Nasdaq - Delayed Quote USD
MFS Utilities R4 (MMUJX)
At close: November 15 at 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.02% |
| 5y Average Return | 7.09% |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 33.17% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 33.17% |
| Worst 3Y Total Return | 2.49% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MMUJX
Category
- YTD
- 17.17%
- 4.24%
- 1-Month
- -2.98%
- -1.35%
- 3-Month
- 7.15%
- 0.70%
- 1-Year
- 29.31%
- 18.66%
- 3-Year
- 6.71%
- 9.19%
- 5-Year
- 7.37%
- 7.16%
- 10-Year
- 6.73%
- 9.33%
- Last Bull Market
- 9.35%
- 12.93%
- Last Bear Market
- -7.30%
- -5.79%
Annual Total Return (%) History
Year
MMUJX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.92% | 3.05% | 18.28% | -- |
| 2023 | -0.41% | -0.54% | -10.50% | 10.53% |
| 2022 | 3.44% | -7.30% | -4.67% | 10.16% |
| 2021 | 1.33% | 1.75% | -0.22% | 10.98% |
| 2020 | -17.60% | 9.93% | 3.02% | 13.89% |
| 2019 | 12.33% | 3.24% | 6.06% | 1.82% |
| 2018 | -2.13% | 4.67% | 1.46% | -2.78% |
| 2017 | 7.53% | 2.39% | 4.19% | 0.26% |
| 2016 | 8.05% | 6.84% | -0.96% | -2.33% |
| 2015 | 0.92% | -1.96% | -11.76% | -2.17% |
| 2014 | 6.41% | 10.04% | -4.40% | 0.85% |
| 2013 | 10.04% | -0.34% | 5.03% | 4.57% |
| 2012 | 5.26% | -0.27% | 6.30% | 1.80% |
| 2011 | 7.07% | 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% |
| 2007 | 9.07% | 8.88% | 2.64% | 4.89% |
| 2006 | 3.24% | 5.01% | 6.84% | 13.64% |
| 2005 | 10.04% | -1.88% | -- | -- |
Rank in Category (By Total Return)
| YTD | 86 |
| 1-Month | 94 |
| 3-Month | 81 |
| 1-Year | 82 |
| 3-Year | 74 |
| 5-Year | 49 |
Load Adjusted Returns
| 1-Year | 29.31% |
| 3-Year | 6.71% |
| 5-Year | 7.37% |
| 10-Year | 6.73% |
Performance & Risk
| YTD Return | 14.02% |
| 5y Average Return | 7.09% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Fund Overview
| Category | Utilities |
| Fund Family | MFS |
| Net Assets | 2.69B |
| YTD Return | 17.17% |
| Yield | 2.05% |
| Morningstar Rating | |
| Inception Date | Sep 07, 1993 |
Fund Summary
The fund normally invests at least 80% of its net assets in securities of issuers in the utilities industry. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission, sale or distribution of electric, gas or other types of energy, water or other sanitary services; and issuers engaged in telecommunications, including telephone, cellular telephone, satellite, microwave, cable television, and other communications media (but not engaged in public broadcasting).
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