & Risk

YTD Return -2.12%
5y Average Return 5.53%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Utilities
Fund Family MFS
Net Assets 2.47B
YTD Return -0.92%
Yield 2.42%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Summary

The fund normally invests at least 80% of its net assets in securities of issuers in the utilities industry. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission, sale or distribution of electric, gas or other types of energy, water or other sanitary services; and issuers engaged in telecommunications, including telephone, cellular telephone, satellite, microwave, cable television, and other communications media (but not engaged in public broadcasting).

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