MFS Utilities R2 (MURRX)

23.18 +0.40 (+1.76%) USD  |  Jun 24 2022

MURRX 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 June 24, 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 Utilities R2
13.01%
19.85%
12.33%
-15.03%
11.15%
14.44%
0.54%
24.60%
5.72%
13.61%
-4.24%
MSCI World Net Total Return
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.24%
PGIM Jennison Utility R
13.02%
25.89%
20.30%
-12.87%
15.37%
13.57%
1.18%
26.59%
3.95%
14.64%
-5.41%
Allspring Util and Telecomms Inst
9.31%
18.65%
16.45%
-7.75%
13.03%
14.08%
3.59%
27.92%
4.62%
14.32%
-4.90%
Franklin Utilities R
5.23%
13.35%
24.77%
-7.75%
17.36%
10.23%
2.35%
26.30%
-2.21%
17.53%
-1.62%
Fidelity® Telecom and Utilities
10.07%
20.50%
13.30%
-5.53%
17.03%
11.98%
3.32%
22.02%
2.10%
7.20%
0.70%
As of June 24, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Utilities R2
-6.22%
-3.98%
-2.16%
5.72%
7.01%
8.34%
8.86%
6.45%
10.74%
10.28%
MSCI World Net Total Return
-2.16%
-13.40%
-17.59%
-11.77%
8.02%
8.19%
10.09%
5.40%
7.56%
7.30%
PGIM Jennison Utility R
-5.83%
-5.83%
-3.36%
5.33%
6.69%
8.33%
10.58%
6.27%
10.31%
11.73%
Allspring Util and Telecomms Inst
-5.54%
-4.22%
-2.64%
4.74%
6.48%
8.95%
10.10%
7.03%
10.70%
9.13%
Franklin Utilities R
-6.55%
-3.31%
0.72%
11.79%
6.24%
7.97%
9.58%
7.75%
9.31%
7.60%
Fidelity® Telecom and Utilities
-3.83%
-1.39%
2.35%
5.98%
5.86%
7.83%
9.47%
6.20%
8.95%
8.94%
As of June 24, 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