MFS Utilities 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 0.69 -3.38 0.1 0
1994 3.13 -2.69 -4.13 0.36 -0.68 -3 3.17 2.26 -2.21 -0.57 -2.71 1.13 -6.1
1995 1.34 1.03 0.29 2.9 4.01 1.57 3.91 1.29 3.7 1.34 2.05 2.23 28.8
1996 2.46 -0.49 -0.44 0.75 0.57 2.37 -2.25 2.04 1.47 3.47 5.44 2.52 19.2
1997 2.29 -0.2 -1.97 1.83 6.29 3.23 4.05 -2.67 6.47 -2.08 4.62 5.72 30.6
1998 -0.11 3.28 7.6 -0.56 -1.57 1.94 -0.67 -9.9 7.47 2.96 2.77 3.77 17
1999 -1.04 -2.27 2.57 6.83 1.35 2.12 -0.09 -2.64 0.71 6.56 4.84 9.03 30.9
2000 3.14 4.57 2.61 -6.7 -0.92 1.4 0.25 4.38 0.83 0.02 -8.75 6.3 6.2
2001 2.02 -4.56 -2.87 4.21 -3.27 -7.21 -2.11 -5.39 -9.86 0.01 -1.13 1.93 -25.6
2002 -8.49 -3.45 6.33 -4.36 -4.69 -8.15 -9.91 4.85 -7.6 3.66 4.35 1.02 -25
2003 0.47 -2.02 2.32 9.13 7.23 2.6 -2.67 1.4 1.78 2.14 2.26 6.56 35.2
2004 3.68 1.4 -0.51 -1.68 0.27 2.33 -0.29 2.74 3.89 4.48 5.01 5.01 29.4
2005 -0.43 2.59 -1.31 -0.61 3.1 4.43 3.63 1.88 3.94 -4.73 0.72 2.01 15.9
2006 4.71 -0.27 -1.26 2.96 0.25 1.46 3.58 2.92 0.03 6.13 5.14 1.6 30.5
2007 2.15 1.75 4.68 4.56 5.99 -1.89 -3.64 0.81 5.37 5.71 -1.56 0.43 26.5
2008 -7.38 0.05 -2.41 7.37 4.56 -3.78 -7.78 -1.71 -16.38 -14.94 -2.01 0.46 -38
2009 -2.19 -9.28 3.08 7.41 9.38 2.52 6.06 1.42 5.62 -3.61 4.27 4.83 31.9
2010 -4.56 1 3.23 1.22 -6.77 -1.75 8.87 -1.74 5.58 4.64 -1.59 4.87 12.5
2011 1.85 2.54 2.3 4.58 0.14 -1.58 -1.23 -3.86 -6.58 8.57 -1.34 1.13 5.8
2012 0.65 3.77 0.56 0.34 -7.59 7.24 2.11 0.5 3.35 0.8 -1.51 2.3 12.5
2013 3.9 1.31 4.28 4.15 -4.52 -0.03 4.01 -3.23 4.11 3.82 -0.87 1.29 19.2
2014 -0.2 3.33 2.94 3.11 2.22 4.16 -4.6 3.93 -3.77 2.24 1.1 -2.7 11.8
2015 -1.25 2.14 -0.18 1.96 0.51 -4.59 0.39 -6.13 -6.62 4.34 -4.45 -2.01 -15.4
2016 -1.3 -0.1 9.24 2.14 1.11 3.25 0.87 -3.15 1.11 -1.88 -4.01 3.46 10.6
2017 3.03 2.68 1.4 -0.3 3.29 -0.94 3.81 1.14 -1.03 0.72 0.41 -1.06 13.8
2018 0.97 -5.66 2.49 2.53 -0.13 1.95 2.31 -0.13 -0.95 -2.18 2.37 -3.15 0
2019 5.9 2.22 3.39 0.97 -1.28 2.96 -0.45 2.94 2.9 -0.13 -1.88 -1.48 16.9
2020 3.93 -7.52 -14.75 6.58 4.01 -1.42 5.72 -1.63 -5.74 3.69 6.03 3.24 -0.1
2021 -5.84 -5.52 13.74 3.72 -0.76 -1.4 1.94 4.15 -6.34 5.51 -1.93 2.18 7.7
2022 -3.41 -0.09 6.68 -3.31 2.72 -7.15 6.7 -0.61 -10.6 3.79 7.3 -7.74 -7.5
2023 -0.22 -4.63 4.11 2.6 -5.42 1.85 1.09 -6.01 -6.3 0.05 7.08 -0.95 -7.5
2024 -4.99 -0.86 4.64 -2.09 7.4