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MFS Blended Research Em Mkts Eq I (BRKIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.06+0.09 (+0.64%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.57%
5-Year Average Return4.02%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)39.18%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return39.18%
Worst 3-Yr Total Return-2.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRKIXCategory
YTD12.76%8.73%
1-Month3.71%1.20%
3-Month7.80%5.47%
1-Year15.28%41.79%
3-Year-2.42%11.48%
5-Year3.93%12.18%
10-Year0.00%4.39%
Last Bull Market14.78%17.73%
Last Bear Market-11.34%-25.55%

Annual Total Return (%) History

Year
BRKIXCategory
2024
N/AN/A
2023
9.82%N/A
2022
-19.03%N/A
2021
3.70%N/A
2020
9.99%17.90%
2019
18.93%19.25%
2018
-16.44%-16.07%
2017
39.18%34.17%
2016
14.69%8.47%
2015
N/A-13.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.60%7.80%N/AN/A
20236.04%1.30%-3.21%5.63%
2022-6.71%-11.34%-11.39%10.48%
20215.75%5.83%-7.44%0.11%
2020-25.42%15.62%8.75%17.29%
201910.52%1.47%-5.26%11.94%
20182.85%-8.64%-0.58%-10.56%
201712.83%6.24%8.74%6.77%
20166.13%1.92%8.88%-2.62%
20150.11%N/AN/AN/A

Rank In Category (By Total Return)

YTD6
1-Month27
3-Month4
1-Year29
3-Year34
5-Year46

Load Adjusted Returns

1-Year15.28%
3-Year-2.42%
5-Year3.93%
10-YearN/A