MFS Utilities Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1992 0 0 -0.79 0.16 1.43 0.55 5.02 -0.15 1.47 -0.45 1.35 1.85 0
1993 1.76 3.61 2.75 -0.14 0.14 4.13 1.33 2.76 1.24 0.51 -3.69 1.01 16.3
1994 2.65 -2.84 -3.11 0.5 -0.6 -2.85 3.27 2.36 -1.98 -0.47 -2.75 1.33 -4.7
1995 1.28 1.27 0.39 2.95 3.91 1.75 3.98 1.37 3.77 1.39 2.11 1.82 29.2
1996 2.51 -0.43 -0.38 0.88 0.64 2.44 -2.18 2.11 1.52 3.52 5.6 2.47 20.1
1997 2.35 -0.14 -1.9 2 6.22 3.29 4.1 -2.6 6.62 -2.01 4.68 5.78 31.6
1998 -0.04 3.33 7.73 -0.5 -1.6 1.99 -0.6 -9.82 7.51 3.01 2.82 3.81 17.7
1999 -0.98 -2.21 2.63 6.88 1.5 2.08 0.09 -2.66 0.77 6.69 4.89 9.06 31.9
2000 3.19 4.69 2.67 -6.69 -0.86 1.39 0.38 4.43 0.88 0.08 -8.74 6.44 7
2001 2.08 -4.49 -2.8 4.26 -3.2 -7.12 -2.13 -5.32 -9.77 0.08 -1.07 1.98 -25
2002 -8.4 -3.39 6.37 -4.28 -4.74 -7.94 -9.95 5.07 -7.66 3.71 4.57 1.08 -24.3
2003 0.31 -2.33 2.54 8.99 7.41 2.66 -2.59 1.47 1.84 2.2 2.19 6.8 35.6
2004 3.61 1.58 -0.44 -1.79 0.45 2.38 -0.22 2.49 4.06 4.53 5.06 5.06 29.9
2005 -0.27 2.56 -1.16 -0.54 3.15 4.49 3.67 1.94 4.08 -4.73 0.87 1.99 16.8
2006 4.76 -0.21 -1.2 3.09 0.24 1.59 3.62 2.97 0.09 6.17 5.26 1.65 31.6
2007 2.15 1.86 4.72 4.67 6.03 -1.88 -3.56 0.87 5.47 5.76 -1.49 0.49 27.5
2008 -7.34 0.11 -2.34 7.47 4.56 -3.65 -7.74 -1.65 -16.37 -14.84 -1.95 0.53 -37.5
2009 -2.12 -9.28 3.14 7.55 9.5 2.49 6.18 1.41 5.73 -3.53 4.32 4.88 32.8
2010 -4.49 1.05 3.29 1.22 -6.76 -1.67 8.98 -1.74 5.69 4.75 -1.58 4.98 13.3
2011 1.85 2.66 2.36 4.68 0.21 -1.58 -1.16 -3.84 -6.44 8.6 -1.28 1.19 6.6
2012 0.71 3.88 0.57 0.45 -7.55 7.34 2.11 0.62 3.4 0.87 -1.5 2.41 13.4
2013 3.95 1.37 4.32 4.25 -4.49 0.07 4.06 -3.2 4.2 3.92 -0.85 1.41 20.1
2014 -0.19 3.42 2.99 3.18 2.31 4.2 -4.56 4.03 -3.73 2.33 1.15 -2.67 12.6
2015 -1.14 2.19 -0.16 2.01 0.66 -4.59 0.45 -6.04 -6.58 4.44 -4.42 -1.94 -14.7
2016 -1.24 -0.04 9.33 2.18 1.16 3.36 0.93 -3.11 1.17 -1.81 -3.98 3.57 11.4
2017 3.08 2.78 1.4 -0.18 3.28 -0.88 3.85 1.21 -0.97 0.79 0.47 -1.04 14.5
2018 1.08 -5.62 2.54 2.63 -0.06 2 2.36 -0.02 -0.93 -2.11 2.43 -3.07 0.9
2019 5.93 2.26 3.42 0.96 -1.27 2.99 -0.49 2.97 2.88 -0.13 -1.87 -1.47 17.1
2020 3.91 -7.53 -14.72 6.54 3.91 -1.34 5.74 -1.62 -6.26 3.5 6.06 3.74 -0
2021 -6.23 -5.48 8.17 9.58 -0.67 -1.36 2.02 4.21 -6.42 5.57 -1.88 2.04 7.6
2022 -3.35 -0.04 6.6 -3.25 2.79 -7.3 6.8 -0.56 -10.74 3.86 7.34 -7.86 -7.6
2023 -0.18 -4.56 3.99 2.63 -5.3 1.65 1.17 -5.93 -6.5 0.15 7.09 -1.09 -7.6
2024 -4.88 -0.85 4.51 -4.66 7.4