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MFS Blended Research Small Cap Eq I (BRSJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.31+0.18 (+1.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.66%
5-Year Average Return7.81%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 30, 2024)29.02%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return29.02%
Worst 3-Yr Total Return2.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRSJXCategory
YTD-2.70%20.19%
1-Month-6.15%0.02%
3-Month-0.87%4.36%
1-Year15.26%60.18%
3-Year0.28%11.32%
5-Year5.43%13.88%
10-Year0.00%11.19%
Last Bull Market26.33%27.98%
Last Bear Market-16.53%-24.08%

Annual Total Return (%) History

Year
BRSJXCategory
2024
N/AN/A
2023
18.82%N/A
2022
-18.41%N/A
2021
29.02%N/A
2020
2.07%10.99%
2019
26.23%23.75%
2018
-5.38%-12.72%
2017
13.80%12.28%
2016
20.28%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.68%N/AN/AN/A
20231.71%5.56%-2.89%13.96%
2022-4.38%-16.53%-4.49%7.03%
202115.94%6.07%-0.17%5.09%
2020-33.52%21.79%1.99%23.61%
201916.74%1.41%-4.32%11.44%
20180.00%8.20%7.29%-18.49%
20172.04%2.50%5.53%3.10%
20161.32%3.81%6.38%7.50%
20153.48%N/AN/AN/A

Rank In Category (By Total Return)

YTD78
1-Month54
3-Month95
1-Year36
3-Year47
5-Year83

Load Adjusted Returns

1-Year15.26%
3-Year0.28%
5-Year5.43%
10-YearN/A