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MFS Managed Wealth R2 (MNWSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.32-0.02 (-0.16%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.39%
5-Year Average Return2.45%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)8.24%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return8.24%
Worst 3-Yr Total Return0.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMNWSXCategory
YTD4.88%3.32%
1-Month1.66%-0.91%
3-Month1.83%-0.12%
1-Year8.53%1.15%
3-Year2.64%-0.31%
5-Year2.60%0.15%
10-Year0.00%0.11%
Last Bull Market5.78%1.54%
Last Bear Market-0.90%-2.16%

Annual Total Return (%) History

Year
MNWSXCategory
2024
N/AN/A
2023
4.88%N/A
2022
-2.64%N/A
2021
0.88%N/A
2020
2.61%-5.26%
2019
8.24%0.06%
2018
1.48%-0.26%
2017
6.24%3.40%
2016
-1.46%0.90%
2015
0.80%1.76%
2014
N/A2.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.02%N/AN/AN/A
20230.54%1.69%-0.17%2.76%
2022-3.39%-0.90%-1.00%2.71%
2021-1.58%1.16%0.53%0.79%
20201.35%2.13%0.35%-1.21%
20193.89%2.81%0.36%0.98%
20181.48%0.78%0.87%-1.63%
20172.29%3.06%0.20%0.57%
2016-0.50%0.30%0.30%-1.55%
20151.20%0.10%-2.08%1.62%
2014-0.70%1.01%N/AN/A

Rank In Category (By Total Return)

YTD57
1-Month22
3-Month44
1-Year64
3-Year69
5-Year66

Load Adjusted Returns

1-Year8.53%
3-Year2.64%
5-Year2.60%
10-YearN/A