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MFS Blended Research Core Equity R2 (MUESX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.66-0.03 (-0.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.81%
5-Year Average Return14.68%
Number of Years Up13
Number of Years Down2
Best 1 Yr Total Return (May 6, 2024)35.26%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return35.26%
Worst 3-Yr Total Return5.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMUESXCategory
YTD8.05%14.84%
1-Month-4.42%1.65%
3-Month5.34%7.55%
1-Year27.86%40.47%
3-Year9.12%16.77%
5-Year13.41%16.15%
10-Year11.06%13.21%
Last Bull Market29.18%24.09%
Last Bear Market-14.22%-17.61%

Annual Total Return (%) History

Year
MUESXCategory
2024
N/AN/A
2023
27.65%N/A
2022
-16.45%N/A
2021
28.69%N/A
2020
14.79%15.83%
2019
28.17%28.78%
2018
-8.29%-6.27%
2017
20.04%20.44%
2016
7.81%10.37%
2015
0.42%-1.07%
2014
11.59%10.96%
2013
35.26%31.50%
2012
14.77%14.96%
2011
1.49%-1.27%
2010
15.81%14.01%
2009
24.81%28.17%
2008
N/A-37.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.04%N/AN/AN/A
20236.44%10.12%-2.59%11.79%
2022-4.51%-14.22%-4.45%6.75%
20218.42%7.93%-0.21%10.22%
2020-20.11%19.57%7.65%11.62%
201912.25%2.68%1.56%9.49%
2018-1.93%2.55%7.69%-15.31%
20175.85%2.37%3.90%6.62%
20160.33%0.89%3.77%2.64%
20151.51%0.86%-7.74%6.31%
20141.37%3.86%1.67%4.24%
201310.32%2.72%5.82%12.79%
201212.61%-3.75%7.05%-1.08%
20116.28%1.48%-15.46%11.32%
20107.11%-11.60%10.14%11.05%
2009-11.00%15.27%14.66%6.10%
2008-21.21%N/AN/AN/A

Rank In Category (By Total Return)

YTD11
1-Month61
3-Month15
1-Year7
3-Year8
5-Year14

Load Adjusted Returns

1-Year27.86%
3-Year9.12%
5-Year13.41%
10-Year11.06%