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

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.920.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return9.78%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (3 Feb 2019)25.16%
Worst 1-yr total return (3 Feb 2019)-10.93%
Best 3-yr total return25.16%
Worst 3-yr total return5.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRLTXCategory
YTD-10.48%4.69%
1-month2.61%2.16%
3-month17.74%4.69%
1-year-1.96%57.22%
3-year3.48%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
BRLTXCategory
2020
N/A17.67%
2019
25.16%25.68%
2018
-10.93%-9.64%
2017
24.57%23.61%
2016
6.76%5.54%
2015
N/A-1.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-23.96%17.74%N/AN/A
201910.27%3.64%0.09%9.42%
2018-0.47%-1.34%5.02%-13.64%
20177.10%4.77%6.07%4.67%
2016-0.99%0.00%5.92%1.80%
20154.41%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month55
3-month60
1-year60
3-year61
5-yearN/A

Load adjusted returns

1-year-1.96%
3-year3.48%
5-yearN/A
10-yearN/A