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MFS Blended Research Growth Eq R6 (BRWVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.03-0.17 (-0.70%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return23.42%
5-Year Average Return18.05%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)41.14%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return41.14%
Worst 3-Yr Total Return5.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRWVXCategory
YTD16.18%12.38%
1-Month6.70%5.09%
3-Month5.31%10.28%
1-Year38.63%41.70%
3-Year10.76%22.56%
5-Year18.25%21.98%
10-Year0.00%15.99%
Last Bull Market31.80%25.99%
Last Bear Market-19.38%-17.29%

Annual Total Return (%) History

Year
BRWVXCategory
2024
N/AN/A
2023
41.14%N/A
2022
-29.69%N/A
2021
29.09%N/A
2020
30.94%35.86%
2019
32.48%31.90%
2018
-4.84%-2.09%
2017
27.17%27.67%
2016
6.54%3.23%
2015
N/A3.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.82%N/AN/AN/A
202312.81%13.27%-2.82%13.65%
2022-9.64%-19.38%-3.80%0.33%
20213.52%12.03%0.70%10.53%
2020-13.64%25.54%10.93%8.88%
201914.75%4.24%0.49%10.21%
20181.18%4.10%9.21%-17.27%
20177.71%4.05%5.55%7.51%
20160.20%-0.29%4.93%1.63%
20155.56%N/AN/AN/A

Rank In Category (By Total Return)

YTD18
1-Month14
3-Month6
1-Year10
3-Year11
5-Year17

Load Adjusted Returns

1-Year38.63%
3-Year10.76%
5-Year18.25%
10-YearN/A