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MFS Series Trust IV - MFS Blended Research Global Equity Fund (BRLBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.830.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.80%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (3 Feb 2019)24.28%
Worst 1-yr total return (3 Feb 2019)-11.69%
Best 3-yr total return24.28%
Worst 3-yr total return4.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRLBXCategory
YTD-10.75%4.69%
1-month2.62%2.16%
3-month17.60%4.69%
1-year-2.63%57.22%
3-year2.72%11.58%
5-year0.00%12.57%
10-year0.00%9.03%
Last bull market0.00%18.98%
Last bear market0.00%-19.69%

Annual total return (%) history

Year
BRLBXCategory
2020
N/A17.67%
2019
24.28%25.68%
2018
-11.69%-9.64%
2017
23.62%23.61%
2016
6.01%5.54%
2015
N/A-1.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-24.10%17.60%N/AN/A
201910.20%3.38%-0.09%9.19%
2018-0.71%-1.50%4.81%-13.85%
20176.91%4.51%5.93%4.45%
2016-1.09%-0.30%5.75%1.67%
20154.18%N/AN/AN/A

Rank in category (by total return)

YTD73
1-month55
3-month61
1-year65
3-year70
5-yearN/A

Load adjusted returns

1-year-6.40%
3-year1.83%
5-yearN/A
10-yearN/A