Nasdaq - Delayed Quote USD

MFS Growth R3 (MFEHX)

176.03 +3.03 (+1.75%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 12.23%
5y Average Return 13.84%
Number of Years Up 15
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 38.16%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 38.16%
Worst 3Y Total Return 3.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFEHX
Category
YTD
16.13%
12.38%
1-Month
2.60%
5.09%
3-Month
16.13%
10.28%
1-Year
42.50%
41.70%
3-Year
10.01%
22.56%
5-Year
15.40%
21.98%
10-Year
14.37%
15.99%
Last Bull Market
35.71%
25.99%
Last Bear Market
-19.43%
-17.29%

Annual Total Return (%) History

Year
MFEHX
Category
2024
--
--
2023
35.79%
--
2022
-31.32%
--
2021
23.33%
--
2020
31.29%
35.86%
2019
37.34%
31.90%
2018
2.34%
-2.09%
2017
30.53%
27.67%

2016
2.21%
3.23%
2015
7.11%
3.60%
2014
8.51%
10.00%
2013
36.29%
33.92%
2012
17.12%
15.34%
2011
-0.62%
-2.46%
2010
15.70%
15.53%
2009
38.16%
35.68%
2008
-37.60%
-40.67%
2007
20.67%
13.35%
2006
7.35%
7.05%
2005
--
6.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 16.13% -- -- --
2023 10.66% 12.08% -2.90% 12.75%
2022 -12.40% -19.43% -6.17% 3.70%
2021 0.31% 12.49% 1.19% 8.01%
2020 -11.83% 24.58% 10.81% 7.86%
2019 17.67% 6.49% 1.05% 8.47%
2018 5.13% 6.48% 8.01% -15.35%
2017 9.62% 6.61% 4.97% 6.40%
2016 -1.56% 1.56% 4.13% -1.83%
2015 3.42% 0.16% -4.60% 8.39%

2014 -0.23% 2.86% 0.76% 4.93%
2013 9.53% 1.49% 10.69% 10.76%
2012 15.32% -5.46% 7.61% -0.16%
2011 4.87% -0.48% -12.10% 8.34%
2010 4.74% -12.68% 12.13% 12.82%
2009 -4.41% 16.43% 15.90% 7.10%
2008 -10.11% 6.01% -16.01% -22.04%
2007 2.50% 8.51% 6.49% 1.88%
2006 6.20% -7.06% 1.08% 7.60%
2005 6.31% 4.08% -- --

Rank in Category (By Total Return)

YTD 7
1-Month 29
3-Month 7
1-Year 23
3-Year 38
5-Year 46

Load Adjusted Returns

1-Year 42.50%
3-Year 10.01%
5-Year 15.40%
10-Year 14.37%

Performance & Risk

YTD Return 12.23%
5y Average Return 13.84%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family MFS
Net Assets 44.72B
YTD Return 16.13%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 1996

Fund Summary

The fund normally invests the fund’s assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

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