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MFS Managed Wealth B (MNWBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.870.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.14%
5-year average return1.91%
Number of years up7
Number of years down2
Best 1-yr total return (4 July 2024)7.70%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return7.70%
Worst 3-yr total return-0.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNWBXCategory
YTD4.87%3.32%
1-month0.17%-0.91%
3-month0.85%-0.12%
1-year7.25%1.15%
3-year2.33%-0.31%
5-year1.89%0.15%
10-year2.07%0.11%
Last bull market5.67%1.54%
Last bear market-1.02%-2.16%

Annual total return (%) history

Year
MNWBXCategory
2024
N/AN/A
2023
4.34%N/A
2022
-3.13%N/A
2021
0.36%N/A
2020
2.02%-5.26%
2019
7.70%0.06%
2018
1.00%-0.26%
2017
5.69%3.40%
2016
-1.97%0.90%
2015
0.30%1.76%
2014
N/A2.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.99%0.85%N/AN/A
20230.37%1.66%-0.27%2.54%
2022-3.49%-1.02%-1.12%2.56%
2021-1.71%1.01%0.45%0.63%
20201.19%1.90%0.27%-1.33%
20193.75%2.57%0.28%0.93%
20181.30%0.69%0.78%-1.75%
20172.11%2.99%0.00%0.50%
2016-0.60%0.10%0.20%-1.67%
20151.10%0.00%-2.38%1.63%
2014-0.90%0.96%N/AN/A

Rank in category (by total return)

YTD72
1-month64
3-month42
1-year65
3-year73
5-year70

Load adjusted returns

1-year3.25%
3-year1.36%
5-year1.52%
10-year2.07%