Canada markets open in 1 hour 38 minutes

MFS Blended Research Small Cap Eq C (BRSHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
14.11+0.08 (+0.57%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.15%
5-Year Average Return5.21%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)27.83%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return27.83%
Worst 3-Yr Total Return1.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRSHXCategory
YTD0.28%20.19%
1-Month3.43%0.02%
3-Month-0.82%4.36%
1-Year20.60%60.18%
3-Year0.09%11.32%
5-Year6.76%13.88%
10-Year0.00%11.19%
Last Bull Market25.82%27.98%
Last Bear Market-16.71%-24.08%

Annual Total Return (%) History

Year
BRSHXCategory
2024
N/AN/A
2023
17.62%N/A
2022
-19.21%N/A
2021
27.83%N/A
2020
1.00%10.99%
2019
24.95%23.75%
2018
-6.30%-12.72%
2017
12.68%12.28%
2016
19.02%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.40%N/AN/AN/A
20231.39%5.39%-3.13%13.63%
2022-4.68%-16.71%-4.70%6.78%
202115.73%5.76%-0.41%4.87%
2020-33.72%21.49%1.78%23.23%
201916.43%1.14%-4.50%11.11%
2018-0.24%7.93%6.99%-18.67%
20171.80%2.19%5.27%2.89%
20161.02%3.52%6.22%7.15%
20153.22%N/AN/AN/A

Rank In Category (By Total Return)

YTD93
1-Month89
3-Month96
1-Year56
3-Year69
5-Year92

Load Adjusted Returns

1-Year19.60%
3-Year0.09%
5-Year6.76%
10-YearN/A