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MFS Blended Research Small Cap Eq R2 (BRSSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.05+0.15 (+1.01%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.47%
5-Year Average Return4.98%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)28.51%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return28.51%
Worst 3-Yr Total Return1.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRSSXCategory
YTD-2.87%20.19%
1-Month-6.25%0.02%
3-Month-1.02%4.36%
1-Year14.69%60.18%
3-Year-0.24%11.32%
5-Year4.90%13.88%
10-Year0.00%11.19%
Last Bull Market26.10%27.98%
Last Bear Market-16.65%-24.08%

Annual Total Return (%) History

Year
BRSSXCategory
2024
N/AN/A
2023
18.17%N/A
2022
-18.82%N/A
2021
28.51%N/A
2020
1.54%10.99%
2019
25.63%23.75%
2018
-5.94%-12.72%
2017
13.20%12.28%
2016
19.73%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.61%N/AN/AN/A
20231.57%5.42%-3.01%13.78%
2022-4.54%-16.65%-4.63%6.97%
202115.89%5.87%-0.23%4.98%
2020-33.59%21.59%1.91%23.39%
201916.70%1.27%-4.42%11.22%
2018-0.16%8.07%7.11%-18.62%
20171.87%2.34%5.39%3.02%
20161.22%3.61%6.30%7.40%
20153.32%N/AN/AN/A

Rank In Category (By Total Return)

YTD81
1-Month61
3-Month96
1-Year41
3-Year57
5-Year88

Load Adjusted Returns

1-Year14.69%
3-Year-0.24%
5-Year4.90%
10-YearN/A