MFS Core Equity A (MRGAX)

38.91 +0.46 (+1.20%) USD  |  Jul 01 2022

MRGAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
MFS Core Equity A
16.57%
34.16%
11.11%
-0.37%
11.09%
24.46%
-4.11%
32.73%
18.55%
25.08%
-18.19%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.11%
MFS Massachusetts Investors Tr A
19.15%
31.90%
10.99%
0.28%
8.77%
23.56%
-5.31%
31.91%
14.12%
26.82%
-17.40%
JNL/Mellon US Stock Market Index A
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-5.79%
30.13%
20.18%
25.35%
-20.63%
Hartford Capital Appreciation A
20.16%
41.67%
7.33%
1.33%
4.12%
21.26%
-4.85%
30.46%
20.73%
15.21%
-20.30%
Invesco Rising Dividends A
12.66%
27.36%
10.93%
-0.67%
4.53%
16.76%
-6.52%
29.56%
13.35%
26.64%
-16.49%
As of July 01, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Core Equity A
-5.90%
-13.46%
-18.19%
-11.16%
9.77%
11.46%
13.08%
8.73%
9.45%
9.17%
S&P 500 Total Return
-6.60%
-15.50%
-19.11%
-10.15%
10.71%
11.54%
13.08%
8.62%
9.25%
9.85%
MFS Massachusetts Investors Tr A
-5.21%
-12.33%
-17.40%
-10.26%
8.95%
10.50%
12.43%
8.48%
8.89%
8.21%
JNL/Mellon US Stock Market Index A
-6.71%
-16.40%
-20.63%
-13.69%
9.25%
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9.92%
Hartford Capital Appreciation A
-5.89%
-15.76%
-20.30%
-16.73%
5.50%
8.13%
11.59%
6.33%
9.17%
11.63%
Invesco Rising Dividends A
-5.81%
-13.76%
-16.49%
-6.73%
9.34%
9.30%
10.16%
6.67%
8.05%
11.85%
As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022