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MFS Equity Income R1 (EQNRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.55+0.05 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.96%
5-year average return11.53%
Number of years up8
Number of years down3
Best 1-yr total return (9 May 2024)29.94%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return29.94%
Worst 3-yr total return5.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEQNRXCategory
YTD4.71%17.52%
1-month-3.85%-0.87%
3-month3.93%5.51%
1-year16.45%42.88%
3-year7.16%11.93%
5-year10.18%12.07%
10-year8.50%10.95%
Last bull market24.17%23.18%
Last bear market-11.98%-17.87%

Annual total return (%) history

Year
EQNRXCategory
2024
N/AN/A
2023
15.04%N/A
2022
-7.82%N/A
2021
25.09%N/A
2020
7.45%2.91%
2019
24.53%25.04%
2018
-8.39%-8.53%
2017
18.76%15.94%
2016
9.50%14.81%
2015
-1.75%-4.05%
2014
8.08%10.21%
2013
29.94%31.21%
2012
N/A14.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.91%N/AN/AN/A
20232.26%5.07%-3.50%10.96%
2022-1.92%-11.98%-5.00%12.40%
20218.69%7.15%-0.96%8.44%
2020-24.09%17.21%5.36%14.63%
201911.73%1.91%-0.14%9.52%
2018-2.42%1.50%5.79%-12.57%
20176.02%2.63%3.85%5.10%
20161.31%1.40%3.98%2.51%
20150.70%1.34%-7.38%3.95%
20142.93%4.21%-0.66%1.43%
20139.58%2.82%4.42%10.44%
2012-0.71%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month41
3-month55
1-year35
3-year30
5-year31

Load adjusted returns

1-year16.45%
3-year7.16%
5-year10.18%
10-year8.50%