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MFS Managed Wealth Fund (MNWAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.36
0.00
(0.00%)
At close: 08:00PM EST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.65%
5-year average return
0.00%
Number of years up
6
Number of years down
1
Best 1-yr total return (3 Feb 2019)
8.67%
Worst 1-yr total return (3 Feb 2019)
-1.16%
Best 3-yr total return
8.67%
Worst 3-yr total return
2.15%
Trailing returns (%) vs. Benchmarks
Return
MNWAX
Category
YTD
-2.33%
9.18%
1-month
-0.09%
-0.20%
3-month
2.81%
3.85%
1-year
-2.24%
22.90%
3-year
0.50%
7.45%
5-year
3.09%
7.00%
10-year
0.00%
4.81%
Last bull market
0.94%
11.80%
Last bear market
0.53%
-12.04%
Annual total return (%) history
Year
MNWAX
Category
2022
N/A
N/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/A
2.92%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2022
-3.28%
-0.80%
N/A
N/A
2021
-1.48%
1.24%
0.61%
0.78%
2020
1.43%
2.21%
0.43%
-1.22%
2019
3.97%
2.79%
0.54%
1.13%
2018
1.57%
0.87%
0.96%
-1.44%
2017
2.39%
3.15%
0.30%
0.70%
2016
-0.40%
0.40%
0.30%
-1.45%
2015
1.30%
0.20%
-2.07%
1.71%
2014
-0.60%
1.25%
N/A
N/A
Rank in category (by total return)
YTD
23
1-month
15
3-month
15
1-year
32
3-year
89
5-year
80
Load adjusted returns
1-year
-8.30%
3-year
-1.47%
5-year
1.03%
10-year
N/A
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