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MFS Managed Wealth R6 (MNWZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.510.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.66%
5-year average return3.02%
Number of years up5
Number of years down1
Best 1-yr total return (4 July 2024)8.82%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return8.82%
Worst 3-yr total return0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNWZXCategory
YTD5.32%3.32%
1-month0.24%-0.91%
3-month1.14%-0.12%
1-year8.41%1.15%
3-year3.44%-0.31%
5-year2.98%0.15%
10-year3.13%0.11%
Last bull market6.09%1.54%
Last bear market-0.80%-2.16%

Annual total return (%) history

Year
MNWZXCategory
2024
N/AN/A
2023
5.57%N/A
2022
-2.13%N/A
2021
1.52%N/A
2020
3.12%-5.26%
2019
8.82%0.06%
2018
2.02%-0.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.14%1.14%N/AN/A
20230.71%1.84%0.00%2.93%
2022-3.26%-0.80%-0.80%2.81%
2021-1.39%1.23%0.70%1.00%
20201.52%2.20%0.52%-1.12%
20194.06%2.88%0.54%1.09%
20181.67%0.87%0.96%-1.46%

Rank in category (by total return)

YTD54
1-month61
3-month38
1-year60
3-year65
5-year60

Load adjusted returns

1-year8.41%
3-year3.44%
5-year2.98%
10-year3.13%