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MFS Utilities Fund (MMUCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.00-0.23 (-1.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.63%
5-year average return4.66%
Number of years up23
Number of years down6
Best 1-yr total return (27 Jun 2024)31.88%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.88%
Worst 3-yr total return1.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMUCXCategory
YTD7.68%4.24%
1-month8.66%-1.35%
3-month14.32%0.70%
1-year8.31%18.66%
3-year4.20%9.19%
5-year6.52%7.16%
10-year5.03%9.33%
Last bull market8.91%12.93%
Last bear market-7.50%-5.79%

Annual total return (%) history

Year
MMUCXCategory
2024
N/AN/A
2023
-3.00%N/A
2022
-0.29%N/A
2021
13.02%N/A
2020
5.18%0.89%
2019
23.97%22.87%
2018
0.07%2.76%
2017
13.84%11.83%
2016
10.56%13.75%
2015
-15.43%-9.86%
2014
11.81%17.08%
2013
19.24%18.37%
2012
12.47%6.90%
2011
5.77%10.58%
2010
12.70%8.60%
2009
31.88%17.82%
2008
-38.00%-33.87%
2007
26.67%20.39%
2006
30.57%26.03%
2005
15.89%13.59%
2004
29.00%23.96%
2003
34.99%23.65%
2002
-24.96%-23.82%
2001
-25.57%-20.74%
2000
6.19%8.42%
1999
30.89%15.87%
1998
16.94%19.19%
1997
30.52%26.13%
1996
19.28%9.81%
1995
31.38%28.17%
1994
N/A-8.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.14%N/AN/AN/A
2023-0.68%-0.77%-10.72%10.23%
20223.20%-7.50%-4.97%9.91%
20211.08%1.49%-0.46%10.68%
2020-17.80%9.62%2.73%13.62%
201912.04%2.95%5.83%1.55%
2018-2.37%4.42%1.21%-3.01%
20177.22%2.18%3.86%0.05%
20167.72%6.62%-1.22%-2.55%
20150.64%-2.18%-12.00%-2.38%
20146.15%9.78%-4.58%0.56%
20139.78%-0.59%4.79%4.27%
20125.03%-0.57%6.06%1.54%
20116.78%3.07%-11.28%8.32%
2010-0.49%-7.20%12.94%8.06%
2009-8.60%20.54%13.52%5.45%
2008-9.61%8.03%-24.24%-16.20%
20078.80%8.67%2.42%4.61%
20063.10%4.79%6.54%13.43%
20050.91%6.91%9.83%-2.18%
20044.60%0.94%6.07%15.20%
20030.60%20.03%0.47%11.28%
2002-6.06%-16.26%-12.69%9.27%
2001-5.42%-5.57%-17.30%0.78%
200010.65%-6.33%5.48%-2.87%
1999-0.80%10.55%-2.03%21.83%
199811.10%-0.24%-3.80%9.69%
19970.08%11.72%7.81%8.27%
19961.52%3.69%1.33%11.82%
19952.68%8.61%9.12%7.96%
1994-3.20%3.22%-2.16%N/A

Rank in category (by total return)

YTD84
1-month36
3-month72
1-year85
3-year80
5-year62

Load adjusted returns

1-year7.31%
3-year4.20%
5-year6.52%
10-year5.03%