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MMUJX: MFS UTILITIES FUND R4 (MUTUAL FUND)
Basic Info 26.23 0.21(0.81%) June 05
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 4.20% |
| Expenses | 1.00% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.1 | 16.1 | 11.1 | 5.8 | 7.4 | 7.4 | 8.1 | 8.7 | 15.1 | 11.6 | -2.0 | -5.6 | 9.4 | 2.1 | 25.2 | 1.0 | 15.0 | 11.6 | -14.5 | 12.9 | 20.5 | 13.6 | 6.8 | 13.6 | 33.2 | -37.3 | 27.7 | 31.7 | 12.7 |
| Sharpe Ratio | NA | 0.78 | 0.91 | 0.53 | 0.19 | 0.34 | NA | NA | 0.41 | 0.79 | 0.56 | -0.37 | -0.34 | 0.73 | 0.05 | 3.02 | -0.03 | 2.14 | 0.72 | -0.95 | 1.22 | 2.03 | 1.35 | 0.34 | 0.78 | 1.36 | -0.91 | 1.58 | 2.71 | 1.35 |
| Draw Down(%) | NA | 7.3 | 7.3 | 17.7 | 26.3 | 35.8 | NA | NA | 50.1 | 8.9 | 10.2 | 18.3 | 18.9 | 8.8 | 35.8 | 3.5 | 7.9 | 2.5 | 10.0 | 23.8 | 8.9 | 8.0 | 8.0 | 15.7 | 11.7 | 22.8 | 48.9 | 10.7 | 6.3 | 9.8 |
| Standard Deviation(%) | NA | 16.6 | 14.0 | 15.4 | 16.3 | 17.0 | NA | NA | 18.3 | 15.6 | 14.4 | 15.4 | 20.9 | 12.8 | 33.9 | 7.9 | 10.6 | 6.8 | 15.9 | 15.4 | 10.5 | 10.1 | 10.1 | 19.8 | 17.2 | 24.3 | 41.9 | 15.6 | 10.5 | 11.2 |
| Treynor Ratio | NA | 0.13 | 0.13 | 0.09 | 0.04 | 0.07 | NA | NA | 0.09 | 0.13 | 0.09 | -0.07 | -0.08 | 0.13 | 0.02 | 0.4 | -0.01 | 0.31 | 0.16 | -0.21 | 0.21 | 0.29 | 0.19 | 0.07 | 0.13 | 0.33 | -0.36 | 0.31 | 0.36 | 0.21 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.03 | 0.02 | -0.03 | -0.01 | 0.01 | 0.03 | -0.01 | 0.03 | 0.0 | -0.05 | -0.01 | 0.03 | 0.05 | -0.04 | 0.02 | 0.07 | -0.04 | 0.05 | 0.05 | 0.04 |
| Beta | NA | 1.0 | 0.97 | 0.93 | 0.89 | 0.8 | NA | NA | 0.87 | 0.96 | 0.91 | 0.84 | 0.9 | 0.74 | 0.81 | 0.59 | 0.54 | 0.46 | 0.69 | 0.68 | 0.61 | 0.71 | 0.73 | 1.04 | 1.04 | 1.01 | 1.05 | 0.8 | 0.79 | 0.71 |
| RSquared | NA | 0.96 | 0.95 | 0.94 | 0.89 | 0.83 | NA | NA | 0.79 | 0.95 | 0.93 | 0.94 | 0.85 | 0.73 | 0.88 | 0.72 | 0.57 | 0.42 | 0.45 | 0.57 | 0.58 | 0.76 | 0.49 | 0.84 | 0.84 | 0.78 | 0.88 | 0.81 | 0.66 | 0.82 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.9 | 4.2 | 5.6 | 2.0 | 1.7 | 2.0 | 8.3 | 4.4 | 3.3 | 4.3 | 7.3 | 9.7 | 8.0 | 3.6 | 3.6 | 3.3 | 4.3 | 2.8 | 9.0 | 2.5 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 24.6 | -29.8 | 161.0 | 29.2 | -17.1 | -71.8 | 82.2 | 50.4 | -18.0 | -54.6 | -21.0 | 31.2 | 151.5 | 2.2 | 19.3 | -5.2 | -1.3 | -63.6 | 356.7 | 1578.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2005
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Best Closed End Funds
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