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MFS Blended Research Growth Eq I (BRWJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.27+0.14 (+0.58%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.91%
5-year average return17.93%
Number of years up6
Number of years down2
Best 1-yr total return (1 July 2024)41.06%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return41.06%
Worst 3-yr total return5.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRWJXCategory
YTD16.16%12.38%
1-month6.71%5.09%
3-month5.32%10.28%
1-year38.56%41.70%
3-year10.68%22.56%
5-year18.16%21.98%
10-year0.00%15.99%
Last bull market31.72%25.99%
Last bear market-19.41%-17.29%

Annual total return (%) history

Year
BRWJXCategory
2024
N/AN/A
2023
41.06%N/A
2022
-29.76%N/A
2021
29.02%N/A
2020
30.71%35.86%
2019
32.38%31.90%
2018
-4.81%-2.09%
2017
26.91%27.67%
2016
6.62%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.79%N/AN/AN/A
202312.84%13.24%-2.88%13.67%
2022-9.66%-19.41%-3.81%0.29%
20213.52%11.99%0.70%10.51%
2020-13.71%25.56%10.82%8.86%
201914.67%4.24%0.42%10.29%
20181.19%4.10%9.21%-17.26%
20177.61%4.06%5.56%7.37%
20160.30%-0.29%4.93%1.61%
20155.45%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month14
3-month6
1-year10
3-year12
5-year18

Load adjusted returns

1-year38.56%
3-year10.68%
5-year18.16%
10-yearN/A