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MFS Core Equity R1 (MRGGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.95+0.12 (+0.29%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.62%
5-year average return12.12%
Number of years up13
Number of years down5
Best 1-yr total return (2 Jul 2024)33.17%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return33.17%
Worst 3-yr total return6.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRGGXCategory
YTD11.70%5.31%
1-month2.39%-4.19%
3-month1.44%3.90%
1-year20.07%20.31%
3-year6.76%6.48%
5-year12.36%11.78%
10-year11.20%10.96%
Last bull market26.01%25.56%
Last bear market-14.24%-15.11%

Annual total return (%) history

Year
MRGGXCategory
2024
N/AN/A
2023
21.94%22.32%
2022
-17.79%-16.96%
2021
24.14%26.07%
2020
17.64%15.83%
2019
31.76%28.78%
2018
-4.85%-6.27%
2017
23.53%20.44%
2016
10.28%10.37%
2015
-1.13%-1.07%
2014
10.24%10.96%
2013
33.17%31.50%
2012
15.71%14.96%
2011
-1.84%-1.27%
2010
16.19%14.01%
2009
31.88%28.17%
2008
-38.37%-37.79%
2007
7.71%6.16%
2006
12.47%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.12%1.44%N/AN/A
20235.38%7.65%-3.96%11.92%
2022-6.08%-14.24%-4.62%7.01%
20215.63%8.16%0.43%8.19%
2020-19.20%20.21%8.06%12.08%
201914.30%5.25%1.18%8.24%
2018-0.11%3.65%6.55%-13.75%
20176.50%4.51%4.77%5.94%
20160.23%2.62%3.83%3.27%
20152.69%0.39%-8.75%5.10%
20141.22%4.01%0.27%4.43%
201310.87%3.22%6.05%9.73%
201212.45%-4.17%7.14%0.22%
20114.91%0.00%-15.52%10.74%
20105.21%-11.39%12.09%11.19%
2009-8.61%17.83%15.57%5.98%
2008-11.43%0.20%-10.27%-22.61%
20072.23%6.17%1.37%-2.11%
20063.04%-3.24%5.27%7.16%
20053.18%2.13%N/AN/A

Rank in category (by total return)

YTD67
1-month63
3-month70
1-year67
3-year74
5-year72

Load adjusted returns

1-year20.07%
3-year6.76%
5-year12.36%
10-year11.20%