MFS Research 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 | 4.63 | -0.47 | -5.65 | 4.44 | 7.23 | 3.96 | 7.53 | -4.21 | 5.28 | -5.05 | 3.15 | -4.35 | 16.2 |
| 1998 | 2.21 | 7.99 | 4.97 | 0.77 | -1.81 | 3.56 | -2.41 | -17.42 | 5.54 | 5.86 | 7.46 | 3.19 | 18.5 |
| 1999 | 3.01 | -3.69 | 2.43 | 1.71 | -1.42 | 7.15 | -2.83 | -1.45 | -2.42 | 5.67 | 4.96 | 1.85 | 15.2 |
| 2000 | -4.71 | 6.16 | 7.78 | -4.16 | -3.09 | 4.99 | -1.26 | 9.72 | -5.28 | -3.12 | -11.28 | -11.28 | -16.8 |
| 2001 | 4.13 | -12.41 | -9.1 | 10.26 | -1.31 | -4.12 | -3.2 | -7.49 | -9.7 | 2.95 | 7.34 | 1.76 | -21.4 |
| 2002 | -3.15 | -1.46 | 4.95 | -5.61 | -1.72 | -8.14 | -8.55 | 0.34 | -9.25 | 6.5 | 4.44 | -4.52 | -24.5 |
| 2003 | -2.64 | -2.07 | 1.68 | 7.82 | 5.39 | 0.69 | 1.57 | 1.6 | -1.52 | 4.81 | 0.94 | 4.79 | 25 |
| 2004 | 3.49 | 2.34 | -2.12 | -1.84 | 0.72 | 2.63 | -4.33 | 0.28 | 2.07 | 3.23 | 4.82 | 4.27 | 16.2 |
| 2005 | -1.17 | 1.68 | -1.94 | -3.81 | 4.01 | 2.27 | 5.12 | -0.92 | 0.37 | -1.16 | 2.43 | 1.15 | 8 |
| 2006 | 2.68 | -0.88 | 1.74 | 1.53 | -5.18 | -0.09 | -0.41 | 1.78 | 3.5 | 2.91 | 2.74 | 0.24 | 10.7 |
| 2007 | 2.97 | -1.32 | 1.01 | 4.3 | 3.23 | -0.41 | -2.66 | 0.65 | 4.93 | 3.5 | -2.99 | -0.21 | 13.4 |
| 2008 | -6.64 | -2.2 | -1 | 5.88 | 2.19 | -7.35 | -1.54 | 1.48 | -8.83 | -17.91 | -7.09 | 1.17 | -36.3 |
| 2009 | -7.64 | -8.4 | 8.83 | 9.63 | 4.62 | 0.61 | 8.51 | 3.09 | 4.37 | -2.26 | 5.2 | 2.5 | 30.7 |
| 2010 | -3.34 | 2.85 | 6.09 | 1.32 | -8.25 | -5.85 | 7.39 | -4.92 | 9.59 | 3.81 | 0.84 | 7.11 | 15.8 |
| 2011 | 1.54 | 2.95 | 0.11 | 2.9 | -0.51 | -2.06 | -1.43 | -5.9 | -7.97 | 11.87 | -0.51 | -0.13 | -0.4 |
| 2012 | 4.64 | 4.89 | 3.13 | -0.42 | -6.56 | 3.61 | 1.72 | 2.67 | 2.84 | -1.74 | 1.11 | 0.91 | 17.5 |
| 2013 | 4.84 | 1.9 | 3.35 | 1.18 | 2.98 | -0.9 | 5.21 | -2.84 | 3.27 | 3.68 | 3.03 | 3 | 32.5 |
| 2014 | -3.21 | 5.06 | -0.5 | -0.42 | 2.36 | 2.08 | -1.6 | 3.9 | -1.59 | 1.89 | 2.65 | -0.17 | 10.6 |
| 2015 | -3.25 | 6.44 | -1 | 0.33 | 1.53 | -1.28 | 2.12 | -5.82 | -3.38 | 7.34 | 0.38 | -1.6 | 1 |
| 2016 | -4.67 | -0.94 | 6.32 | 0.78 | 2.25 | 0.39 | 3.58 | 0.5 | -0.08 | -2.21 | 2.08 | 1.07 | 9 |
| 2017 | 3 | 3.99 | 0.25 | 1.72 | 1.95 | 0.45 | 2.09 | 0.55 | 1.65 | 2.95 | 2.23 | 0.61 | 23.6 |
| 2018 | 5.65 | -3.09 | -1.85 | 0.23 | 2 | 0.97 | 3.51 | 3.06 | 0.52 | -7.43 | 2.29 | -9.11 | -4.3 |
| 2019 | 9.05 | 3.28 | 1.88 | 4.63 | -4.87 | 6.48 | 2.16 | -1.03 | 0.79 | 0.87 | 3.66 | -0.88 | 28.5 |
| 2020 | 1.08 | -7.74 | -12.4 | 12.16 | 5.18 | 1.23 | 5.08 | 6.56 | -8.18 | -2.87 | 10.03 | 3.52 | 11 |
| 2021 | -7.21 | 3.07 | 10.12 | 6.12 | 0.58 | 2.05 | 2.82 | 2.66 | -5.07 | 6.33 | -2.1 | -1.06 | 18.4 |
| 2022 | -5.54 | -3.18 | 2.25 | -7.88 | 1.08 | -7.41 | 8.64 | -3.94 | -8.38 | 7.48 | 5.31 | -11.5 | -22.8 |
| 2023 | 5.76 | -3.81 | 2.64 | 2.03 | 0.2 | 6 | 3.12 | -1.73 | -4.88 | -1.26 | 9.09 | -2.23 | 14.9 |
| 2024 | 1.3 | 5.59 | 3.08 | -2.58 | 8.7 |