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MFS Massachusetts Inv Gr Stk R4 (MIGKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.67-0.05 (-0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.65%
5-year average return14.96%
Number of years up16
Number of years down2
Best 1-yr total return (13 May 2024)41.10%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return41.10%
Worst 3-yr total return6.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIGKXCategory
YTD3.37%12.38%
1-month-4.44%5.09%
3-month2.24%10.28%
1-year17.66%41.70%
3-year6.00%22.56%
5-year12.95%21.98%
10-year13.32%15.99%
Last bull market23.50%25.99%
Last bear market-13.79%-17.29%

Annual total return (%) history

Year
MIGKXCategory
2024
N/AN/A
2023
24.37%N/A
2022
-19.03%N/A
2021
26.52%N/A
2020
22.72%35.86%
2019
40.25%31.90%
2018
1.01%-2.09%
2017
28.98%27.67%
2016
6.41%3.23%
2015
0.20%3.60%
2014
11.77%10.00%
2013
30.47%33.92%
2012
17.27%15.34%
2011
1.60%-2.46%
2010
14.49%15.53%
2009
41.10%35.68%
2008
-36.79%-40.67%
2007
11.80%13.35%
2006
7.77%7.05%
2005
N/A6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.17%N/AN/AN/A
20237.82%8.31%-4.98%12.07%
2022-7.36%-13.79%-7.45%9.54%
20213.60%8.72%1.03%11.19%
2020-17.77%20.75%10.59%11.76%
201917.69%5.71%3.10%9.34%
20181.97%3.61%8.32%-11.73%
20179.26%5.68%3.80%7.62%
20163.46%0.75%4.06%-1.90%
20151.70%-0.40%-6.57%5.87%
20140.92%3.89%-0.87%7.55%
20138.72%1.95%7.31%9.70%
201214.65%-5.71%7.43%0.98%
20113.66%2.90%-12.06%8.32%
20103.41%-11.54%10.94%12.82%
2009-3.22%16.85%14.69%8.79%
2008-8.37%-0.92%-8.71%-23.73%
2007-0.22%7.66%4.03%0.04%
20063.81%-4.72%3.53%5.24%
20054.06%2.47%N/AN/A

Rank in category (by total return)

YTD84
1-month37
3-month79
1-year94
3-year40
5-year54

Load adjusted returns

1-year17.66%
3-year6.00%
5-year12.95%
10-year13.32%