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MFS Managed Wealth Fund (MNWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.360.00 (0.00%)
At close: 08:00PM EST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.65%
5-year average return0.00%
Number of years up6
Number of years down1
Best 1-yr total return (3 Feb 2019)8.67%
Worst 1-yr total return (3 Feb 2019)-1.16%
Best 3-yr total return8.67%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

ReturnMNWAXCategory
YTD-2.33%9.18%
1-month-0.09%-0.20%
3-month2.81%3.85%
1-year-2.24%22.90%
3-year0.50%7.45%
5-year3.09%7.00%
10-year0.00%4.81%
Last bull market0.94%11.80%
Last bear market0.53%-12.04%

Annual total return (%) history

Year
MNWAXCategory
2022
N/AN/A
2021
1.13%N/A
2020
2.85%7.89%
2019
8.67%11.90%
2018
1.95%-6.29%
2017
6.67%11.18%
2016
-1.16%2.34%
2015
1.10%-2.02%
2014
N/A2.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-3.28%-0.80%N/AN/A
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)

YTD23
1-month15
3-month15
1-year32
3-year89
5-year80

Load adjusted returns

1-year-8.30%
3-year-1.47%
5-year1.03%
10-yearN/A