MFS Research Fund (MFRFX)
The investment seeks capital appreciation. The fund normally invests its assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.
Fund Info
US5529811029
552981102
Oct 13, 1971
$1,000
Large-Cap
Blend
Expense Ratio
MFRFX has an expense ratio of 0.78%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
MFS Research Fund (MFRFX) returned 0.10% year-to-date (YTD) and -0.33% over the past 12 months. Over the past 10 years, MFRFX returned 4.50% annually, underperforming the S&P 500 benchmark at 10.78%.
MFRFX
0.10%
9.90%
-10.72%
-0.33%
7.26%
4.50%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of MFRFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.64% | -2.42% | -6.11% | -0.93% | 6.42% | 0.10% | |||||||
| 2024 | 1.29% | 5.57% | 3.07% | -4.85% | 4.06% | 2.54% | 1.09% | 1.59% | 1.66% | -0.59% | 5.57% | -11.27% | 8.78% |
| 2023 | 5.73% | -3.82% | 2.62% | 2.00% | 0.16% | 6.00% | 3.10% | -1.75% | -4.90% | -1.28% | 9.07% | -1.72% | 15.21% |
| 2022 | -5.56% | -3.21% | 2.24% | -7.91% | 1.06% | -7.44% | 8.63% | -3.97% | -8.37% | 7.44% | 5.30% | -10.90% | -22.43% |
| 2021 | -2.05% | 3.03% | 4.28% | 6.11% | 0.54% | 2.02% | 2.80% | 2.66% | -5.11% | 6.32% | -2.12% | -0.72% | 18.52% |
| 2020 | 1.08% | -7.76% | -12.41% | 12.10% | 5.18% | 1.22% | 5.05% | 6.52% | -3.30% | -2.88% | 9.99% | -1.09% | 11.43% |
| 2019 | 9.01% | 3.26% | 1.88% | 4.61% | -4.89% | 6.46% | 2.13% | -1.05% | 0.77% | 0.88% | 3.63% | -0.04% | 29.25% |
| 2018 | 5.61% | -3.10% | -1.86% | 0.19% | 1.98% | 0.95% | 3.49% | 3.04% | 0.52% | -7.47% | 2.29% | -18.16% | -14.00% |
| 2017 | 2.96% | 3.98% | 0.23% | 1.71% | 1.93% | 0.44% | 2.05% | 0.54% | 1.64% | 2.91% | 2.22% | -6.57% | 14.52% |
| 2016 | -4.69% | -0.96% | 6.29% | 0.77% | 2.22% | 0.38% | 3.56% | 0.49% | -0.10% | -2.21% | 2.05% | -3.38% | 3.99% |
| 2015 | -3.29% | 6.43% | -1.02% | 0.31% | 1.51% | -1.31% | 2.12% | -5.85% | -3.40% | 7.31% | 0.36% | -7.27% | -5.04% |
| 2014 | -3.22% | 5.04% | -0.51% | -0.46% | 2.36% | 2.06% | -1.63% | 3.87% | -1.60% | 1.86% | 2.63% | 0.64% | 11.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MFRFX is 18, meaning it’s performing worse than 82% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Research Fund (MFRFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
MFS Research Fund provided a 10.03% dividend yield over the last twelve months, with an annual payout of $5.80 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.80 | $5.80 | $3.26 | $3.52 | $3.28 | $2.60 | $1.70 | $4.50 | $3.71 | $2.10 | $2.51 | $2.41 |
Dividend yield | 10.03% | 10.04% | 6.12% | 7.56% | 5.43% | 5.09% | 3.68% | 12.52% | 8.80% | 5.65% | 6.98% | 6.31% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Research Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.80 | $5.80 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.26 | $3.26 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.52 | $3.52 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.28 | $3.28 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.60 | $2.60 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.70 | $1.70 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.50 | $4.50 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.71 | $3.71 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.10 | $2.10 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.51 | $2.51 |
| 2014 | $2.41 | $2.41 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Research Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Research Fund was 54.85%, occurring on Oct 9, 2002. Recovery took 1198 trading sessions.
The current MFS Research Fund drawdown is 12.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.85% | Sep 5, 2000 | 523 | Oct 9, 2002 | 1198 | Jul 19, 2007 | 1721 |
| -51.68% | Nov 1, 2007 | 338 | Mar 9, 2009 | 488 | Feb 11, 2011 | 826 |
| -46.14% | Aug 26, 1987 | 44 | Oct 26, 1987 | 1544 | Sep 24, 1993 | 1588 |
| -33.52% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -29.72% | Jul 7, 1986 | 65 | Oct 3, 1986 | 220 | Aug 7, 1987 | 285 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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