Nasdaq - Delayed Quote USD

MFS Utilities I (MMUIX)

23.70
+0.23
+(0.98%)
At close: May 23 at 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.48%
5y Average Return 9.67%
Number of Years Up 22
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 25.19%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 25.19%
Worst 3Y Total Return 2.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMUIX
Category
YTD
2.66%
4.24%
1-Month
1.36%
-1.35%
3-Month
2.34%
0.70%
1-Year
15.29%
18.66%
3-Year
4.17%
9.19%
5-Year
9.29%
7.16%
10-Year
6.34%
9.33%
Last Bull Market
21.86%
12.93%
Last Bear Market
-7.28%
-5.79%

Annual Total Return (%) History

Year
MMUIX
Category
2025
--
--
2024
11.66%
--
2023
-2.00%
--
2022
0.69%
--
2021
14.17%
--
2020
6.25%
0.89%
2019
25.19%
22.87%
2018
1.09%
2.76%

2017
15.03%
11.83%
2016
11.63%
13.75%
2015
-14.56%
-9.86%
2014
12.87%
17.08%
2013
20.46%
18.37%
2012
13.57%
6.90%
2011
6.89%
10.58%
2010
13.82%
8.60%
2009
33.20%
17.82%
2008
-37.35%
-33.87%
2007
27.98%
20.39%
2006
31.83%
26.03%
2005
17.07%
13.59%
2004
30.28%
23.96%
2003
36.26%
23.65%
2002
-24.12%
-23.82%
2001
-24.87%
-20.74%
2000
7.31%
8.42%
1999
32.18%
15.87%
1998
18.06%
19.19%
1997
--
26.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.28% -- -- --
2024 -0.91% 3.03% 18.29% -7.55%
2023 -0.41% -0.53% -10.50% 10.54%
2022 3.43% -7.28% -4.69% 10.16%
2021 1.32% 1.74% -0.22% 10.99%
2020 -17.59% 9.90% 3.01% 13.89%
2019 12.29% 3.23% 6.08% 1.81%
2018 -2.12% 4.65% 1.46% -2.73%
2017 7.56% 2.38% 4.18% 0.26%
2016 8.03% 6.87% -1.01% -2.32%

2015 0.92% -1.96% -11.78% -2.11%
2014 6.39% 10.02% -4.34% 0.80%
2013 10.02% -0.29% 5.02% 4.56%
2012 5.25% -0.32% 6.34% 1.80%
2011 7.06% 3.36% -11.05% 8.59%
2010 -0.24% -7.00% 13.30% 8.28%
2009 -8.41% 20.83% 13.89% 5.68%
2008 -9.39% 8.32% -24.03% -15.98%
2007 9.08% 8.95% 2.66% 4.90%
2006 3.35% 5.03% 6.86% 13.65%
2005 1.15% 7.14% 10.14% -1.93%
2004 4.84% 1.18% 6.41% 15.41%
2003 0.85% 20.37% 0.59% 11.60%
2002 -5.81% -15.99% -12.56% 9.67%
2001 -5.16% -5.40% -17.02% 0.92%
2000 11.04% -6.14% 5.80% -2.68%
1999 -0.55% 10.89% -1.77% 22.04%
1998 11.33% 0.01% -3.64% 10.04%
1997 12.09% 8.06% 8.64% --

Rank in Category (By Total Return)

YTD 81
1-Month 12
3-Month 64
1-Year 94
3-Year 83
5-Year 72

Load Adjusted Returns

1-Year 15.29%
3-Year 4.17%
5-Year 9.29%
10-Year 6.34%

Performance & Risk

YTD Return 4.48%
5y Average Return 9.67%
Rank in Category (ytd) 81
% 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 2.66%
Yield 2.30%
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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