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MFS Utilities R6 (MMUKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.38+0.19 (+0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.86%
5-year average return5.65%
Number of years up9
Number of years down2
Best 1-yr total return (2 Jul 2024)25.30%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.30%
Worst 3-yr total return2.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMUKXCategory
YTD2.13%4.24%
1-month-5.51%-1.35%
3-month3.06%0.70%
1-year1.09%18.66%
3-year3.82%9.19%
5-year5.81%7.16%
10-year5.14%9.33%
Last bull market9.46%12.93%
Last bear market-7.25%-5.79%

Annual total return (%) history

Year
MMUKXCategory
2024
N/AN/A
2023
-1.91%N/A
2022
0.78%N/A
2021
14.26%N/A
2020
6.39%0.89%
2019
25.30%22.87%
2018
1.13%2.76%
2017
15.13%11.83%
2016
11.80%13.75%
2015
-14.50%-9.86%
2014
13.01%17.08%
2013
20.58%18.37%
2012
N/A6.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.89%3.06%N/AN/A
2023-0.43%-0.47%-10.52%10.62%
20223.44%-7.25%-4.67%10.19%
20211.34%1.72%-0.15%11.01%
2020-17.57%9.97%3.04%13.91%
201912.36%3.21%6.15%1.79%
2018-2.10%4.68%1.48%-2.75%
20177.53%2.46%4.15%0.34%
20168.06%6.90%-0.94%-2.30%
20150.94%-1.93%-11.75%-2.13%
20146.41%10.08%-4.33%0.83%
201310.04%-0.26%5.05%4.59%
20126.36%1.82%N/AN/A

Rank in category (by total return)

YTD89
1-month73
3-month61
1-year81
3-year62
5-year34

Load adjusted returns

1-year1.09%
3-year3.82%
5-year5.81%
10-year5.14%