Nasdaq - Delayed Quote USD
MFS Mid Cap Growth B (OTCBX)
22.27
+0.19
+(0.86%)
At close: May 16 at 8:01:55 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.55% |
| 5y Average Return | 9.17% |
| Number of Years Up | 26 |
| Number of Years Down | 5 |
| Best 1Y Total Return (May 15, 2025) | 36.51% |
| Worst 1Y Total Return (May 15, 2025) | -- |
| Best 3Y Total Return | 36.51% |
| Worst 3Y Total Return | -1.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OTCBX
Category
- YTD
- -4.09%
- 10.80%
- 1-Month
- 2.33%
- 4.43%
- 3-Month
- -9.39%
- 7.00%
- 1-Year
- 5.12%
- 48.17%
- 3-Year
- 7.11%
- 21.26%
- 5-Year
- 8.37%
- 20.18%
- 10-Year
- 9.42%
- 14.07%
- Last Bull Market
- 16.59%
- 27.14%
- Last Bear Market
- -17.53%
- -21.26%
Annual Total Return (%) History
Year
OTCBX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -6.27% | -- | -- | -- |
| 2024 | 10.47% | -2.96% | 4.61% | 1.25% |
| 2023 | 7.21% | 4.95% | -5.33% | 12.78% |
| 2022 | -15.79% | -17.53% | -4.42% | 6.84% |
| 2021 | -2.65% | 7.70% | 1.98% | 5.59% |
| 2020 | -16.29% | 25.75% | 11.13% | 14.80% |
| 2019 | 18.59% | 8.94% | -0.43% | 6.12% |
| 2018 | 5.10% | 5.64% | 7.30% | -16.02% |
| 2017 | 6.61% | 6.84% | 4.76% | 4.77% |
| 2016 | -0.91% | 1.83% | 4.16% | -1.45% |
| 2015 | 5.45% | 0.63% | -6.61% | 4.42% |
| 2014 | 0.33% | 1.47% | 0.40% | 5.41% |
| 2013 | 11.14% | 1.80% | 10.04% | 9.12% |
| 2012 | 13.86% | -5.75% | 5.86% | 1.47% |
| 2011 | 5.74% | -0.68% | -17.31% | 7.30% |
| 2010 | 8.55% | -9.42% | 12.73% | 15.15% |
| 2009 | -4.29% | 17.04% | 18.58% | 5.82% |
| 2008 | -11.16% | 4.23% | -19.48% | -34.83% |
| 2007 | 4.30% | 6.30% | 1.12% | -3.13% |
| 2006 | 5.74% | -8.03% | -2.83% | 7.29% |
| 2005 | -7.25% | 2.65% | 4.55% | 2.35% |
| 2004 | 6.78% | 1.12% | -7.64% | 14.00% |
| 2003 | 0.00% | 18.40% | 4.92% | 10.26% |
| 2002 | -9.00% | -33.99% | -18.96% | 7.02% |
| 2001 | -24.29% | 24.19% | -33.07% | 26.25% |
| 2000 | 14.30% | 6.95% | -1.14% | -11.50% |
| 1999 | 0.31% | 20.52% | 5.01% | 39.49% |
| 1998 | 18.95% | -3.13% | -16.63% | 24.41% |
| 1997 | -12.90% | 17.26% | 13.21% | -4.31% |
| 1996 | 7.46% | 9.56% | -0.42% | 1.32% |
| 1995 | 5.83% | 3.10% | 9.57% | 1.38% |
| 1994 | 0.49% | -10.55% | 15.72% | -0.98% |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 29 |
| 3-Month | 17 |
| 1-Year | 46 |
| 3-Year | 37 |
| 5-Year | 67 |
Load Adjusted Returns
| 1-Year | 1.29% |
| 3-Year | 6.23% |
| 5-Year | 8.07% |
| 10-Year | 9.42% |
Performance & Risk
| YTD Return | 2.55% |
| 5y Average Return | 9.17% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | MFS |
| Net Assets | 14.3B |
| YTD Return | -4.09% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 02, 1997 |
Fund Summary
The fund invests at least 80% of the fund's net assets in issuers with medium market capitalizations. MFS generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of purchase.
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