Nasdaq - Delayed Quote USD

MFS Utilities B (MMUBX)

23.80
+0.32
+(1.36%)
At close: May 16 at 8:01:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.20%
5y Average Return 9.60%
Number of Years Up 24
Number of Years Down 7
Best 1Y Total Return (May 15, 2025) 23.97%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 23.97%
Worst 3Y Total Return 1.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMUBX
Category
YTD
2.34%
4.24%
1-Month
1.33%
-1.35%
3-Month
2.11%
0.70%
1-Year
14.18%
18.66%
3-Year
3.13%
9.19%
5-Year
8.21%
7.16%
10-Year
5.29%
9.33%
Last Bull Market
21.19%
12.93%
Last Bear Market
-7.50%
-5.79%

Annual Total Return (%) History

Year
MMUBX
Category
2025
--
--
2024
10.54%
--
2023
-2.96%
--
2022
-0.30%
--
2021
13.02%
--
2020
5.21%
0.89%
2019
23.97%
22.87%
2018
0.03%
2.76%

2017
13.89%
11.83%
2016
10.55%
13.75%
2015
-15.43%
-9.86%
2014
11.80%
17.08%
2013
19.24%
18.37%
2012
12.47%
6.90%
2011
5.82%
10.58%
2010
12.69%
8.60%
2009
31.88%
17.82%
2008
-38.01%
-33.87%
2007
26.67%
20.39%
2006
30.51%
26.03%
2005
15.91%
13.59%
2004
29.04%
23.96%
2003
35.05%
23.65%
2002
-24.99%
-23.82%
2001
-25.59%
-20.74%
2000
6.28%
8.42%
1999
30.81%
15.87%
1998
16.96%
19.19%
1997
30.54%
26.13%
1996
19.11%
9.81%
1995
31.50%
28.17%
1994
-6.14%
-8.82%
1993
--
13.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.99% -- -- --
2024 -1.17% 2.78% 18.01% -7.79%
2023 -0.65% -0.77% -10.73% 10.26%
2022 3.20% -7.50% -4.97% 9.90%
2021 1.08% 1.49% -0.47% 10.68%
2020 -17.80% 9.67% 2.74% 13.59%
2019 12.04% 2.95% 5.83% 1.56%
2018 -2.37% 4.38% 1.21% -3.01%
2017 7.27% 2.13% 3.91% 0.05%
2016 7.72% 6.62% -1.22% -2.55%

2015 0.68% -2.22% -12.00% -2.37%
2014 6.14% 9.78% -4.59% 0.56%
2013 9.78% -0.59% 4.79% 4.27%
2012 5.03% -0.57% 6.06% 1.54%
2011 6.84% 3.07% -11.29% 8.32%
2010 -0.50% -7.14% 12.94% 8.00%
2009 -8.53% 20.44% 13.61% 5.37%
2008 -9.57% 8.02% -24.20% -16.27%
2007 8.80% 8.73% 2.36% 4.61%
2006 3.10% 4.72% 6.63% 13.37%
2005 0.82% 7.01% 9.75% -2.11%
2004 4.60% 0.94% 6.07% 15.22%
2003 0.60% 20.06% 0.47% 11.30%
2002 -6.07% -16.28% -12.71% 9.28%
2001 -5.43% -5.57% -17.32% 0.78%
2000 10.66% -6.26% 5.48% -2.87%
1999 -0.80% 10.56% -2.03% 21.75%
1998 11.01% -0.24% -3.81% 9.81%
1997 0.08% 11.74% 7.82% 8.27%
1996 1.51% 3.73% 1.17% 11.82%
1995 2.67% 8.69% 9.15% 7.95%
1994 -3.81% -3.31% 3.17% -2.18%
1993 0.19% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 13
3-Month 69
1-Year 96
3-Year 96
5-Year 85

Load Adjusted Returns

1-Year 10.18%
3-Year 2.23%
5-Year 7.91%
10-Year 5.29%

Performance & Risk

YTD Return 5.20%
5y Average Return 9.60%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Utilities
Fund Family MFS
Net Assets 2.45B
YTD Return 2.34%
Yield 1.23%
Morningstar Rating
Inception Date Apr 01, 2005

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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