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MFS Research A (MFRFX)

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59,01+0,05 (+0,08%)
Alla chiusura: 08:01PM EDT

Panoramica delle performance

Rating di Morningstar (rendimento)N/D1
Rendimento dall'inizio dell'anno10,61%
Rendimento medio quinquennale13,14%
Numero di anni in rialzo40
Numero di anni in ribasso12
Miglior rendimento complessivo in 1 anno (19 mag 2024)33,10%
Peggior rendimento complessivo in 1 anno (19 mag 2024)N/D
Miglior rendimento complessivo in 3 anni33,10%
Peggior rendimento complessivo in 3 anni6,37%

Rendimento ultimi 12 mesi (%) rispetto a Benchmark

I periodi di tempo superiori a un anno vengono annualizzati.
RendimentoMFRFXCategoria
YTD4,87%5,31%
1 mese-4,85%-4,19%
3 mesi3,53%3,90%
1 anno20,65%20,31%
3 anni5,87%6,48%
5 anni11,39%11,78%
10 anni11,27%10,96%
Ultimo mercato al rialzo25,58%25,56%
Ultimo mercato in ribasso-13,86%-15,11%

Storico del rendimento totale annuo (%)

Anno
MFRFXCategoria
2024
N/DN/D
2023
22,46%22,32%
2022
-17,26%-16,96%
2021
24,71%26,07%
2020
16,63%15,83%
2019
33,10%28,78%
2018
-4,47%-6,27%
2017
23,35%20,44%
2016
8,73%10,37%
2015
0,85%-1,07%
2014
10,18%10,96%
2013
32,11%31,50%
2012
17,17%14,96%
2011
-0,72%-1,27%
2010
15,46%14,01%
2009
30,42%28,17%
2008
-36,53%-37,79%
2007
12,98%6,16%
2006
10,30%14,17%
2005
7,58%5,88%
2004
15,58%10,02%
2003
24,54%27,05%
2002
-24,79%-22,25%
2001
-21,60%-13,50%
2000
-4,61%-6,31%
1999
23,82%20,16%
1998
22,92%22,39%
1997
20,52%28,37%
1996
24,47%20,76%
1995
38,59%32,35%
1994
0,01%-0,93%
1993
21,67%N/D
1992
11,13%N/D
1991
32,62%N/D
1990
-6,01%N/D
1989
26,12%N/D
1988
10,30%N/D
1987
5,38%N/D
1986
14,09%N/D
1985
28,67%N/D
1984
-5,45%N/D
1983
22,42%N/D
1982
27,26%N/D
1981
-7,39%N/D
1980
41,41%N/D
1979
37,35%N/D
1978
11,59%N/D
1977
2,95%N/D
1976
20,50%N/D
1975
31,52%N/D
1974
-31,17%N/D
1973
-19,14%N/D
1972
10,41%N/D

Rendimenti trimestrali passati (%)

AnnoT1T2T3T4
202410,22%N/DN/DN/D
20234,36%8,29%-3,67%12,48%
2022-6,54%-13,86%-4,42%7,53%
20215,24%8,84%0,14%8,72%
2020-18,34%19,35%8,21%10,59%
201914,68%5,92%1,83%7,61%
20180,43%3,15%7,18%-13,95%
20177,30%4,12%4,29%5,87%
20160,33%3,40%3,96%0,82%
20151,88%0,49%-7,12%6,07%
20141,15%3,99%0,54%4,19%
201310,36%3,20%5,50%9,95%
201213,15%-3,71%7,36%0,17%
20114,57%0,19%-14,68%11,07%
20105,42%-12,59%11,81%12,06%
2009-8,01%15,35%16,67%5,35%
2008-9,67%0,12%-9,00%-22,89%
20072,60%7,11%2,71%0,10%
20063,41%-3,88%4,83%5,86%
2005-1,54%2,21%4,43%2,36%
20043,60%1,32%-2,34%12,74%
2003-3,11%14,31%1,53%10,76%
20020,05%-14,89%-16,74%6,08%
2001-17,14%4,78%-19,64%12,37%
20008,94%-2,61%2,55%-12,33%
19991,51%7,36%-6,68%21,74%
199815,78%2,39%-15,02%22,01%
1997-2,81%16,33%8,36%-1,63%
19967,10%6,33%4,04%5,06%
19957,81%8,87%10,55%6,81%
1994-2,18%-2,00%8,74%-4,06%
19933,74%4,86%8,23%3,34%
1992-1,42%-1,53%5,09%8,94%
199113,08%-3,07%10,41%9,59%
1990-0,98%3,77%-12,18%4,16%
19898,13%6,38%10,48%-0,76%
19886,47%3,61%0,12%-0,14%
198723,00%4,48%7,23%-23,53%
198618,49%4,96%-12,64%5,01%
19857,45%9,09%-5,74%16,46%
1984-9,47%-4,16%7,43%1,44%
198315,21%15,28%-5,07%-2,90%
1982-7,87%-0,85%15,44%20,69%
19811,67%0,28%-14,91%6,75%
1980-4,51%16,63%14,37%11,03%
19798,59%5,69%11,81%7,03%
1978-3,76%14,21%9,04%-6,90%
1977-6,24%7,97%0,40%1,30%
197612,06%4,95%-2,63%5,24%
197523,05%20,36%-15,22%4,75%
1974-13,24%-6,57%-23,31%10,72%
1973-16,38%-2,91%15,10%-13,47%
19727,51%-2,05%-0,47%5,34%

Classifica di categoria (per rendimento complessivo)

YTD66
1 mese81
3 mesi66
1 anno59
3 anni70
5 anni66

Rendimento con rettifica delle commissioni

1 anno13,71%
3 anni3,80%
5 anni10,08%
10 anni10,61%