Mfs Blended Research Core Equity Fund Class R6: (MF: MUEVX)
(NASDAQ Mutual Funds) As of Jul 22, 2024 08:00 PM ET
$38.21 USD
+0.48 (1.27%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 17.98 | 17 |
3 months | 4.23 | 24 |
6 months | 17.98 | 17 |
1 Year | 28.88 | 19 |
3 Year | 12.00 | 1 |
5 Year | 16.25 | 12 |
10 Year | 12.30 | 26 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 28.88 |
5 Year | 16.25 |
10 Year | 12.29 |
Since Inception | 14.09 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 13.18 | 4.23 | NA | NA |
2023 | 6.61 | 10.26 | -2.43 | 11.95 |
2022 | -4.38 | -14.07 | -4.32 | 6.91 |
2021 | 8.60 | 8.07 | -0.05 | 10.39 |
2020 | -20.00 | 19.80 | 7.80 | 11.77 |
2019 | 12.46 | 2.82 | 1.69 | 9.65 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 17.98 | 28.41 | -15.95 | 29.50 | 15.47 | 28.95 | -7.75 | 20.83 | 8.50 | 0.98 | 12.31 |
% Total Return Rel to Index | 2.67 | 2.16 | 2.25 | 0.81 | -2.93 | -2.53 | -3.35 | -0.96 | -3.42 | -0.40 | -1.33 |
% Total Return Rel to Peer | 7.31 | 5.41 | 3.74 | 7.44 | -4.44 | 0.53 | -0.89 | 0.15 | 0.69 | 2.58 | 4.10 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 |
% Dividends | 0.00 | 0.33 | 0.36 | 0.37 | 0.36 | 0.47 | 0.50 | 0.41 | 0.31 | 0.20 | 0.27 |
% Yield | 0.00 | 0.95 | 1.24 | 0.92 | 1.07 | 1.54 | 1.90 | 1.39 | 1.22 | 0.85 | 1.08 |
Capital Gains ($) | 0.00 | 0.94 | 2.05 | 5.08 | 1.81 | 1.01 | 2.28 | 0.57 | 0.00 | 0.55 | 0.78 |
Expense Ratio | 0.39 | 0.39 | 0.39 | 0.39 | 0.38 | 0.38 | 0.38 | 0.37 | 0.37 | 0.39 | 0.48 |
* 1 = Top 20%, 5 = Bottom 20%