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MFS Massachusetts Inv Gr Stk R6 (MIGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.28+0.18 (+0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.14%
5-year average return15.42%
Number of years up10
Number of years down1
Best 1-yr total return (19 May 2024)40.35%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return40.35%
Worst 3-yr total return6.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIGNXCategory
YTD3.38%12.38%
1-month-4.45%5.09%
3-month2.24%10.28%
1-year17.73%41.70%
3-year6.09%22.56%
5-year13.05%21.98%
10-year13.43%15.99%
Last bull market23.54%25.99%
Last bear market-13.79%-17.29%

Annual total return (%) history

Year
MIGNXCategory
2024
N/AN/A
2023
24.46%N/A
2022
-18.95%N/A
2021
26.66%N/A
2020
22.84%35.86%
2019
40.35%31.90%
2018
1.10%-2.09%
2017
29.13%27.67%
2016
6.51%3.23%
2015
0.32%3.60%
2014
11.89%10.00%
2013
30.63%33.92%
2012
N/A15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.20%N/AN/AN/A
20237.84%8.35%-5.00%12.12%
2022-7.34%-13.79%-7.39%9.56%
20213.63%8.76%1.04%11.22%
2020-17.74%20.80%10.59%11.80%
201917.71%5.74%3.12%9.36%
20181.99%3.64%8.34%-11.72%
20179.29%5.68%3.88%7.63%
20163.48%0.78%4.07%-1.85%
20151.71%-0.35%-6.57%5.93%
20140.94%3.91%-0.86%7.60%
20138.74%1.97%7.39%9.70%
20127.43%0.98%N/AN/A

Rank in category (by total return)

YTD84
1-month38
3-month80
1-year94
3-year38
5-year52

Load adjusted returns

1-year17.73%
3-year6.09%
5-year13.05%
10-year13.43%