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MFS Blended Research Mid Cap Eq R1 (BMSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.08+0.01 (+0.07%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.56%
5-Year Average Return9.78%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jul 1, 2024)28.82%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return28.82%
Worst 3-Yr Total Return5.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBMSRXCategory
YTD10.49%17.04%
1-Month3.77%-0.01%
3-Month4.75%5.47%
1-Year30.52%50.44%
3-Year6.81%13.15%
5-Year11.78%13.75%
10-Year0.00%11.35%
Last Bull Market33.36%25.95%
Last Bear Market-13.83%-22.55%

Annual Total Return (%) History

Year
BMSRXCategory
2024
N/AN/A
2023
18.44%N/A
2022
-14.52%N/A
2021
25.45%N/A
2020
9.36%12.39%
2019
28.82%26.21%
2018
-12.00%-11.15%
2017
17.88%15.93%
2016
N/A14.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.88%-2.55%N/AN/A
20234.23%5.10%-4.11%12.75%
2022-5.19%-13.83%-3.45%8.36%
20218.68%7.22%-0.13%7.80%
2020-27.12%21.15%5.42%17.50%
201915.22%4.96%0.42%6.07%
2018-1.01%1.95%3.74%-15.95%
20174.05%3.52%3.40%5.84%
20163.60%N/AN/AN/A

Rank In Category (By Total Return)

YTD10
1-Month40
3-Month10
1-Year10
3-Year13
5-Year36

Load Adjusted Returns

1-Year30.52%
3-Year6.81%
5-Year11.78%
10-YearN/A