Nasdaq - Delayed Quote USD

MFS Mid Cap Growth Fund Class 529B (EBCGX)

20.18 -0.21 (-1.03%)
At close: December 22 at 6:45 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return 11.04%
5y Average Return 10.73%
Number of Years Up 17
Number of Years Down 2
Best 1Y Total Return (Feb 4, 2019) 40.52%
Worst 1Y Total Return (Feb 4, 2019) -51.58%
Best 3Y Total Return 40.52%
Worst 3Y Total Return -9.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EBCGX
Category
YTD
-15.78%
10.80%
1-Month
2.59%
4.43%
3-Month
-12.87%
7.00%
1-Year
-0.64%
48.17%
3-Year
13.94%
21.26%
5-Year
15.19%
20.18%
10-Year
13.32%
14.07%
Last Bull Market
31.91%
27.14%
Last Bear Market
-18.65%
-21.26%

Annual Total Return (%) History

Year
EBCGX
Category
2021
--
--
2020
34.47%
39.26%
2019
36.32%
32.52%
2018
0.04%
-6.65%
2017
24.95%
23.91%
2016
3.57%
6.03%
2015
3.46%
-0.95%
2014
7.71%
7.00%

2013
35.79%
34.93%
2012
15.12%
14.07%
2011
-6.80%
-3.96%
2010
27.60%
24.61%
2009
40.52%
39.11%
2008
-51.58%
-43.77%
2007
8.47%
15.09%
2006
1.16%
9.00%
2005
1.65%
9.84%
2004
13.33%
13.23%
2003
36.61%
35.96%
2002
--
-27.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 -2.49% 7.89% -- --
2020 -16.26% 25.74% 11.09% 14.96%
2019 18.51% 8.90% -0.38% 6.03%
2018 5.15% 5.56% 7.27% -15.97%
2017 6.67% 6.74% 4.79% 4.73%
2016 -0.92% 1.87% 4.16% -1.48%
2015 5.47% 0.64% -6.58% 4.33%
2014 0.33% 1.50% 0.41% 5.34%
2013 11.10% 1.83% 10.01% 9.10%
2012 13.82% -5.73% 5.83% 1.38%

2011 5.71% -0.69% -17.25% 7.27%
2010 8.68% -9.56% 12.78% 15.10%
2009 -4.14% 16.82% 18.68% 5.74%
2008 -11.29% 4.28% -19.50% -34.99%
2007 4.23% 6.26% 1.03% -3.07%
2006 5.79% -8.10% -2.86% 7.11%
2005 -7.18% 2.53% 4.57% 2.13%
2004 6.67% 1.13% -7.79% 13.94%
2003 0.00% 18.21% 4.93% 10.13%
2002 7.02% -- -- --

Rank in Category (By Total Return)

YTD 86
1-Month 88
3-Month 66
1-Year 42
3-Year 59
5-Year 35

Load Adjusted Returns

1-Year -7.10%
3-Year 13.77%
5-Year 15.26%
10-Year 13.42%

Performance & Risk

YTD Return 11.04%
5y Average Return 10.73%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family MFS
Net Assets 13.86B
YTD Return -15.78%
Yield 0.00%
Morningstar Rating
Inception Date Jul 31, 2002

Fund Summary

The investment seeks capital appreciation. The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of purchase.

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