MFS Utilities Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1996 0 0 0 0 0 0 0 0 0 0 0 0 0
1997 3.38 -0.12 -1.98 2.02 6.24 3.41 4.13 -2.67 6.64 -1.99 4.8 -7.66 16.3
1998 -0.02 3.35 7.75 -0.48 -1.57 2.11 -0.67 -9.78 7.54 3.03 2.84 -1.92 11.5
1999 -0.86 -2.28 2.65 6.98 1.43 2.18 0.01 -2.55 0.79 6.71 4.91 -0.24 21
2000 3.21 4.79 2.69 -6.72 -0.83 1.48 -0.08 3.95 0.44 -0.44 -18 6.07 -5.8
2001 1.93 -4.62 -2.94 4.1 -3.34 -7.26 -2.29 -5.47 -9.93 -0.23 -1.27 1.75 -26.6
2002 -8.59 -3.51 6.23 -4.4 -4.86 -8.06 -10.09 4.88 -7.91 3.37 4.23 0.63 -26.2
2003 0.31 -2.32 2.38 8.82 7.25 2.65 -2.84 1.33 1.71 2.06 2.15 6.7 33.9
2004 3.75 1.48 -0.42 -1.54 0.36 2.4 -0.2 2.63 4.07 4.54 5.07 5.07 30.5
2005 -0.25 2.57 -1.14 -0.52 3.16 4.41 3.77 1.97 4.1 -4.7 0.81 2.09 17.1
2006 4.78 -0.19 -1.17 3.1 0.34 1.54 3.64 2.99 0.11 6.25 5.21 1.68 31.9
2007 2.22 1.88 4.73 4.68 6.04 -1.85 -3.53 0.94 5.43 5.78 -1.47 0.56 27.9
2008 -7.3 0.13 -2.37 7.54 4.58 -3.68 -7.7 -1.63 -16.33 -14.86 -1.93 0.64 -37.3
2009 -2.18 -9.15 3.05 7.55 9.5 2.6 6.19 1.43 5.74 -3.51 4.33 4.96 33.2
2010 -4.45 1 3.37 1.21 -6.73 -1.72 9.06 -1.71 5.7 4.76 -1.55 5 13.6
2011 1.86 2.67 2.37 4.7 0.23 -1.5 -1.19 -3.76 -6.46 8.6 -1.26 1.27 6.9
2012 0.73 3.82 0.65 0.47 -7.57 7.34 2.18 0.64 3.41 0.88 -1.48 2.43 13.6
2013 4.01 1.39 4.33 4.26 -4.45 0.09 4.08 -3.17 4.21 3.93 -0.78 1.37 20.4
2014 -0.12 3.43 2.99 3.19 2.31 4.21 -4.53 4.07 -3.74 2.34 1.2 -2.68 12.9
2015 -1.12 2.2 -0.14 2.08 0.63 -4.55 0.47 -6 -6.59 4.45 -4.38 -1.91 -14.5
2016 -1.22 -0.02 9.38 2.19 1.18 3.37 0.95 -3.08 1.18 -1.78 -3.94 3.53 11.7
2017 3.15 2.79 1.46 -0.21 3.52 -0.9 3.91 1.23 -0.95 0.76 0.53 -1.02 15.1
2018 1.09 -5.63 2.6 2.64 -0.09 2.06 2.43 -0.04 -0.9 -2.07 2.49 -3.08 1.1
2019 5.93 2.32 3.4 0.96 -1.27 2.98 -0.49 2.95 2.91 -0.13 -1.9 -1.42 17.2
2020 3.94 -7.53 -14.75 6.57 3.85 -1.49 5.97 -1.62 -2.62 -0.63 6.5 3.06 -0
2021 -5.98 -0.47 2.7 9.81 -0.67 -1.34 2.05 4.23 -6.51 5.63 -1.87 2.03 7.7
2022 -3.33 -0.04 6.56 -3.24 2.82 -7.34 6.81 -0.48 -10.8 3.88 7.35 -7.86 -7.5
2023 -0.13 -4.58 3.97 2.66 -5.32 1.64 1.17 -5.9 -6.51 0.15 7.15 -1.13 -7.6
2024 -4.9 -0.8 4.49 -2.32 7.4