MFEIX - MFS Growth I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return21.12%
5-Year Average Return16.02%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Sep 29, 2018)38.48%
Worst 1 Yr Total Return (Sep 29, 2018)-37.43%
Best 3-Yr Total Return38.48%
Worst 3-Yr Total Return-6.51%

Trailing Returns (%) Vs. Benchmarks

ReturnMFEIXCategory
YTD21.12%15.64%
1-Month1.51%0.36%
3-Month8.07%7.54%
1-Year28.97%23.18%
3-Year20.77%17.68%
5-Year16.02%14.02%
10-Year14.28%12.60%
Last Bull Market24.32%25.50%
Last Bear Market-14.29%-17.17%

Annual Total Return (%) History

Year
MFEIXCategory
2018
N/AN/A
2017
30.86%27.67%
2016
2.46%3.23%
2015
7.38%3.60%
2014
8.77%10.00%
2013
36.61%33.92%
2012
17.34%15.34%
2011
-0.32%-2.46%
2010
15.96%15.53%
2009
38.48%35.68%
2008
-37.43%-40.67%
2007
21.11%13.35%
2006
7.83%7.05%
2005
8.93%6.71%
2004
13.24%7.81%
2003
32.15%28.66%
2002
-35.25%-27.64%
2001
-25.64%-22.30%
2000
-25.20%-13.05%
1999
50.56%38.87%
1998
24.82%34.55%
1997
N/A26.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20185.18%6.56%8.07%N/A
20179.68%6.69%5.03%6.48%
2016-1.50%1.62%4.20%-1.76%
20153.48%0.24%-4.55%8.46%
2014-0.18%2.92%0.84%4.99%
20139.60%1.53%10.77%10.83%
201215.36%-5.43%7.66%-0.10%
20114.95%-0.42%-12.05%8.44%
20104.81%-12.63%12.19%12.89%
2009-4.36%16.51%15.96%7.18%
2008-10.04%6.07%-15.95%-21.98%
20072.59%8.61%6.61%1.95%
20066.34%-6.97%1.17%7.74%
2005-5.74%4.27%6.40%4.17%
20044.21%1.20%-6.06%14.32%
20031.70%16.17%2.29%9.35%
2002-5.74%-20.16%-17.91%4.81%
2001-24.11%13.99%-31.45%25.40%
20009.96%-5.33%-6.95%-22.76%
1999-3.87%17.26%-1.79%36.00%
199821.28%-2.37%-17.85%28.33%
199717.42%14.25%-6.36%N/A

Rank In Category (By Total Return)

YTD12
1-Month6
3-Month38
1-Year14
3-Year15
5-Year24

Load Adjusted Returns

1-Year28.97%
3-Year20.77%
5-Year16.02%
10-Year14.28%