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MFS Blended Research Mid Cap Eq R6 (BMSYX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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14.31
+0.02
(+0.14%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
9.24%
5-year average return
10.79%
Number of years up
5
Number of years down
2
Best 1-yr total return (2 Jul 2024)
30.26%
Worst 1-yr total return (2 Jul 2024)
N/A
Best 3-yr total return
30.26%
Worst 3-yr total return
6.61%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BMSYX
Category
YTD
9.62%
17.04%
1-month
-1.24%
-0.01%
3-month
-2.25%
5.47%
1-year
19.29%
50.44%
3-year
7.08%
13.15%
5-year
11.26%
13.75%
10-year
0.00%
11.35%
Last bull market
33.87%
25.95%
Last bear market
-13.52%
-22.55%
Annual total return (%) history
Year
BMSYX
Category
2024
N/A
N/A
2023
19.80%
N/A
2022
-13.61%
N/A
2021
26.84%
N/A
2020
10.59%
12.39%
2019
30.26%
26.21%
2018
-11.00%
-11.15%
2017
19.06%
15.93%
2016
N/A
14.14%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
12.14%
-2.25%
N/A
N/A
2023
4.55%
5.29%
-3.81%
13.14%
2022
-4.99%
-13.52%
-3.31%
8.74%
2021
8.93%
7.58%
0.06%
8.17%
2020
-26.95%
21.60%
5.64%
17.86%
2019
15.49%
5.30%
0.75%
6.31%
2018
-0.75%
2.20%
4.13%
-15.74%
2017
4.34%
3.70%
3.65%
6.16%
2016
3.87%
N/A
N/A
N/A
Rank in category (by total return)
YTD
11
1-month
56
3-month
21
1-year
11
3-year
10
5-year
15
Load adjusted returns
1-year
19.29%
3-year
7.08%
5-year
11.26%
10-year
N/A
Data disclaimer
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