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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
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
8.56%
5-Year Average Return
9.78%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (Jul 1, 2024)
28.82%
Worst 1 Yr Total Return (Jul 1, 2024)
N/A
Best 3-Yr Total Return
28.82%
Worst 3-Yr Total Return
5.46%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
BMSRX
Category
YTD
10.49%
17.04%
1-Month
3.77%
-0.01%
3-Month
4.75%
5.47%
1-Year
30.52%
50.44%
3-Year
6.81%
13.15%
5-Year
11.78%
13.75%
10-Year
0.00%
11.35%
Last Bull Market
33.36%
25.95%
Last Bear Market
-13.83%
-22.55%
Annual Total Return (%) History
Year
BMSRX
Category
2024
N/A
N/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/A
14.14%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
11.88%
-2.55%
N/A
N/A
2023
4.23%
5.10%
-4.11%
12.75%
2022
-5.19%
-13.83%
-3.45%
8.36%
2021
8.68%
7.22%
-0.13%
7.80%
2020
-27.12%
21.15%
5.42%
17.50%
2019
15.22%
4.96%
0.42%
6.07%
2018
-1.01%
1.95%
3.74%
-15.95%
2017
4.05%
3.52%
3.40%
5.84%
2016
3.60%
N/A
N/A
N/A
Rank In Category (By Total Return)
YTD
10
1-Month
40
3-Month
10
1-Year
10
3-Year
13
5-Year
36
Load Adjusted Returns
1-Year
30.52%
3-Year
6.81%
5-Year
11.78%
10-Year
N/A
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