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MFS Core Equity R2 (MRERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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47.14+0.49 (+1.05%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.04%
5-Year Average Return12.12%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)33.76%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return33.76%
Worst 3-Yr Total Return6.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMRERXCategory
YTD4.90%14.84%
1-Month-4.86%1.65%
3-Month3.77%7.55%
1-Year19.80%40.47%
3-Year5.91%16.77%
5-Year11.68%16.15%
10-Year11.56%13.21%
Last Bull Market26.27%24.09%
Last Bear Market-14.11%-17.61%

Annual Total Return (%) History

Year
MRERXCategory
2024
N/AN/A
2023
22.57%N/A
2022
-17.37%N/A
2021
24.76%N/A
2020
18.28%15.83%
2019
32.44%28.78%
2018
-4.39%-6.27%
2017
24.18%20.44%
2016
10.80%10.37%
2015
-0.61%-1.07%
2014
10.79%10.96%
2013
33.76%31.50%
2012
16.33%14.96%
2011
-1.33%-1.27%
2010
16.78%14.01%
2009
32.52%28.17%
2008
-38.04%-37.79%
2007
8.17%6.16%
2006
12.94%14.17%
2005
5.62%5.88%
2004
13.53%10.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.26%N/AN/AN/A
20235.54%7.77%-3.82%12.05%
2022-5.97%-14.11%-4.53%7.16%
20215.76%8.29%0.55%8.34%
2020-19.08%20.35%8.22%12.22%
201914.47%5.40%1.30%8.36%
20180.03%3.77%6.66%-13.65%
20176.62%4.66%4.90%6.10%
20160.37%2.71%4.00%3.35%
20152.84%0.50%-8.65%5.26%
20141.36%4.14%0.39%4.54%
201310.93%3.36%6.20%9.86%
201212.62%-4.05%7.25%0.37%
20115.06%0.11%-15.36%10.83%
20105.41%-11.35%12.30%11.28%
2009-8.53%17.98%15.73%6.11%
2008-11.27%0.31%-10.16%-22.51%
20072.33%6.31%1.50%-2.04%
20063.08%-3.10%5.37%7.31%
2005-2.65%2.66%3.28%2.32%
20042.09%1.73%-1.95%11.49%

Rank In Category (By Total Return)

YTD66
1-Month81
3-Month62
1-Year64
3-Year70
5-Year61

Load Adjusted Returns

1-Year19.80%
3-Year5.91%
5-Year11.68%
10-Year11.56%