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MFS Blended Research Growth Eq R2 (BRWSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.14+0.17 (+0.71%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return25.47%
5-Year Average Return17.32%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)40.36%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return40.36%
Worst 3-Yr Total Return5.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRWSXCategory
YTD23.08%12.38%
1-Month6.19%5.09%
3-Month8.28%10.28%
1-Year35.57%41.70%
3-Year10.24%22.56%
5-Year17.37%21.98%
10-Year0.00%15.99%
Last Bull Market31.44%25.99%
Last Bear Market-19.50%-17.29%

Annual Total Return (%) History

Year
BRWSXCategory
2024
N/AN/A
2023
40.36%N/A
2022
-30.11%N/A
2021
28.36%N/A
2020
30.10%35.86%
2019
31.68%31.90%
2018
-5.31%-2.09%
2017
26.30%27.67%
2016
6.01%3.23%
2015
N/A3.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.67%8.28%N/AN/A
202312.65%13.11%-2.91%13.46%
2022-9.75%-19.50%-3.97%0.18%
20213.42%11.85%0.56%10.35%
2020-13.84%25.44%10.72%8.72%
201914.49%4.10%0.35%10.10%
20181.11%3.89%9.12%-17.40%
20177.53%3.89%5.41%7.26%
20160.10%-0.39%4.74%1.51%
20155.40%N/AN/AN/A

Rank In Category (By Total Return)

YTD19
1-Month36
3-Month18
1-Year21
3-Year17
5-Year24

Load Adjusted Returns

1-Year35.57%
3-Year10.24%
5-Year17.37%
10-YearN/A