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MFS Blended Research Growth Eq R6 (BRWVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.03-0.17 (-0.70%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.42%
5-year average return18.05%
Number of years up6
Number of years down2
Best 1-yr total return (27 June 2024)41.14%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return41.14%
Worst 3-yr total return5.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRWVXCategory
YTD16.18%12.38%
1-month6.70%5.09%
3-month5.31%10.28%
1-year38.63%41.70%
3-year10.76%22.56%
5-year18.25%21.98%
10-year0.00%15.99%
Last bull market31.80%25.99%
Last bear market-19.38%-17.29%

Annual total return (%) history

Year
BRWVXCategory
2024
N/AN/A
2023
41.14%N/A
2022
-29.69%N/A
2021
29.09%N/A
2020
30.94%35.86%
2019
32.48%31.90%
2018
-4.84%-2.09%
2017
27.17%27.67%
2016
6.54%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.82%N/AN/AN/A
202312.81%13.27%-2.82%13.65%
2022-9.64%-19.38%-3.80%0.33%
20213.52%12.03%0.70%10.53%
2020-13.64%25.54%10.93%8.88%
201914.75%4.24%0.49%10.21%
20181.18%4.10%9.21%-17.27%
20177.71%4.05%5.55%7.51%
20160.20%-0.29%4.93%1.63%
20155.56%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month14
3-month6
1-year10
3-year11
5-year17

Load adjusted returns

1-year38.63%
3-year10.76%
5-year18.25%
10-yearN/A