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MFS Equity Income Fund (EQNBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.70-0.01 (-0.05%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.30%
5-year average return11.11%
Number of years up8
Number of years down3
Best 1-yr total return (4 Jul 2024)29.86%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return29.86%
Worst 3-yr total return5.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEQNBXCategory
YTD9.64%4.44%
1-month0.61%-4.04%
3-month0.66%4.09%
1-year17.38%14.37%
3-year7.68%6.04%
5-year11.31%9.20%
10-year8.67%8.57%
Last bull market24.13%22.97%
Last bear market-11.98%-11.27%

Annual total return (%) history

Year
EQNBXCategory
2024
N/AN/A
2023
15.04%11.63%
2022
-7.84%-5.90%
2021
25.11%26.22%
2020
7.42%2.91%
2019
24.55%25.04%
2018
-8.38%-8.53%
2017
18.71%15.94%
2016
9.60%14.81%
2015
-1.80%-4.05%
2014
8.17%10.21%
2013
29.86%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.92%0.66%N/AN/A
20232.33%5.01%-3.52%10.97%
2022-1.96%-11.98%-4.95%12.35%
20218.73%7.12%-0.92%8.43%
2020-24.11%17.19%5.37%14.63%
201911.71%1.91%-0.16%9.57%
2018-2.37%1.43%5.82%-12.57%
20175.98%2.64%3.86%5.07%
20161.39%1.39%3.99%2.53%
20150.64%1.34%-7.32%3.89%
20143.00%4.18%-0.70%1.52%
20139.52%2.85%4.41%10.41%
2012-0.67%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month19
3-month14
1-year28
3-year30
5-year26

Load adjusted returns

1-year13.38%
3-year6.81%
5-year11.05%
10-year8.67%