Nasdaq - Delayed Quote USD
MFS Research R4 (MFRJX)
51.37
-1.05
(-2.00%)
At close: 8:01:36 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -9.18% |
| 5y Average Return | 12.95% |
| Number of Years Up | 15 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 15, 2025) | 33.43% |
| Worst 1Y Total Return (Apr 15, 2025) | -- |
| Best 3Y Total Return | 33.43% |
| Worst 3Y Total Return | 6.63% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MFRJX
Category
- YTD
- -5.01%
- 5.31%
- 1-Month
- -6.08%
- -4.19%
- 3-Month
- -5.01%
- 3.90%
- 1-Year
- 2.60%
- 20.31%
- 3-Year
- 7.21%
- 6.48%
- 5-Year
- 15.56%
- 11.78%
- 10-Year
- 11.14%
- 10.96%
- Last Bull Market
- 17.07%
- 25.56%
- Last Bear Market
- -13.80%
- -15.11%
Annual Total Return (%) History
Year
MFRJX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.01% | -- | -- | -- |
| 2024 | 10.28% | 1.60% | 4.47% | 1.75% |
| 2023 | 4.41% | 8.38% | -3.61% | 12.55% |
| 2022 | -6.49% | -13.80% | -4.38% | 7.61% |
| 2021 | 5.30% | 8.92% | 0.20% | 8.78% |
| 2020 | -18.29% | 19.41% | 8.29% | 10.64% |
| 2019 | 14.75% | 5.97% | 1.92% | 7.66% |
| 2018 | 0.50% | 3.21% | 7.25% | -13.93% |
| 2017 | 7.36% | 4.17% | 4.36% | 5.95% |
| 2016 | 0.39% | 3.46% | 4.01% | 0.91% |
| 2015 | 1.96% | 0.54% | -7.07% | 6.14% |
| 2014 | 1.17% | 4.07% | 0.60% | 4.26% |
| 2013 | 10.44% | 3.24% | 5.56% | 10.04% |
| 2012 | 13.20% | -3.64% | 7.40% | 0.24% |
| 2011 | 4.61% | 0.23% | -14.65% | 11.19% |
| 2010 | 5.47% | -12.55% | 11.91% | 12.12% |
| 2009 | -7.96% | 15.43% | 16.78% | 5.41% |
| 2008 | -9.60% | 0.25% | -8.91% | -22.83% |
| 2007 | 2.64% | 7.20% | 2.78% | 0.14% |
| 2006 | 3.51% | -3.84% | 4.92% | 5.91% |
| 2005 | 4.53% | 2.41% | -- | -- |
Rank in Category (By Total Return)
| YTD | 72 |
| 1-Month | 76 |
| 3-Month | 72 |
| 1-Year | 84 |
| 3-Year | 69 |
| 5-Year | 82 |
Load Adjusted Returns
| 1-Year | 2.60% |
| 3-Year | 7.21% |
| 5-Year | 15.56% |
| 10-Year | 11.14% |
Performance & Risk
| YTD Return | -9.18% |
| 5y Average Return | 12.95% |
| Rank in Category (ytd) | 72 |
| % 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 | -5.01% |
| Yield | 0.76% |
| 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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