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MFS Blended Research Core Equity C (MUECX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.22+0.17 (+0.50%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.58%
5-Year Average Return14.87%
Number of Years Up18
Number of Years Down8
Best 1 Yr Total Return (Jun 30, 2024)34.66%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return34.66%
Worst 3-Yr Total Return5.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMUECXCategory
YTD13.74%5.31%
1-Month5.44%-4.19%
3-Month5.07%3.90%
1-Year32.81%20.31%
3-Year10.34%6.48%
5-Year15.74%11.78%
10-Year10.85%10.96%
Last Bull Market28.92%25.56%
Last Bear Market-14.31%-15.11%

Annual Total Return (%) History

Year
MUECXCategory
2024
N/AN/A
2023
27.02%22.32%
2022
-16.89%-16.96%
2021
28.07%26.07%
2020
14.24%15.83%
2019
27.52%28.78%
2018
-8.74%-6.27%
2017
19.40%20.44%
2016
7.33%10.37%
2015
-0.10%-1.07%
2014
10.98%10.96%
2013
34.66%31.50%
2012
14.12%14.96%
2011
0.97%-1.27%
2010
15.30%14.01%
2009
24.13%28.17%
2008
-37.00%-37.79%
2007
7.57%6.16%
2006
19.28%14.17%
2005
4.92%5.88%
2004
12.38%10.02%
2003
24.58%27.05%
2002
-21.61%-22.25%
2001
-11.65%-13.50%
2000
-16.26%-6.31%
1999
-3.84%20.16%
1998
20.37%22.39%
1997
N/A28.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.91%N/AN/AN/A
20236.33%9.98%-2.72%11.66%
2022-4.66%-14.31%-4.58%6.61%
20218.30%7.77%-0.31%10.07%
2020-20.22%19.46%7.49%11.52%
201912.15%2.53%1.42%9.35%
2018-2.02%2.38%7.57%-15.42%
20175.68%2.27%3.78%6.45%
20160.29%0.71%3.62%2.56%
20151.43%0.73%-7.89%6.16%
20141.23%3.73%1.54%4.08%
201310.20%2.61%5.67%12.70%
201212.46%-3.89%6.93%-1.26%
20116.14%1.34%-15.53%11.13%
20106.98%-11.67%10.03%10.91%
2009-11.04%14.99%14.56%5.92%
2008-10.70%-0.98%-9.43%-21.33%
20071.64%6.67%2.46%-3.17%
20064.48%0.16%6.46%7.07%
2005-0.85%0.26%3.43%2.05%
20040.19%3.06%-1.76%10.79%
2003-3.58%13.99%0.98%12.26%
2002-0.28%-11.73%-15.52%5.41%
2001-9.83%6.69%-15.38%8.53%
2000-8.44%-3.17%-0.39%-5.17%
1999-3.49%6.87%-10.14%3.75%
199811.08%1.60%-5.78%13.20%
19975.99%N/AN/AN/A

Rank In Category (By Total Return)

YTD9
1-Month11
3-Month10
1-Year7
3-Year9
5-Year22

Load Adjusted Returns

1-Year31.81%
3-Year10.34%
5-Year15.74%
10-Year10.85%