UK markets closed

MFS Equity Income A (EQNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.78+0.04 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.54%
5-year average return12.59%
Number of years up8
Number of years down3
Best 1-yr total return (15 May 2024)30.89%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return30.89%
Worst 3-yr total return5.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEQNAXCategory
YTD4.99%4.44%
1-month-3.77%-4.04%
3-month4.10%4.09%
1-year17.38%14.37%
3-year7.98%6.04%
5-year11.02%9.20%
10-year9.33%8.57%
Last bull market24.52%22.97%
Last bear market-11.85%-11.27%

Annual total return (%) history

Year
EQNAXCategory
2024
N/AN/A
2023
15.92%11.63%
2022
-7.12%-5.90%
2021
25.97%26.22%
2020
8.32%2.91%
2019
25.44%25.04%
2018
-7.73%-8.53%
2017
19.64%15.94%
2016
10.40%14.81%
2015
-1.08%-4.05%
2014
8.98%10.21%
2013
30.89%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.11%N/AN/AN/A
20232.50%5.23%-3.33%11.18%
2022-1.72%-11.85%-4.80%12.60%
20218.89%7.33%-0.74%8.58%
2020-23.96%17.49%5.53%14.89%
201911.90%2.16%-0.02%9.75%
2018-2.25%1.62%6.07%-12.42%
20176.13%2.83%4.12%5.29%
20161.52%1.57%4.19%2.76%
20150.87%1.45%-7.16%4.13%
20143.17%4.40%-0.54%1.73%
20139.79%3.04%4.63%10.59%
2012-0.49%N/AN/AN/A

Rank in category (by total return)

YTD39
1-month38
3-month50
1-year30
3-year19
5-year21

Load adjusted returns

1-year10.63%
3-year5.87%
5-year9.71%
10-year8.68%