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MFS Managed Wealth A (MNWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.56+0.01 (+0.08%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.90%
5-year average return2.79%
Number of years up7
Number of years down2
Best 1-yr total return (10 July 2024)8.67%
Worst 1-yr total return (10 July 2024)N/A
Best 3-yr total return8.67%
Worst 3-yr total return0.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNWAXCategory
YTD5.23%3.32%
1-month0.24%-0.91%
3-month1.05%-0.12%
1-year8.10%1.15%
3-year3.11%-0.31%
5-year2.71%0.15%
10-year2.94%0.11%
Last bull market5.97%1.54%
Last bear market-0.80%-2.16%

Annual total return (%) history

Year
MNWAXCategory
2024
N/AN/A
2023
5.18%N/A
2022
-2.33%N/A
2021
1.13%N/A
2020
2.85%-5.26%
2019
8.67%0.06%
2018
1.95%-0.26%
2017
6.67%3.40%
2016
-1.16%0.90%
2015
1.10%1.76%
2014
N/A2.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.13%1.05%N/AN/A
20230.62%1.75%-0.09%2.82%
2022-3.28%-0.80%-0.99%2.81%
2021-1.48%1.24%0.61%0.78%
20201.43%2.21%0.43%-1.22%
20193.97%2.79%0.54%1.13%
20181.57%0.87%0.96%-1.44%
20172.39%3.15%0.30%0.70%
2016-0.40%0.40%0.30%-1.45%
20151.30%0.20%-2.07%1.71%
2014-0.60%1.25%N/AN/A

Rank in category (by total return)

YTD59
1-month63
3-month39
1-year63
3-year67
5-year65

Load adjusted returns

1-year1.89%
3-year1.09%
5-year1.51%
10-year2.33%