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MFS Blended Research Core Equity R1 (MUERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.75+0.11 (+0.32%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.63%
5-Year Average Return14.77%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)34.66%
Worst 1 Yr Total Return (Jul 2, 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.
ReturnMUERXCategory
YTD17.36%5.31%
1-Month3.19%-4.19%
3-Month3.97%3.90%
1-Year27.49%20.31%
3-Year10.79%6.48%
5-Year14.94%11.78%
10-Year11.04%10.96%
Last Bull Market28.88%25.56%
Last Bear Market-14.31%-15.11%

Annual Total Return (%) History

Year
MUERXCategory
2024
N/AN/A
2023
27.02%22.32%
2022
-16.89%-16.96%
2021
28.09%26.07%
2020
14.21%15.83%
2019
27.30%28.78%
2018
-8.75%-6.27%
2017
19.45%20.44%
2016
7.28%10.37%
2015
-0.05%-1.07%
2014
10.97%10.96%
2013
34.66%31.50%
2012
14.14%14.96%
2011
0.97%-1.27%
2010
15.31%14.01%
2009
24.25%28.17%
2008
N/A-37.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.88%3.97%N/AN/A
20236.32%9.98%-2.74%11.68%
2022-4.68%-14.31%-4.58%6.64%
20218.31%7.77%-0.30%10.07%
2020-20.22%19.47%7.45%11.51%
201912.14%2.56%1.41%9.15%
2018-2.05%2.40%7.58%-15.43%
20175.70%2.26%3.80%6.46%
20160.24%0.71%3.65%2.53%
20151.41%0.72%-7.86%6.20%
20141.17%3.76%1.53%4.11%
201310.16%2.66%5.65%12.71%
201212.44%-3.82%6.84%-1.21%
20116.13%1.34%-15.57%11.19%
20106.96%-11.65%10.00%10.93%
2009-11.02%15.07%14.62%5.87%
2008-21.42%N/AN/AN/A

Rank In Category (By Total Return)

YTD9
1-Month40
3-Month32
1-Year10
3-Year10
5-Year22

Load Adjusted Returns

1-Year27.49%
3-Year10.79%
5-Year14.94%
10-Year11.04%