Advertisement
U.S. Markets closed

MFS Utilities R3 (MMUHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
23.94+0.28 (+1.18%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.74%
5-Year Average Return6.81%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Nov 5, 2024)32.91%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return32.91%
Worst 3-Yr Total Return2.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMMUHXCategory
YTD16.90%4.24%
1-Month-3.02%-1.35%
3-Month7.06%0.70%
1-Year29.01%18.66%
3-Year6.44%9.19%
5-Year7.10%7.16%
10-Year6.46%9.33%
Last Bull Market9.23%12.93%
Last Bear Market-7.34%-5.79%

Annual Total Return (%) History

Year
MMUHXCategory
2024
N/AN/A
2023
-2.22%N/A
2022
0.44%N/A
2021
13.86%N/A
2020
6.02%0.89%
2019
24.87%22.87%
2018
0.84%2.76%
2017
14.69%11.83%
2016
11.41%13.75%
2015
-14.78%-9.86%
2014
12.59%17.08%
2013
20.18%18.37%
2012
13.35%6.90%
2011
6.59%10.58%
2010
13.51%8.60%
2009
32.91%17.82%
2008
-37.55%-33.87%
2007
27.43%20.39%
2006
31.27%26.03%
2005
N/A13.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.02%2.99%18.25%N/A
2023-0.46%-0.60%-10.58%10.53%
20223.39%-7.34%-4.78%10.10%
20211.27%1.64%-0.23%10.87%
2020-17.65%9.88%2.91%13.84%
201912.23%3.18%6.00%1.73%
2018-2.19%4.61%1.40%-2.80%
20177.42%2.38%4.08%0.20%
20167.94%6.84%-1.08%-2.35%
20150.86%-2.03%-11.84%-2.18%
20146.30%9.99%-4.42%0.74%
20139.94%-0.35%4.97%4.51%
20125.21%-0.33%6.24%1.74%
20117.02%3.25%-11.09%8.50%
2010-0.37%-6.95%13.12%8.25%
2009-8.33%20.61%13.87%5.57%
2008-9.42%8.27%-24.13%-16.06%
20078.94%8.87%2.57%4.76%
20063.25%4.86%6.77%13.57%
20059.96%-2.03%N/AN/A

Rank In Category (By Total Return)

YTD87
1-Month95
3-Month82
1-Year82
3-Year79
5-Year61

Load Adjusted Returns

1-Year29.01%
3-Year6.44%
5-Year7.10%
10-Year6.46%