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MFS Growth R3 (MFEHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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175.62+1.89 (+1.09%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.97%
5-year average return13.83%
Number of years up15
Number of years down3
Best 1-yr total return (1 May 2024)38.16%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return38.16%
Worst 3-yr total return3.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFEHXCategory
YTD16.13%12.38%
1-month2.60%5.09%
3-month16.13%10.28%
1-year42.50%41.70%
3-year10.01%22.56%
5-year15.40%21.98%
10-year14.37%15.99%
Last bull market35.71%25.99%
Last bear market-19.43%-17.29%

Annual total return (%) history

Year
MFEHXCategory
2024
N/AN/A
2023
35.79%N/A
2022
-31.32%N/A
2021
23.33%N/A
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
N/A6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.13%N/AN/AN/A
202310.66%12.08%-2.90%12.75%
2022-12.40%-19.43%-6.17%3.70%
20210.31%12.49%1.19%8.01%
2020-11.83%24.58%10.81%7.86%
201917.67%6.49%1.05%8.47%
20185.13%6.48%8.01%-15.35%
20179.62%6.61%4.97%6.40%
2016-1.56%1.56%4.13%-1.83%
20153.42%0.16%-4.60%8.39%
2014-0.23%2.86%0.76%4.93%
20139.53%1.49%10.69%10.76%
201215.32%-5.46%7.61%-0.16%
20114.87%-0.48%-12.10%8.34%
20104.74%-12.68%12.13%12.82%
2009-4.41%16.43%15.90%7.10%
2008-10.11%6.01%-16.01%-22.04%
20072.50%8.51%6.49%1.88%
20066.20%-7.06%1.08%7.60%
20056.31%4.08%N/AN/A

Rank in category (by total return)

YTD7
1-month29
3-month7
1-year23
3-year38
5-year46

Load adjusted returns

1-year42.50%
3-year10.01%
5-year15.40%
10-year14.37%