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MFS Managed Wealth R6 (MNWZX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.51
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.66%
5-year average return
3.02%
Number of years up
5
Number of years down
1
Best 1-yr total return (4 July 2024)
8.82%
Worst 1-yr total return (4 July 2024)
N/A
Best 3-yr total return
8.82%
Worst 3-yr total return
0.81%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
MNWZX
Category
YTD
5.32%
3.32%
1-month
0.24%
-0.91%
3-month
1.14%
-0.12%
1-year
8.41%
1.15%
3-year
3.44%
-0.31%
5-year
2.98%
0.15%
10-year
3.13%
0.11%
Last bull market
6.09%
1.54%
Last bear market
-0.80%
-2.16%
Annual total return (%) history
Year
MNWZX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
4.14%
1.14%
N/A
N/A
2023
0.71%
1.84%
0.00%
2.93%
2022
-3.26%
-0.80%
-0.80%
2.81%
2021
-1.39%
1.23%
0.70%
1.00%
2020
1.52%
2.20%
0.52%
-1.12%
2019
4.06%
2.88%
0.54%
1.09%
2018
1.67%
0.87%
0.96%
-1.46%
Rank in category (by total return)
YTD
54
1-month
61
3-month
38
1-year
60
3-year
65
5-year
60
Load adjusted returns
1-year
8.41%
3-year
3.44%
5-year
2.98%
10-year
3.13%
Data disclaimer
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