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MFS Utilities R4 (MMUJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
24.00+0.28 (+1.18%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.02%
5-Year Average Return7.09%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Nov 5, 2024)33.17%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return33.17%
Worst 3-Yr Total Return2.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMMUJXCategory
YTD17.17%4.24%
1-Month-2.98%-1.35%
3-Month7.15%0.70%
1-Year29.31%18.66%
3-Year6.71%9.19%
5-Year7.37%7.16%
10-Year6.73%9.33%
Last Bull Market9.35%12.93%
Last Bear Market-7.30%-5.79%

Annual Total Return (%) History

Year
MMUJXCategory
2024
N/AN/A
2023
-2.00%N/A
2022
0.69%N/A
2021
14.17%N/A
2020
6.27%0.89%
2019
25.23%22.87%
2018
1.05%2.76%
2017
15.02%11.83%
2016
11.67%13.75%
2015
-14.59%-9.86%
2014
12.90%17.08%
2013
20.45%18.37%
2012
13.61%6.90%
2011
6.84%10.58%
2010
13.85%8.60%
2009
33.17%17.82%
2008
-37.36%-33.87%
2007
27.84%20.39%
2006
31.64%26.03%
2005
N/A13.59%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.92%3.05%18.28%N/A
2023-0.41%-0.54%-10.50%10.53%
20223.44%-7.30%-4.67%10.16%
20211.33%1.75%-0.22%10.98%
2020-17.60%9.93%3.02%13.89%
201912.33%3.24%6.06%1.82%
2018-2.13%4.67%1.46%-2.78%
20177.53%2.39%4.19%0.26%
20168.05%6.84%-0.96%-2.33%
20150.92%-1.96%-11.76%-2.17%
20146.41%10.04%-4.40%0.85%
201310.04%-0.34%5.03%4.57%
20125.26%-0.27%6.30%1.80%
20117.07%3.31%-11.02%8.55%
2010-0.24%-6.94%13.24%8.30%
2009-8.34%20.76%13.92%5.62%
2008-9.35%8.33%-24.06%-16.01%
20079.07%8.88%2.64%4.89%
20063.24%5.01%6.84%13.64%
200510.04%-1.88%N/AN/A

Rank In Category (By Total Return)

YTD86
1-Month94
3-Month81
1-Year82
3-Year74
5-Year49

Load Adjusted Returns

1-Year29.31%
3-Year6.71%
5-Year7.37%
10-Year6.73%