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MFS Blended Research Mid Cap Eq I (BMSLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.27+0.02 (+0.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.03%
5-Year Average Return10.87%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jul 1, 2024)30.22%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return30.22%
Worst 3-Yr Total Return6.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBMSLXCategory
YTD10.94%17.04%
1-Month3.87%-0.01%
3-Month5.07%5.47%
1-Year31.91%50.44%
3-Year7.90%13.15%
5-Year12.90%13.75%
10-Year0.00%11.35%
Last Bull Market33.87%25.95%
Last Bear Market-13.62%-22.55%

Annual Total Return (%) History

Year
BMSLXCategory
2024
N/AN/A
2023
19.75%N/A
2022
-13.72%N/A
2021
26.74%N/A
2020
10.42%12.39%
2019
30.22%26.21%
2018
-11.13%-11.15%
2017
19.05%15.93%
2016
N/A14.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.09%-2.25%N/AN/A
20234.57%5.31%-3.90%13.17%
2022-4.93%-13.62%-3.23%8.57%
20218.95%7.52%0.13%8.05%
2020-26.97%21.51%5.65%17.78%
201915.51%5.30%0.67%6.34%
2018-0.75%2.20%4.05%-15.79%
20174.34%3.70%3.74%6.06%
20163.86%N/AN/AN/A

Rank In Category (By Total Return)

YTD8
1-Month39
3-Month9
1-Year9
3-Year8
5-Year17

Load Adjusted Returns

1-Year31.91%
3-Year7.90%
5-Year12.90%
10-YearN/A