Mfs Blended Research Value Equity Fund - Class A: (MF: BRUDX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$16.77 USD
+0.03 (0.18%)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 6.42 | 20 |
3 months | 5.17 | 22 |
6 months | 21.44 | 19 |
1 Year | 19.26 | 31 |
3 Year | 7.85 | 20 |
5 Year | 9.80 | 48 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 19.07 |
5 Year | 10.03 |
10 Year | NA |
Since Inception | 10.20 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.66 | NA | NA | NA |
2023 | 0.44 | 4.59 | -2.23 | 11.26 |
2022 | -0.77 | -9.87 | -4.64 | 12.16 |
2021 | 11.87 | 6.09 | -1.23 | 7.38 |
2020 | -27.35 | 14.50 | 5.18 | 15.94 |
2019 | 11.38 | 1.74 | 1.40 | 7.03 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|
% Total Return | 6.42 | 14.27 | -4.35 | 25.88 | 1.44 | 22.99 | -8.52 | 16.36 | 13.85 |
% Total Return Rel to Index | 0.38 | -11.97 | 13.84 | -2.79 | -16.96 | -8.49 | -4.12 | -5.43 | 1.91 |
% Total Return Rel to Peer | 1.99 | -1.00 | 6.43 | 1.54 | -6.76 | -2.64 | -0.96 | -1.04 | 2.52 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 1.00 | 3.00 | 5.00 | 4.00 | 4.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.18 | 0.14 | 0.01 | 0.22 | 0.26 | 0.22 | 0.16 | 0.06 |
% Yield | 0.00 | 1.12 | 0.95 | 0.05 | 1.54 | 1.81 | 1.79 | 1.15 | 0.50 |
Capital Gains ($) | 0.00 | 0.32 | 0.97 | 1.70 | 0.00 | 0.00 | 0.32 | 0.29 | 0.00 |
Expense Ratio | 0.00 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%