MFS Research Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1993 0 0 0 0 0 0 0 0 0 0.9 -2.47 -6.6 0
1994 4.14 -0.65 -5.68 0.46 1 -3.57 2.6 6.46 -9.75 0.8 -5.32 0.11 -10.1
1995 0 4.19 3.22 1.79 3.44 3.25 6.45 0.47 3.15 0.26 3.76 -3.68 29.2
1996 2.27 4.44 0.12 4.12 3.67 -2.19 -4.82 3.2 6.31 0.82 5.89 -1.76 23.6
1997 3.52 -0.53 -5.77 4.37 7.12 3.85 7.52 -4.31 5.17 -5.15 3.05 0.45 19.7
1998 2.11 7.94 4.83 0.71 -1.9 3.49 -2.48 -17.49 5.45 5.74 7.42 7.17 22
1999 2.91 -3.74 2.31 1.66 -1.51 7.06 -2.94 -1.55 -2.48 5.62 4.86 9.79 23.1
2000 -4.82 6.12 7.66 -4.27 -3.15 4.89 -1.33 9.62 -5.35 -3.22 -11.33 2.17 -5.1
2001 4.05 -12.47 -9.18 10.16 -1.39 -4.17 -3.29 -7.58 -9.79 2.82 7.26 1.71 -22.1
2002 -3.24 -1.56 4.87 -5.65 -1.84 -8.22 -8.62 0.29 -9.34 6.42 4.32 -4.57 -25.3
2003 -2.77 -2.15 1.65 7.73 5.24 0.68 1.49 1.54 -1.64 4.75 0.83 4.69 23.7
2004 3.45 2.22 -2.17 -1.93 0.66 2.49 -4.39 0.22 1.93 3.2 4.71 4.17 15.1
2005 -1.26 1.6 -2 -3.91 3.9 2.2 5.04 -1 0.25 -1.21 2.35 1.05 6.9
2006 2.61 -0.96 1.65 1.43 -5.27 -0.15 -0.5 1.7 3.44 2.8 2.64 0.18 9.7
2007 2.83 -1.36 0.93 4.17 3.16 -0.45 -2.75 0.55 4.83 3.44 -3.1 -0.32 12.2
2008 -6.69 -2.28 -1.1 5.82 2.06 -7.41 -1.64 1.4 -8.91 -17.96 -7.22 1.16 -36.9
2009 -7.69 -8.47 8.65 9.62 4.55 0.48 8.41 2.99 4.25 -2.32 5.13 2.43 29.4
2010 -3.39 2.75 6 1.12 -8.28 -5.95 7.29 -5 9.52 3.7 0.74 7.03 14.6
2011 1.46 2.84 0.08 2.75 -0.56 -2.13 -1.56 -5.93 -8.08 11.79 -0.56 -0.22 -1.4
2012 4.53 4.83 3.06 -0.5 -6.67 3.49 1.65 2.61 2.73 -1.84 1.03 0.83 16.3
2013 4.76 1.79 3.27 1.12 2.89 -0.98 5.12 -2.92 3.17 3.61 2.97 2.88 31.1
2014 -3.28 4.99 -0.61 -0.49 2.27 1.99 -1.68 3.8 -1.67 1.81 2.57 -0.28 9.5
2015 -3.35 6.39 -1.1 0.25 1.46 -1.39 2.04 -5.9 -3.45 7.24 0.31 -1.67 0
2016 -4.78 -1.01 6.21 0.72 2.17 0.32 3.49 0.42 -0.17 -2.27 1.98 1 8
2017 2.9 3.9 0.16 1.64 1.86 0.37 2 0.46 1.59 2.83 2.16 0.52 22.3
2018 5.57 -3.18 -1.91 0.13 1.92 0.89 3.41 2.98 0.45 -7.52 2.22 -9.17 -5.2
2019 8.92 3.23 1.78 4.53 -4.95 6.41 2.07 -1.1 0.71 0.8 3.56 -0.5 27.8
2020 1.01 -7.82 -12.46 12.04 5.11 1.13 5 6.45 -8.18 -2.95 9.95 3.45 10
2021 -7.57 2.99 4.23 12.26 0.49 1.96 2.73 2.57 -5.15 6.24 -2.18 -1.43 16.9
2022 -5.62 -3.27 2.16 -7.96 1.01 -7.5 8.56 -4.02 -8.44 7.37 5.22 -11.77 -23.7
2023 5.67 -3.87 2.55 1.94 0.09 5.94 3.02 -1.81 -4.96 -1.34 9 -2.69 13.3
2024 1.22 5.5 3 -4.1 6.3