Mfs Blended Research Core Equity Fund Class R1: (MF: MUERX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$33.29 USD
-0.02 (-0.06%)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 7.84 | 17 |
3 months | 5.17 | 22 |
6 months | 23.12 | 32 |
1 Year | 27.16 | 23 |
3 Year | 8.56 | 7 |
5 Year | 12.80 | 24 |
10 Year | 10.48 | 45 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | 681.22 |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 34.84 |
5 Year | 14.62 |
10 Year | 11.01 |
Since Inception | 10.98 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 12.87 | NA | NA | NA |
2023 | 6.31 | 9.98 | -2.73 | 11.66 |
2022 | -4.67 | -14.31 | -4.58 | 6.63 |
2021 | 8.30 | 7.76 | -0.30 | 10.08 |
2020 | -20.21 | 19.47 | 7.45 | 11.51 |
2019 | 12.13 | 2.56 | 1.40 | 9.14 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 7.84 | 27.00 | -16.88 | 28.09 | 14.20 | 27.29 | -8.75 | 19.47 | 7.28 | -0.05 | 10.94 |
% Total Return Rel to Index | 1.79 | 0.75 | 1.32 | -0.58 | -4.19 | -4.19 | -4.35 | -2.32 | -4.65 | -1.44 | -2.69 |
% Total Return Rel to Peer | 3.00 | 4.00 | 2.81 | 6.03 | -5.71 | -1.12 | -1.89 | -1.20 | -0.53 | 1.54 | 2.74 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.07 | 0.00 | 0.08 | 0.00 | 0.18 | 0.13 | 0.07 | 0.19 | 0.03 |
% Yield | 0.00 | 0.00 | 0.27 | 0.00 | 0.25 | 0.00 | 0.74 | 0.46 | 0.29 | 0.85 | 0.12 |
Capital Gains ($) | 0.00 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 | 0.77 |
Expense Ratio | 0.00 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.49 | 1.51 | 1.60 |
* 1 = Top 20%, 5 = Bottom 20%