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MFS Blended Research Core Equity I (MUSEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.39+0.29 (+0.80%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.25%
5-Year Average Return16.90%
Number of Years Up22
Number of Years Down7
Best 1 Yr Total Return (May 30, 2024)35.98%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return35.98%
Worst 3-Yr Total Return6.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMUSEXCategory
YTD8.23%5.31%
1-Month-4.38%-4.19%
3-Month5.45%3.90%
1-Year28.48%20.31%
3-Year9.66%6.48%
5-Year13.98%11.78%
10-Year11.62%10.96%
Last Bull Market29.40%25.56%
Last Bear Market-14.10%-15.11%

Annual Total Return (%) History

Year
MUSEXCategory
2024
N/AN/A
2023
28.28%22.32%
2022
-16.06%-16.96%
2021
29.38%26.07%
2020
15.36%15.83%
2019
28.81%28.78%
2018
-7.84%-6.27%
2017
20.63%20.44%
2016
8.36%10.37%
2015
0.92%-1.07%
2014
12.14%10.96%
2013
35.98%31.50%
2012
15.30%14.96%
2011
2.01%-1.27%
2010
16.43%14.01%
2009
25.24%28.17%
2008
-36.38%-37.79%
2007
8.61%6.16%
2006
20.48%14.17%
2005
5.94%5.88%
2004
13.45%10.02%
2003
25.70%27.05%
2002
-20.78%-22.25%
2001
-10.75%-13.50%
2000
-15.44%-6.31%
1999
-2.90%20.16%
1998
21.60%22.39%
1997
30.05%28.37%
1996
20.46%20.76%
1995
38.25%32.35%
1994
N/A-0.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.19%N/AN/AN/A
20236.59%10.25%-2.47%11.93%
2022-4.42%-14.10%-4.33%6.87%
20218.58%8.06%-0.08%10.36%
2020-20.03%19.79%7.74%11.77%
201912.43%2.79%1.66%9.63%
2018-1.80%2.67%7.81%-15.21%
20175.95%2.53%4.05%6.72%
20160.49%0.98%3.89%2.77%
20151.67%0.95%-7.65%6.47%
20141.46%4.03%1.78%4.38%
201310.44%2.90%5.92%12.96%
201212.74%-3.62%7.18%-1.00%
20116.44%1.56%-15.34%11.45%
20107.25%-11.42%10.26%11.15%
2009-10.80%15.27%14.72%6.17%
2008-10.50%-0.71%-9.14%-21.22%
20071.86%6.98%2.68%-2.93%
20064.69%0.46%6.73%7.34%
2005-0.67%0.50%3.67%2.36%
20040.37%3.36%-1.54%11.05%
2003-3.39%14.15%1.27%12.55%
2002-0.09%-11.49%-15.37%5.85%
2001-9.62%6.94%-15.18%8.86%
2000-8.26%-2.98%-0.08%-4.92%
1999-3.29%7.09%-9.90%4.05%
199811.37%1.82%-5.57%13.57%
19971.71%16.04%3.72%6.22%
19965.58%5.10%0.30%8.24%
19958.58%9.19%7.24%8.73%
1994-2.22%4.33%-2.31%N/A

Rank In Category (By Total Return)

YTD9
1-Month58
3-Month14
1-Year6
3-Year5
5-Year8

Load Adjusted Returns

1-Year28.48%
3-Year9.66%
5-Year13.98%
10-Year11.62%