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MURRX: MFS UTILITIES FUND R2 (MUTUAL FUND)
Basic Info 26.08 0.21(0.81%) June 05
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 11/03/2003 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 3.81% |
| Expenses | 1.00% |
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Performance Analytics (As of 05/29/2026)
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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.9 | 15.6 | 10.6 | 5.3 | 6.9 | 6.9 | 7.6 | 9.4 | 14.6 | 11.1 | -2.5 | -6.2 | 8.8 | 1.5 | 24.6 | 0.5 | 14.4 | 11.1 | -15.0 | 12.3 | 19.8 | 13.0 | 6.3 | 13.0 | 32.6 | -37.6 | 27.0 | 30.9 | 16.3 | 29.0 | 8.6 |
| Sharpe Ratio | NA | 0.75 | 0.87 | 0.5 | 0.16 | 0.31 | NA | NA | 0.46 | 0.75 | 0.52 | -0.4 | -0.36 | 0.69 | 0.04 | 2.95 | -0.08 | 2.04 | 0.68 | -0.97 | 1.17 | 1.96 | 1.3 | 0.32 | 0.75 | 1.34 | -0.92 | 1.54 | 2.63 | 1.32 | 2.99 | 8.84 |
| Draw Down(%) | NA | 7.3 | 7.3 | 17.8 | 26.8 | 35.8 | NA | NA | 50.3 | 9.0 | 10.3 | 18.5 | 19.0 | 8.8 | 35.8 | 3.5 | 7.9 | 2.6 | 10.1 | 24.0 | 9.1 | 8.0 | 8.1 | 15.7 | 11.7 | 22.8 | 49.0 | 10.7 | 6.4 | 9.8 | 7.7 | 1.4 |
| Standard Deviation(%) | NA | 16.6 | 14.0 | 15.4 | 16.3 | 17.0 | NA | NA | 17.8 | 15.6 | 14.4 | 15.4 | 20.9 | 12.8 | 33.9 | 7.8 | 10.6 | 6.8 | 15.8 | 15.4 | 10.5 | 10.1 | 10.0 | 19.8 | 17.2 | 24.2 | 41.9 | 15.6 | 10.5 | 10.6 | 9.4 | 7.6 |
| Treynor Ratio | NA | 0.13 | 0.13 | 0.08 | 0.03 | 0.07 | NA | NA | 0.09 | 0.12 | 0.08 | -0.07 | -0.08 | 0.12 | 0.02 | 0.4 | -0.02 | 0.3 | 0.16 | -0.22 | 0.2 | 0.28 | 0.18 | 0.06 | 0.12 | 0.32 | -0.36 | 0.3 | 0.35 | 0.21 | 0.42 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.03 | 0.01 | -0.03 | -0.01 | 0.01 | 0.03 | -0.01 | 0.03 | 0.0 | -0.05 | -0.01 | 0.03 | 0.04 | -0.05 | 0.02 | 0.07 | -0.04 | 0.04 | 0.04 | 0.02 | 0.05 | NA |
| Beta | NA | 1.0 | 0.97 | 0.93 | 0.89 | 0.8 | NA | NA | 0.86 | 0.96 | 0.91 | 0.84 | 0.9 | 0.74 | 0.81 | 0.58 | 0.54 | 0.46 | 0.69 | 0.69 | 0.61 | 0.71 | 0.73 | 1.04 | 1.04 | 1.01 | 1.06 | 0.79 | 0.79 | 0.68 | 0.67 | NA |
| 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 | 0.8 | 0.67 | 0.82 | 0.6 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 3.7 | 5.2 | 1.5 | 1.1 | 1.5 | 7.8 | 3.9 | 2.7 | 3.8 | 6.9 | 9.2 | 7.5 | 3.0 | 3.1 | 2.8 | 3.8 | 2.4 | 8.4 | 1.9 | 1.1 | 0.9 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 27.8 | -33.2 | 217.3 | 42.0 | -25.3 | -77.1 | 91.6 | 60.8 | -21.9 | -57.7 | -21.7 | 33.1 | 175.5 | 1.2 | 18.6 | -7.1 | 2.4 | -66.8 | 462.0 | 98.4 | 58.4 | 266.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2003
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See Utilities Asset Class Trend Rankings |
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- DBU (WISDOMTREE GLOBAL EX-U.S. UTILITIES FUND N/A) (25%)
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Best Closed End Funds
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