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MFS Blended Research Core Equity R6 (MUEVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.55+0.01 (+0.03%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.51%
5-Year Average Return16.23%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (May 19, 2024)36.10%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return36.10%
Worst 3-Yr Total Return6.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMUEVXCategory
YTD8.24%5.31%
1-Month-4.37%-4.19%
3-Month5.50%3.90%
1-Year28.61%20.31%
3-Year9.77%6.48%
5-Year14.10%11.78%
10-Year11.74%10.96%
Last Bull Market29.49%25.56%
Last Bear Market-14.07%-15.11%

Annual Total Return (%) History

Year
MUEVXCategory
2024
N/AN/A
2023
28.43%22.32%
2022
-15.95%-16.96%
2021
29.49%26.07%
2020
15.48%15.83%
2019
28.96%28.78%
2018
-7.75%-6.27%
2017
20.82%20.44%
2016
8.51%10.37%
2015
0.99%-1.07%
2014
12.29%10.96%
2013
36.10%31.50%
2012
N/A14.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.19%N/AN/AN/A
20236.61%10.26%-2.43%11.97%
2022-4.39%-14.07%-4.32%6.93%
20218.60%8.07%-0.06%10.39%
2020-20.01%19.80%7.80%11.78%
201912.46%2.83%1.70%9.65%
2018-1.80%2.67%7.91%-15.21%
20176.03%2.53%4.08%6.77%
20160.54%1.03%3.93%2.79%
20151.67%0.99%-7.60%6.46%
20141.51%4.03%1.83%4.43%
201310.50%2.90%5.97%12.94%
20127.11%-0.96%N/AN/A

Rank In Category (By Total Return)

YTD9
1-Month57
3-Month13
1-Year6
3-Year5
5-Year7

Load Adjusted Returns

1-Year28.61%
3-Year9.77%
5-Year14.10%
10-Year11.74%