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MFS Growth R1 (MFELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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130.94+2.06 (+1.60%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.48%
5-year average return13.08%
Number of years up15
Number of years down3
Best 1-yr total return (2 May 2024)37.13%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return37.13%
Worst 3-yr total return2.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFELXCategory
YTD10.54%12.38%
1-month-4.64%5.09%
3-month5.95%10.28%
1-year32.70%41.70%
3-year4.86%22.56%
5-year12.49%21.98%
10-year13.17%15.99%
Last bull market31.46%25.99%
Last bear market-19.58%-17.29%

Annual total return (%) history

Year
MFELXCategory
2024
N/AN/A
2023
34.78%N/A
2022
-31.84%N/A
2021
22.41%N/A
2020
30.31%35.86%
2019
36.31%31.90%
2018
1.58%-2.09%
2017
29.56%27.67%
2016
1.45%3.23%
2015
6.29%3.60%
2014
7.70%10.00%
2013
35.26%33.92%
2012
16.24%15.34%
2011
-1.39%-2.46%
2010
14.83%15.53%
2009
37.13%35.68%
2008
-38.08%-40.67%
2007
19.83%13.35%
2006
6.64%7.05%
2005
N/A6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.92%N/AN/AN/A
202310.46%11.87%-3.08%12.53%
2022-12.56%-19.58%-6.35%3.50%
20210.14%12.28%1.00%7.80%
2020-11.99%24.35%10.60%7.66%
201917.44%6.30%0.86%8.26%
20184.94%6.28%7.79%-15.51%
20179.42%6.42%4.78%6.19%
2016-1.73%1.37%3.94%-2.02%
20153.22%-0.03%-4.78%8.18%
2014-0.41%2.65%0.58%4.75%
20139.35%1.28%10.48%10.55%
201215.11%-5.63%7.39%-0.35%
20114.68%-0.68%-12.29%8.14%
20104.53%-12.82%11.89%12.62%
2009-4.58%16.25%15.64%6.91%
2008-10.29%5.79%-16.15%-22.19%
20072.32%8.32%6.30%1.71%
20066.04%-7.23%0.92%7.41%
20056.07%3.90%N/AN/A

Rank in category (by total return)

YTD10
1-month49
3-month14
1-year35
3-year52
5-year59

Load adjusted returns

1-year32.70%
3-year4.86%
5-year12.49%
10-year13.17%