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Mfs Blended Research Emerging Markets Equity Fund - Class R6: (MF: BRKVX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$13.62 USD
-0.29 (-2.09%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.80 | 3 |
| 3 months | 7.85 | 1 |
| 6 months | 12.80 | 3 |
| 1 Year | 15.40 | 13 |
| 3 Year | -2.34 | 57 |
| 5 Year | 4.04 | 71 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.40 |
| 5 Year | 4.03 |
| 10 Year | NA |
| Since Inception | 7.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.59 | 7.85 | NA | NA |
| 2023 | 6.02 | 1.38 | -3.12 | 5.60 |
| 2022 | -6.69 | -11.30 | -11.43 | 10.56 |
| 2021 | 5.73 | 5.87 | -7.47 | 0.17 |
| 2020 | -25.43 | 15.68 | 8.72 | 17.37 |
| 2019 | 10.59 | 1.46 | -5.17 | 11.96 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.80 | 9.96 | -18.96 | 3.75 | 10.07 | 19.13 | -16.32 | 39.26 | 14.72 |
| % Total Return Rel to Index | 7.07 | -8.89 | -2.48 | -13.61 | 4.64 | 0.70 | -0.18 | 17.45 | 16.60 |
| % Total Return Rel to Peer | 7.38 | -4.85 | 0.75 | -2.67 | -4.65 | -3.20 | -0.28 | 10.33 | 11.97 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.34 | 0.36 | 0.30 | 0.24 | 0.25 | 0.26 | 0.19 | 0.08 |
| % Yield | 0.00 | 2.65 | 2.99 | 1.88 | 1.53 | 1.75 | 2.05 | 1.18 | 0.69 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.27 | 0.00 | 0.00 | 0.37 | 0.46 | 0.07 |
| Expense Ratio | 0.90 | 0.88 | 0.90 | 0.93 | 0.92 | 0.87 | 0.90 | 0.91 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%