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Mfs Blended Research Small Cap Equity Fund - Class R6: (MF: BRSYX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$15.41 USD
-0.61 (-3.81%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.65 | 84 |
| 3 months | -4.23 | 71 |
| 6 months | -0.65 | 84 |
| 1 Year | 9.97 | 51 |
| 3 Year | 0.42 | 45 |
| 5 Year | 6.30 | 74 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 9.97 |
| 5 Year | 6.30 |
| 10 Year | NA |
| Since Inception | 9.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.73 | -4.23 | NA | NA |
| 2023 | 1.70 | 5.62 | -2.87 | 13.97 |
| 2022 | -4.36 | -16.49 | -4.48 | 7.10 |
| 2021 | 15.98 | 6.06 | -0.11 | 5.06 |
| 2020 | -33.49 | 21.76 | 2.07 | 23.65 |
| 2019 | 16.81 | 1.41 | -4.31 | 11.40 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.65 | 18.90 | -18.30 | 29.11 | 2.20 | 26.26 | -5.27 | 13.92 | 20.30 |
| % Total Return Rel to Index | -15.95 | -7.34 | -0.10 | 0.42 | -16.19 | -5.22 | -0.88 | -7.87 | 8.36 |
| % Total Return Rel to Peer | -3.87 | 2.82 | 1.21 | 9.79 | -16.78 | 0.83 | 5.50 | -1.67 | 4.35 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 5.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.13 | 0.00 | 0.04 | 0.10 | 0.09 | 0.08 | 0.06 | 0.03 |
| % Yield | 0.00 | 0.84 | 0.00 | 0.20 | 0.68 | 0.64 | 0.63 | 0.47 | 0.29 |
| Capital Gains ($) | 0.00 | 0.00 | 0.54 | 2.10 | 0.00 | 0.17 | 0.65 | 0.38 | 0.04 |
| Expense Ratio | 0.00 | 0.64 | 0.63 | 0.65 | 0.65 | 0.66 | 0.65 | 0.69 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%