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MFS Utilities A (MMUFX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.94+0.14 (+0.71%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return10.94%
5-Year Average Return10.17%
Number of Years Up19
Number of Years Down5
Best 1 Yr Total Return (May 30, 2017)35.96%
Worst 1 Yr Total Return (May 30, 2017)-37.54%
Best 3-Yr Total Return35.96%
Worst 3-Yr Total Return-1.95%

Trailing Returns (%) Vs. Benchmarks

ReturnMMUFXCategory
YTD10.94%10.74%
1-Month3.46%3.44%
3-Month4.72%4.77%
1-Year10.77%11.62%
3-Year1.86%6.60%
5-Year10.17%11.00%
10-Year5.52%5.00%
Last Bull Market14.65%12.23%
Last Bear Market-12.30%-6.62%

Annual Total Return (%) History

Year
MMUFXCategory
2017
N/AN/A
2016
11.40%13.75%
2015
-14.77%-9.86%
2014
12.58%17.08%
2013
20.16%18.37%
2012
13.33%6.90%
2011
6.58%10.58%
2010
13.57%8.60%
2009
32.87%17.82%
2008
-37.54%-33.87%
2007
27.58%20.39%
2006
31.55%26.03%
2005
16.81%13.59%
2004
29.88%23.96%
2003
35.96%23.65%
2002
-24.33%-23.82%
2001
-25.02%-20.74%
2000
7.06%8.42%
1999
31.79%15.87%
1998
17.79%19.19%
1997
31.55%26.13%
1996
20.06%9.81%
1995
32.48%28.17%
1994
-4.74%-8.82%
1993
19.56%13.16%
1992
N/A9.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20177.42%N/AN/AN/A
20167.93%6.84%-1.08%-2.34%
20150.86%-2.03%-11.83%-2.18%
20146.30%9.98%-4.42%0.74%
20139.93%-0.35%4.97%4.50%
20125.20%-0.33%6.23%1.74%
20117.01%3.24%-11.08%8.49%
2010-0.31%-7.01%13.18%8.24%
2009-8.41%20.70%13.86%5.56%
2008-9.41%8.27%-24.12%-16.07%
20078.97%8.90%2.60%4.79%
20063.29%4.98%6.80%13.60%
20051.09%7.18%10.00%-1.99%
20044.78%1.12%6.25%15.38%
20030.78%20.18%0.65%11.52%
2002-5.87%-16.06%-12.64%9.62%
2001-5.23%-5.37%-17.19%0.97%
200010.91%-6.21%5.75%-2.67%
1999-0.62%10.73%-1.84%22.00%
199811.28%-0.15%-3.61%9.98%
19970.27%11.91%8.11%8.45%
19961.68%3.97%1.39%12.01%
19952.93%8.84%9.37%8.12%
1994-3.38%-2.96%3.60%-1.93%
19938.32%4.12%5.41%0.58%
19922.15%6.40%3.18%N/A

Rank In Category (By Total Return)

YTD45
1-Month41
3-Month31
1-Year75
3-Year86
5-Year68

Load Adjusted Returns

1-Year4.40%
3-Year-0.13%
5-Year8.87%
10-Year4.90%