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MFS Blended Research Small Cap Eq R1 (BRSPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.33-0.06 (-0.42%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.28%
5-Year Average Return6.09%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 4, 2024)27.81%
Worst 1 Yr Total Return (Jun 4, 2024)N/A
Best 3-Yr Total Return27.81%
Worst 3-Yr Total Return1.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRSPXCategory
YTD0.28%20.19%
1-Month3.43%0.02%
3-Month-0.89%4.36%
1-Year20.58%60.18%
3-Year0.09%11.32%
5-Year6.76%13.88%
10-Year0.00%11.19%
Last Bull Market25.89%27.98%
Last Bear Market-16.75%-24.08%

Annual Total Return (%) History

Year
BRSPXCategory
2024
N/AN/A
2023
17.60%N/A
2022
-19.19%N/A
2021
27.81%N/A
2020
1.00%10.99%
2019
25.06%23.75%
2018
-6.42%-12.72%
2017
12.67%12.28%
2016
19.12%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.46%N/AN/AN/A
20231.39%5.39%-3.13%13.62%
2022-4.61%-16.75%-4.69%6.78%
202115.72%5.75%-0.41%4.86%
2020-33.69%21.47%1.78%23.21%
201916.52%1.21%-4.57%11.12%
2018-0.31%7.93%6.99%-18.70%
20171.71%2.27%5.27%2.89%
20161.12%3.42%6.22%7.24%
20153.17%N/AN/AN/A

Rank In Category (By Total Return)

YTD93
1-Month89
3-Month97
1-Year56
3-Year70
5-Year92

Load Adjusted Returns

1-Year20.58%
3-Year0.09%
5-Year6.76%
10-YearN/A