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MFS Blended Research Core Equity R6 (MUEVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.11+0.38 (+0.98%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.53%
5-year average return16.96%
Number of years up9
Number of years down2
Best 1-yr total return (3 Oct 2024)36.10%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return36.10%
Worst 3-yr total return6.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMUEVXCategory
YTD22.40%5.31%
1-month1.38%-4.19%
3-month3.74%3.90%
1-year37.05%20.31%
3-year13.41%6.48%
5-year16.72%11.78%
10-year12.51%10.96%
Last bull market29.49%25.56%
Last bear market-14.07%-15.11%

Annual total return (%) history

Year
MUEVXCategory
2024
N/AN/A
2023
28.43%22.32%
2022
-15.95%-16.96%
2021
29.49%26.07%
2020
15.48%15.83%
2019
28.96%28.78%
2018
-7.75%-6.27%
2017
20.82%20.44%
2016
8.51%10.37%
2015
0.99%-1.07%
2014
12.29%10.96%
2013
36.10%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.19%4.23%3.74%N/A
20236.61%10.26%-2.43%11.97%
2022-4.39%-14.07%-4.32%6.93%
20218.60%8.07%-0.06%10.39%
2020-20.01%19.80%7.80%11.78%
201912.46%2.83%1.70%9.65%
2018-1.80%2.67%7.91%-15.21%
20176.03%2.53%4.08%6.77%
20160.54%1.03%3.93%2.79%
20151.67%0.99%-7.60%6.46%
20141.51%4.03%1.83%4.43%
201310.50%2.90%5.97%12.94%
20127.11%-0.96%N/AN/A

Rank in category (by total return)

YTD19
1-month79
3-month90
1-year16
3-year6
5-year9

Load adjusted returns

1-year37.05%
3-year13.41%
5-year16.72%
10-year12.51%