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MFS Blended Research Growth Eq R2 (BRWSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.14+0.17 (+0.71%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.58%
5-year average return17.35%
Number of years up6
Number of years down2
Best 1-yr total return (1 July 2024)40.36%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return40.36%
Worst 3-yr total return5.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRWSXCategory
YTD15.90%12.38%
1-month6.65%5.09%
3-month5.14%10.28%
1-year37.82%41.70%
3-year10.13%22.56%
5-year17.57%21.98%
10-year0.00%15.99%
Last bull market31.44%25.99%
Last bear market-19.50%-17.29%

Annual total return (%) history

Year
BRWSXCategory
2024
N/AN/A
2023
40.36%N/A
2022
-30.11%N/A
2021
28.36%N/A
2020
30.10%35.86%
2019
31.68%31.90%
2018
-5.31%-2.09%
2017
26.30%27.67%
2016
6.01%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.67%8.28%N/AN/A
202312.65%13.11%-2.91%13.46%
2022-9.75%-19.50%-3.97%0.18%
20213.42%11.85%0.56%10.35%
2020-13.84%25.44%10.72%8.72%
201914.49%4.10%0.35%10.10%
20181.11%3.89%9.12%-17.40%
20177.53%3.89%5.41%7.26%
20160.10%-0.39%4.74%1.51%
20155.40%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month15
3-month8
1-year11
3-year16
5-year23

Load adjusted returns

1-year37.82%
3-year10.13%
5-year17.57%
10-yearN/A