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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.24%
5-year average return10.79%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)30.26%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.26%
Worst 3-yr total return6.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBMSYXCategory
YTD9.62%17.04%
1-month-1.24%-0.01%
3-month-2.25%5.47%
1-year19.29%50.44%
3-year7.08%13.15%
5-year11.26%13.75%
10-year0.00%11.35%
Last bull market33.87%25.95%
Last bear market-13.52%-22.55%

Annual total return (%) history

Year
BMSYXCategory
2024
N/AN/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/A14.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.14%-2.25%N/AN/A
20234.55%5.29%-3.81%13.14%
2022-4.99%-13.52%-3.31%8.74%
20218.93%7.58%0.06%8.17%
2020-26.95%21.60%5.64%17.86%
201915.49%5.30%0.75%6.31%
2018-0.75%2.20%4.13%-15.74%
20174.34%3.70%3.65%6.16%
20163.87%N/AN/AN/A

Rank in category (by total return)

YTD11
1-month56
3-month21
1-year11
3-year10
5-year15

Load adjusted returns

1-year19.29%
3-year7.08%
5-year11.26%
10-yearN/A