MFS Research Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1973 | 0 | 0 | 0 | 0 | 0 | -0.78 | 6.48 | -1.34 | 9.69 | -3.61 | -13.54 | 3.83 | 0 |
| 1974 | -5.78 | 1.02 | -8.97 | 1.13 | -3.9 | -3.86 | -8.03 | -6.55 | -11 | 15.82 | -1.85 | -2.59 | -31.4 |
| 1975 | 10.65 | 7.22 | 3.77 | 7.78 | 6.85 | 4.51 | -8.46 | -2.54 | -5.04 | 3.76 | 2.86 | -1.86 | 31.5 |
| 1976 | 11.34 | 0.51 | 0.14 | -0.34 | -1.03 | 6.4 | -3.09 | -1.51 | 2.03 | -2.53 | 3.12 | 4.71 | 20.5 |
| 1977 | -4.66 | -2.02 | 0.37 | 1.21 | 0.51 | 6.13 | -0.48 | -0.16 | 1.06 | -4.38 | 4.92 | 0.97 | 3 |
| 1978 | -6.4 | -0.85 | 3.78 | 10.83 | 2.75 | 0.3 | 6.81 | 4.16 | -2.03 | -12.97 | 3.49 | 3.37 | 11.6 |
| 1979 | 4.15 | -4.13 | 8.91 | 1.8 | -1.77 | 5.69 | 2.62 | 6.91 | 1.94 | -7.15 | 10.01 | 4.78 | 37.6 |
| 1980 | 8.57 | 0.31 | -12.48 | 6.04 | 5.36 | 4.39 | 7.98 | 2.56 | 3.28 | 1.17 | 12.46 | -2.41 | 41.2 |
| 1981 | -4.65 | 1.28 | 5.29 | 2.02 | 5.15 | -6.52 | -3.49 | -6.9 | -11.35 | 8.03 | 3.24 | -4.29 | -13.3 |
| 1982 | -1.55 | -4.94 | -1.56 | 4.05 | -4.3 | -0.43 | -0.11 | 10.36 | 1.44 | 11.53 | 8.92 | -0.65 | 23.3 |
| 1983 | 2.55 | 6.09 | 5.89 | 6.89 | 2.48 | 5.24 | -3.93 | -3.57 | -13.81 | -3.92 | 3.35 | -2.21 | 3 |
| 1984 | -5.85 | -5.87 | 2.15 | -0.36 | -6.26 | 2.62 | -0.86 | 10.57 | -8.92 | 0.38 | -2.39 | 3.54 | -12.1 |
| 1985 | 8.4 | 1.32 | -2.17 | 0 | 6.89 | 2.06 | -0.17 | -1.41 | -12.51 | 4.63 | 6.64 | 4.37 | 17.6 |
| 1986 | 3.09 | 9.06 | 5.4 | -1.41 | 5.45 | 0.97 | -6.36 | 4.77 | -27.88 | 4.99 | 2.1 | -2.04 | -7.6 |
| 1987 | 13.04 | 5.93 | 2.73 | -0.45 | 1.73 | 3.16 | 4.32 | 4.76 | -17.17 | -24.56 | -7.51 | 9.58 | -11 |
| 1988 | 2.62 | 4.59 | -0.8 | 0.1 | -0.89 | 4.44 | -1.06 | -2.82 | 2.48 | 0.98 | -1.17 | -0.15 | 8.3 |
| 1989 | 6.35 | -1.96 | 3.72 | 3.97 | 2.58 | -0.26 | 7.28 | 3.03 | -8 | -3.39 | 1.26 | 0.57 | 15.1 |
| 1990 | -4.81 | 2.06 | 1.93 | -2.54 | 6.7 | -0.22 | 0.97 | -8.56 | -7.31 | -0.94 | 3.25 | 1.83 | -8.4 |
| 1991 | 4.63 | 5.29 | 2.65 | -1.07 | 3.08 | -4.94 | 5.67 | 3.52 | 0.94 | 0.84 | -4.77 | 5.01 | 22 |
| 1992 | 0.75 | 1.41 | -3.52 | -0.34 | 1.88 | -3.01 | 4.92 | -2.55 | 2.78 | 0.33 | 5.89 | -4.53 | 3.5 |
| 1993 | 1.55 | -2.24 | 4.51 | -2.04 | 6.49 | 0.53 | -0.22 | 5.92 | 2.41 | 0.97 | -2.46 | -6.57 | 8.3 |
| 1994 | 4.22 | -0.51 | -5.66 | 0.54 | 1.07 | -3.56 | 2.75 | 6.58 | -9.68 | 0.79 | -5.28 | 0.23 | -9.3 |
| 1995 | 0.08 | 4.24 | 3.35 | 1.85 | 3.48 | 3.29 | 6.59 | 0.47 | 3.24 | 0.32 | 3.83 | -3.52 | 30.4 |
| 1996 | 2.3 | 4.5 | 0.18 | 4.18 | 3.67 | -2.1 | -4.8 | 3.32 | 6.37 | 0.86 | 5.94 | -1.7 | 24.5 |
| 1997 | 3.56 | -0.47 | -5.71 | 4.44 | 7.18 | 3.92 | 7.5 | -4.22 | 5.24 | -5.07 | 3.06 | 0.49 | 20.5 |
| 1998 | 2.16 | 8 | 4.94 | 0.69 | -1.81 | 3.57 | -2.46 | -17.42 | 5.51 | 5.78 | 7.49 | 7.23 | 22.8 |
| 1999 | 2.94 | -3.67 | 2.37 | 1.72 | -1.46 | 7.11 | -2.88 | -1.5 | -2.44 | 5.67 | 4.92 | 9.85 | 23.9 |
| 2000 | -4.75 | 6.15 | 7.75 | -4.2 | -3.12 | 4.93 | -1.27 | 9.73 | -5.34 | -3.15 | -11.31 | 2.26 | -4.4 |
| 2001 | 4.13 | -12.45 | -9.1 | 10.22 | -1.32 | -4.12 | -3.23 | -7.53 | -9.76 | 2.93 | 7.32 | 1.73 | -21.6 |
| 2002 | -3.19 | -1.48 | 4.91 | -5.58 | -1.8 | -8.2 | -8.56 | 0.34 | -9.26 | 6.45 | 4.37 | -4.52 | -24.8 |
| 2003 | -2.4 | -1.81 | 1.71 | 7.81 | 5.28 | 0.71 | 1.53 | 1.57 | -1.55 | 4.78 | 0.9 | 4.74 | 25.3 |
| 2004 | 3.49 | 2.26 | -2.11 | -1.88 | 0.67 | 2.57 | -4.3 | 0.21 | 2.05 | 3.23 | 4.75 | 4.25 | 15.8 |
| 2005 | -1.24 | 1.66 | -1.93 | -3.87 | 3.98 | 2.27 | 5.12 | -0.98 | 0.33 | -1.18 | 2.39 | 1.16 | 7.6 |
| 2006 | 2.63 | -0.9 | 1.68 | 1.52 | -5.23 | -0.09 | -0.46 | 1.77 | 3.48 | 2.88 | 2.71 | 0.18 | 10.3 |
| 2007 | 2.94 | -1.34 | 1.03 | 4.21 | 3.22 | -0.42 | -2.71 | 0.63 | 4.91 | 3.49 | -3.05 | -0.25 | 13 |
| 2008 | -6.68 | -2.2 | -1.02 | 5.87 | 2.11 | -7.38 | -1.57 | 1.47 | -8.88 | -17.91 | -7.13 | 1.14 | -36.5 |
| 2009 | -7.66 | -8.42 | 8.77 | 9.68 | 4.59 | 0.56 | 8.5 | 3.04 | 4.35 | -2.3 | 5.2 | 2.49 | 30.4 |
| 2010 | -3.35 | 2.85 | 6.05 | 1.37 | -8.27 | -5.87 | 7.38 | -4.97 | 9.57 | 3.79 | 0.82 | 7.1 | 15.6 |
| 2011 | 1.48 | 2.92 | 0.11 | 2.84 | -0.48 | -2.1 | -1.45 | -5.9 | -8 | 11.83 | -0.52 | -0.16 | -0.7 |
| 2012 | 4.64 | 4.86 | 3.12 | -0.43 | -6.58 | 3.52 | 1.72 | 2.68 | 2.79 | -1.74 | 1.06 | 0.88 | 17.2 |
| 2013 | 4.83 | 1.87 | 3.34 | 1.14 | 2.98 | -0.91 | 5.16 | -2.83 | 3.25 | 3.67 | 3.01 | 2.95 | 32.1 |
| 2014 | -3.22 | 5.04 | -0.51 | -0.46 | 2.36 | 2.06 | -1.63 | 3.87 | -1.6 | 1.86 | 2.63 | -0.19 | 10.3 |
| 2015 | -3.29 | 6.43 | -1.02 | 0.31 | 1.51 | -1.31 | 2.12 | -5.85 | -3.4 | 7.31 | 0.36 | -1.61 | 0.8 |
| 2016 | -4.69 | -0.96 | 6.29 | 0.77 | 2.22 | 0.38 | 3.56 | 0.49 | -0.1 | -2.21 | 2.05 | 1.04 | 8.8 |
| 2017 | 2.96 | 3.98 | 0.23 | 1.71 | 1.93 | 0.44 | 2.05 | 0.54 | 1.64 | 2.91 | 2.22 | 0.6 | 23.3 |
| 2018 | 5.61 | -3.1 | -1.86 | 0.19 | 1.98 | 0.95 | 3.49 | 3.04 | 0.52 | -7.47 | 2.29 | -9.13 | -4.5 |
| 2019 | 9.01 | 3.26 | 1.88 | 4.61 | -4.89 | 6.46 | 2.13 | -1.05 | 0.77 | 0.88 | 3.63 | -0.8 | 28.3 |
| 2020 | 1.08 | -7.76 | -12.41 | 12.1 | 5.18 | 1.22 | 5.05 | 6.52 | -8.1 | -2.88 | 9.99 | 3.52 | 10.8 |
| 2021 | -7.16 | 8.7 | 4.28 | 6.11 | 0.54 | 2.02 | 2.8 | 2.66 | -5.11 | 6.32 | -2.12 | -1.02 | 18.2 |
| 2022 | -5.56 | -3.21 | 2.24 | -7.91 | 1.06 | -7.44 | 8.63 | -3.97 | -8.37 | 7.44 | 5.3 | -11.5 | -23 |
| 2023 | 5.73 | -3.82 | 2.62 | 2 | 0.16 | 6 | 3.1 | -1.75 | -4.9 | -1.28 | 9.07 | -2.25 | 14.6 |
| 2024 | 1.29 | 5.57 | 3.07 | -4.06 | 8.3 |