Nasdaq - Delayed Quote USD

MFS Utilities Fund (MMUFX)

20.55 +0.19 (+0.93%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.26%
5y Average Return 5.44%
Number of Years Up 25
Number of Years Down 6
Best 1Y Total Return (Apr 22, 2024) 32.87%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 32.87%
Worst 3Y Total Return 2.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMUFX
Category
YTD
-0.97%
4.24%
1-Month
5.00%
-1.35%
3-Month
-0.97%
0.70%
1-Year
-2.76%
18.66%
3-Year
3.01%
9.19%
5-Year
5.48%
7.16%
10-Year
5.48%
9.33%
Last Bull Market
20.02%
12.93%
Last Bear Market
-7.34%
-5.79%

Annual Total Return (%) History

Year
MMUFX
Category
2024
--
--
2023
-2.25%
--
2022
0.44%
--
2021
13.85%
--
2020
6.02%
0.89%
2019
24.89%
22.87%
2018
0.85%
2.76%
2017
14.68%
11.83%

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
--
9.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.97% -- -- --
2023 -0.46% -0.60% -10.57% 10.47%
2022 3.39% -7.34% -4.78% 10.09%
2021 1.27% 1.64% -0.23% 10.87%
2020 -17.63% 9.82% 2.96% 13.83%
2019 12.22% 3.18% 6.00% 1.76%
2018 -2.19% 4.61% 1.40% -2.80%
2017 7.42% 2.38% 4.08% 0.20%
2016 7.93% 6.84% -1.08% -2.34%
2015 0.86% -2.03% -11.83% -2.18%

2014 6.30% 9.98% -4.42% 0.74%
2013 9.93% -0.35% 4.97% 4.50%
2012 5.20% -0.33% 6.23% 1.74%
2011 7.01% 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%
2007 8.97% 8.90% 2.60% 4.79%
2006 3.29% 4.98% 6.80% 13.60%
2005 1.09% 7.18% 10.00% -1.99%
2004 4.78% 1.12% 6.25% 15.38%
2003 0.78% 20.18% 0.65% 11.52%
2002 -5.87% -16.06% -12.64% 9.62%
2001 -5.23% -5.37% -17.19% 0.97%
2000 10.91% -6.21% 5.75% -2.67%
1999 -0.62% 10.73% -1.84% 22.00%
1998 11.28% -0.15% -3.61% 9.98%
1997 0.27% 11.91% 8.11% 8.45%
1996 1.68% 3.97% 1.39% 12.01%
1995 2.93% 8.84% 9.37% 8.12%
1994 -3.38% -2.96% 3.60% -1.93%
1993 8.32% 4.12% 5.41% 0.58%
1992 2.15% 6.40% 3.18% --

Rank in Category (By Total Return)

YTD 90
1-Month 85
3-Month 90
1-Year 85
3-Year 63
5-Year 41

Load Adjusted Returns

1-Year -8.35%
3-Year 0.99%
5-Year 4.24%
10-Year 4.85%

Performance & Risk

YTD Return -1.26%
5y Average Return 5.44%
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 -0.97%
Yield 2.17%
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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