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MFS Blended Research Value Equity R6 (BRUNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.30+0.01 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.74%
5-year average return10.50%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)26.43%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.43%
Worst 3-yr total return4.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRUNXCategory
YTD8.67%4.44%
1-month-0.91%-4.04%
3-month-1.87%4.09%
1-year18.40%14.37%
3-year8.29%6.04%
5-year10.81%9.20%
10-year0.00%8.57%
Last bull market26.41%22.97%
Last bear market-9.80%-11.27%

Annual total return (%) history

Year
BRUNXCategory
2024
N/AN/A
2023
14.65%11.63%
2022
-4.10%-5.90%
2021
26.43%26.22%
2020
1.75%2.91%
2019
23.38%25.04%
2018
-8.26%-8.53%
2017
16.74%15.94%
2016
14.25%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.74%-1.87%N/AN/A
20230.52%4.70%-2.17%11.37%
2022-0.72%-9.80%-4.60%12.25%
202112.04%6.18%-1.16%7.53%
2020-27.29%14.61%5.24%16.02%
201911.41%1.89%1.47%7.11%
2018-1.84%0.31%6.00%-12.10%
20173.63%1.42%4.85%5.94%
20160.78%2.63%3.22%7.01%
20154.98%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month65
3-month57
1-year23
3-year20
5-year32

Load adjusted returns

1-year18.40%
3-year8.29%
5-year10.81%
10-yearN/A