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MFS Research R6 (MFRKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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59.55-0.36 (-0.60%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.08%
5-year average return12.92%
Number of years up13
Number of years down4
Best 1-yr total return (27 Jun 2024)33.49%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.49%
Worst 3-yr total return6.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFRKXCategory
YTD9.26%5.31%
1-month4.07%-4.19%
3-month2.13%3.90%
1-year25.72%20.31%
3-year7.42%6.48%
5-year13.76%11.78%
10-year11.81%10.96%
Last bull market25.74%25.56%
Last bear market-13.78%-15.11%

Annual total return (%) history

Year
MFRKXCategory
2024
N/AN/A
2023
22.85%22.32%
2022
-17.01%-16.96%
2021
25.11%26.07%
2020
16.98%15.83%
2019
33.49%28.78%
2018
-4.14%-6.27%
2017
23.72%20.44%
2016
9.13%10.37%
2015
1.21%-1.07%
2014
10.50%10.96%
2013
32.57%31.50%
2012
17.47%14.96%
2011
-0.55%-1.27%
2010
15.66%14.01%
2009
30.57%28.17%
2008
-36.36%-37.79%
2007
13.24%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.30%N/AN/AN/A
20234.44%8.38%-3.60%12.58%
2022-6.48%-13.78%-4.37%7.62%
20215.32%8.94%0.22%8.80%
2020-18.29%19.45%8.31%10.66%
201914.76%5.98%1.93%7.69%
20180.52%3.24%7.26%-13.89%
20177.39%4.19%4.36%5.95%
20160.42%3.48%4.06%0.91%
20151.99%0.56%-7.04%6.16%
20141.20%4.07%0.62%4.27%
201310.45%3.27%5.62%10.05%
201213.17%-3.60%7.44%0.23%
20114.61%0.23%-14.66%11.13%
20105.48%-12.57%11.88%12.10%
2009-7.96%15.36%16.73%5.34%
2008-9.61%0.21%-8.96%-22.83%
20072.64%7.20%2.75%0.17%
20064.92%5.94%N/AN/A

Rank in category (by total return)

YTD66
1-month64
3-month77
1-year63
3-year64
5-year66

Load adjusted returns

1-year25.72%
3-year7.42%
5-year13.76%
10-year11.81%