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MFS Core Equity R4 (MRGJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.29+0.21 (+0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.62%
5-year average return13.37%
Number of years up13
Number of years down5
Best 1-yr total return (4 Jul 2024)34.48%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return34.48%
Worst 3-yr total return7.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRGJXCategory
YTD12.23%5.31%
1-month2.44%-4.19%
3-month1.67%3.90%
1-year21.26%20.31%
3-year7.82%6.48%
5-year13.49%11.78%
10-year12.32%10.96%
Last bull market26.52%25.56%
Last bear market-14.01%-15.11%

Annual total return (%) history

Year
MRGJXCategory
2024
N/AN/A
2023
23.19%22.32%
2022
-16.99%-16.96%
2021
25.37%26.07%
2020
18.86%15.83%
2019
33.07%28.78%
2018
-3.89%-6.27%
2017
24.78%20.44%
2016
11.37%10.37%
2015
-0.15%-1.07%
2014
11.38%10.96%
2013
34.48%31.50%
2012
16.87%14.96%
2011
-0.84%-1.27%
2010
17.24%14.01%
2009
33.19%28.17%
2008
-37.75%-37.79%
2007
8.78%6.16%
2006
13.53%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.39%1.67%N/AN/A
20235.65%7.92%-3.70%12.20%
2022-5.87%-14.01%-4.42%7.30%
20215.87%8.43%0.68%8.48%
2020-18.99%20.50%8.36%12.36%
201914.60%5.51%1.44%8.50%
20180.16%3.91%6.81%-13.54%
20176.77%4.76%5.05%6.19%
20160.48%2.87%4.11%3.48%
20152.92%0.66%-8.55%5.39%
20141.48%4.26%0.56%4.69%
201311.12%3.45%6.34%10.01%
201212.73%-3.95%7.43%0.47%
20115.22%0.21%-15.27%11.00%
20105.54%-11.31%12.40%11.43%
2009-8.34%18.11%15.89%6.17%
2008-11.15%0.42%-10.07%-22.42%
20072.51%6.45%1.61%-1.90%
20063.21%-2.95%5.51%7.41%
20053.43%2.47%N/AN/A

Rank in category (by total return)

YTD62
1-month62
3-month67
1-year62
3-year63
5-year58

Load adjusted returns

1-year21.26%
3-year7.82%
5-year13.49%
10-year12.32%