Nasdaq - Delayed Quote USD

MFS Research C (MFRCX)

41.42
-2.50
(-5.69%)
At close: 6:46:36 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.29%
5y Average Return 15.18%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (Apr 2, 2025) 32.11%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 32.11%
Worst 3Y Total Return 5.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFRCX
Category
YTD
-5.24%
5.31%
1-Month
-6.17%
-4.19%
3-Month
-5.24%
3.90%
1-Year
1.60%
20.31%
3-Year
6.14%
6.48%
5-Year
14.41%
11.78%
10-Year
10.04%
10.96%
Last Bull Market
16.39%
25.56%
Last Bear Market
-14.00%
-15.11%

Annual Total Return (%) History

Year
MFRCX
Category
2025
--
--
2024
17.93%
--
2023
21.57%
22.32%
2022
-17.89%
-16.96%
2021
23.80%
26.07%
2020
15.71%
15.83%
2019
32.11%
28.78%
2018
-5.20%
-6.27%

2017
22.44%
20.44%
2016
7.90%
10.37%
2015
0.11%
-1.07%
2014
9.33%
10.96%
2013
31.11%
31.50%
2012
16.29%
14.96%
2011
-1.41%
-1.27%
2010
14.60%
14.01%
2009
29.39%
28.17%
2008
-36.92%
-37.79%
2007
12.22%
6.16%
2006
9.61%
14.17%
2005
6.90%
5.88%
2004
14.81%
10.02%
2003
23.77%
27.05%
2002
-25.27%
-22.25%
2001
-22.15%
-13.50%
2000
-5.21%
-6.31%
1999
23.02%
20.16%
1998
22.10%
22.39%
1997
19.86%
28.37%
1996
23.73%
20.76%
1995
37.51%
32.35%
1994
--
-0.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.24% -- -- --
2024 9.99% 1.36% 4.20% 1.51%
2023 4.16% 8.11% -3.85% 12.28%
2022 -6.72% -14.00% -4.62% 7.31%
2021 5.06% 8.66% -0.06% 8.52%
2020 -18.50% 19.11% 8.01% 10.36%
2019 14.47% 5.71% 1.65% 7.41%
2018 0.24% 2.96% 6.97% -14.13%
2017 7.11% 3.91% 4.11% 5.66%
2016 0.12% 3.23% 3.74% 0.63%

2015 1.70% 0.31% -7.30% 5.87%
2014 0.91% 3.81% 0.36% 3.99%
2013 10.14% 2.97% 5.33% 9.76%
2012 12.92% -3.90% 7.16% 0.01%
2011 4.43% 0.00% -14.86% 10.89%
2010 5.27% -12.77% 11.59% 11.84%
2009 -8.19% 15.15% 16.46% 5.10%
2008 -9.81% -0.04% -9.11% -23.02%
2007 2.43% 6.93% 2.54% -0.08%
2006 3.25% -4.06% 4.67% 5.70%
2005 -1.69% 2.04% 4.25% 2.22%
2004 3.45% 1.17% -2.54% 12.57%
2003 -3.29% 14.15% 1.36% 10.62%
2002 -0.06% -15.04% -16.85% 5.86%
2001 -17.28% 4.63% -19.81% 12.16%
2000 8.78% -2.74% 2.38% -12.48%
1999 1.35% 7.22% -6.81% 21.48%
1998 15.58% 2.24% -15.17% 21.81%
1997 -2.97% 16.26% 8.15% -1.75%
1996 6.93% 6.23% 3.82% 4.92%
1995 7.53% 8.72% 10.38% 6.57%
1994 -2.16% 8.54% -4.21% --

Rank in Category (By Total Return)

YTD 76
1-Month 79
3-Month 76
1-Year 88
3-Year 82
5-Year 92

Load Adjusted Returns

1-Year 0.68%
3-Year 6.14%
5-Year 14.41%
10-Year 10.04%

Performance & Risk

YTD Return -4.29%
5y Average Return 15.18%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 7.44B
YTD Return -5.24%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 1997

Fund Summary

The fund normally invests its assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

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