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MFS Blended Research Growth Eq B (BRWBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.12+0.16 (+0.70%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return25.11%
5-Year Average Return16.72%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)39.64%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return39.64%
Worst 3-Yr Total Return4.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRWBXCategory
YTD22.78%12.38%
1-Month6.18%5.09%
3-Month8.20%10.28%
1-Year34.88%41.70%
3-Year9.71%22.56%
5-Year16.80%21.98%
10-Year0.00%15.99%
Last Bull Market31.13%25.99%
Last Bear Market-19.60%-17.29%

Annual Total Return (%) History

Year
BRWBXCategory
2024
N/AN/A
2023
39.64%N/A
2022
-30.43%N/A
2021
27.73%N/A
2020
29.38%35.86%
2019
31.07%31.90%
2018
-5.81%-2.09%
2017
25.68%27.67%
2016
5.62%3.23%
2015
N/A3.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.47%8.20%N/AN/A
202312.54%12.95%-3.09%13.36%
2022-9.86%-19.60%-4.04%0.04%
20213.27%11.71%0.43%10.24%
2020-13.93%25.18%10.62%8.56%
201914.36%3.94%0.21%10.03%
20180.97%3.78%8.93%-17.49%
20177.38%3.74%5.36%7.08%
20160.10%-0.59%4.66%1.42%
20155.15%N/AN/AN/A

Rank In Category (By Total Return)

YTD21
1-Month36
3-Month18
1-Year25
3-Year23
5-Year31

Load Adjusted Returns

1-Year30.88%
3-Year8.88%
5-Year16.58%
10-YearN/A