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MFS Utilities Fund (MMUFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.10-0.23 (-1.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.99%
5-year average return5.44%
Number of years up25
Number of years down6
Best 1-yr total return (27 Jun 2024)32.87%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return32.87%
Worst 3-yr total return2.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMUFXCategory
YTD8.01%4.24%
1-month8.70%-1.35%
3-month14.53%0.70%
1-year9.13%18.66%
3-year4.98%9.19%
5-year7.33%7.16%
10-year5.82%9.33%
Last bull market9.23%12.93%
Last bear market-7.34%-5.79%

Annual total return (%) history

Year
MMUFXCategory
2024
N/AN/A
2023
-2.25%N/A
2022
0.44%N/A
2021
13.85%N/A
2020
6.02%0.89%
2019
24.89%22.87%
2018
0.85%2.76%
2017
14.68%11.83%
2016
11.40%13.75%
2015
-14.77%-9.86%
2014
12.58%17.08%
2013
20.16%18.37%
2012
13.33%6.90%
2011
6.58%10.58%
2010
13.57%8.60%
2009
32.87%17.82%
2008
-37.54%-33.87%
2007
27.58%20.39%
2006
31.55%26.03%
2005
16.81%13.59%
2004
29.88%23.96%
2003
35.96%23.65%
2002
-24.33%-23.82%
2001
-25.02%-20.74%
2000
7.06%8.42%
1999
31.79%15.87%
1998
17.79%19.19%
1997
31.55%26.13%
1996
20.06%9.81%
1995
32.48%28.17%
1994
-4.74%-8.82%
1993
19.56%13.16%
1992
N/A9.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.97%N/AN/AN/A
2023-0.46%-0.60%-10.57%10.47%
20223.39%-7.34%-4.78%10.09%
20211.27%1.64%-0.23%10.87%
2020-17.63%9.82%2.96%13.83%
201912.22%3.18%6.00%1.76%
2018-2.19%4.61%1.40%-2.80%
20177.42%2.38%4.08%0.20%
20167.93%6.84%-1.08%-2.34%
20150.86%-2.03%-11.83%-2.18%
20146.30%9.98%-4.42%0.74%
20139.93%-0.35%4.97%4.50%
20125.20%-0.33%6.23%1.74%
20117.01%3.24%-11.08%8.49%
2010-0.31%-7.01%13.18%8.24%
2009-8.41%20.70%13.86%5.56%
2008-9.41%8.27%-24.12%-16.07%
20078.97%8.90%2.60%4.79%
20063.29%4.98%6.80%13.60%
20051.09%7.18%10.00%-1.99%
20044.78%1.12%6.25%15.38%
20030.78%20.18%0.65%11.52%
2002-5.87%-16.06%-12.64%9.62%
2001-5.23%-5.37%-17.19%0.97%
200010.91%-6.21%5.75%-2.67%
1999-0.62%10.73%-1.84%22.00%
199811.28%-0.15%-3.61%9.98%
19970.27%11.91%8.11%8.45%
19961.68%3.97%1.39%12.01%
19952.93%8.84%9.37%8.12%
1994-3.38%-2.96%3.60%-1.93%
19938.32%4.12%5.41%0.58%
19922.15%6.40%3.18%N/A

Rank in category (by total return)

YTD81
1-month26
3-month69
1-year83
3-year65
5-year44

Load adjusted returns

1-year2.86%
3-year2.93%
5-year6.06%
10-year5.20%