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MFS Managed Wealth A (MNWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.26-0.05 (-0.41%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.37%
5-year average return2.88%
Number of years up7
Number of years down2
Best 1-yr total return (11 Apr 2024)8.67%
Worst 1-yr total return (11 Apr 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
YTD4.13%3.32%
1-month1.06%-0.91%
3-month4.13%-0.12%
1-year8.85%1.15%
3-year3.17%-0.31%
5-year3.07%0.15%
10-year0.00%0.11%
Last bull market0.94%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%N/AN/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)

YTD75
1-month62
3-month75
1-year63
3-year67
5-year62

Load adjusted returns

1-year2.59%
3-year1.15%
5-year1.85%
10-yearN/A