MFS Utilities R2 (MURRX)

23.02 -0.02 (-0.09%) USD  |  Jan 22

MURRX Performance

Edit Comparables

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of January 22, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
MFS Utilities R2
6.34%
13.01%
19.85%
12.33%
-15.03%
11.15%
14.44%
0.54%
24.60%
5.72%
1.54%
MSCI World Net Total Return
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
2.49%
Franklin Utilities R
18.99%
5.23%
13.35%
24.77%
-7.75%
17.36%
10.23%
2.35%
26.30%
-2.21%
-0.87%
PGIM Jennison Utility R
7.71%
13.02%
25.89%
20.30%
-12.87%
15.37%
13.57%
1.18%
26.59%
3.95%
1.63%
Wells Fargo Util and Telecomms Inst
16.56%
9.31%
18.65%
16.45%
-7.75%
13.03%
14.08%
3.59%
27.92%
4.62%
-1.29%
JHancock Infrastructure R6
--
--
--
8.07%
-3.10%
4.59%
17.71%
-1.40%
23.58%
2.57%
3.36%
As of January 22, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Utilities R2
4.37%
7.12%
11.81%
3.83%
10.00%
12.37%
8.75%
8.71%
7.40%
10.55%
MSCI World Net Total Return
4.34%
14.14%
19.15%
16.18%
9.44%
14.52%
9.94%
7.37%
6.11%
7.84%
Franklin Utilities R
2.05%
-2.49%
3.20%
-7.00%
9.46%
10.10%
10.06%
8.26%
8.43%
7.57%
PGIM Jennison Utility R
4.44%
2.14%
6.67%
1.00%
11.70%
12.62%
10.96%
7.93%
7.92%
12.00%
Wells Fargo Util and Telecomms Inst
1.60%
-1.28%
3.40%
-1.33%
12.13%
12.56%
10.90%
8.82%
7.19%
9.24%
JHancock Infrastructure R6
6.54%
11.15%
12.19%
3.32%
8.43%
10.87%
--
--
--
7.70%
As of January 22, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of December 31, 2020