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MFS Blended Research Small Cap Eq R4 (BRSUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.95-0.17 (-1.12%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.84%
5-Year Average Return5.91%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)29.04%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return29.04%
Worst 3-Yr Total Return2.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRSUXCategory
YTD0.66%20.19%
1-Month3.51%0.02%
3-Month-0.65%4.36%
1-Year21.76%60.18%
3-Year1.09%11.32%
5-Year7.83%13.88%
10-Year0.00%11.19%
Last Bull Market26.41%27.98%
Last Bear Market-16.51%-24.08%

Annual Total Return (%) History

Year
BRSUXCategory
2024
N/AN/A
2023
18.82%N/A
2022
-18.38%N/A
2021
29.04%N/A
2020
2.05%10.99%
2019
26.28%23.75%
2018
-5.49%-12.72%
2017
13.85%12.28%
2016
20.27%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.68%N/AN/AN/A
20231.70%5.56%-2.88%13.96%
2022-4.37%-16.51%-4.56%7.11%
202116.00%6.00%-0.11%5.06%
2020-33.57%21.89%1.99%23.57%
201916.83%1.41%-4.32%11.41%
2018-0.08%8.20%7.29%-18.53%
20172.04%2.50%5.53%3.15%
20161.32%3.71%6.48%7.49%
20153.48%N/AN/AN/A

Rank In Category (By Total Return)

YTD91
1-Month88
3-Month95
1-Year48
3-Year54
5-Year85

Load Adjusted Returns

1-Year21.76%
3-Year1.09%
5-Year7.83%
10-YearN/A