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MFS Blended Research Em Mkts Eq R2 (BRKSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.01+0.08 (+0.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.26%
5-year average return3.49%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)38.44%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.44%
Worst 3-yr total return-3.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRKSXCategory
YTD12.53%8.73%
1-month3.73%1.20%
3-month7.74%5.47%
1-year14.72%41.79%
3-year-2.91%11.48%
5-year3.42%12.18%
10-year0.00%4.39%
Last bull market14.50%17.73%
Last bear market-11.43%-25.55%

Annual total return (%) history

Year
BRKSXCategory
2024
N/AN/A
2023
9.25%N/A
2022
-19.42%N/A
2021
3.16%N/A
2020
9.42%17.90%
2019
18.42%19.25%
2018
-16.86%-16.07%
2017
38.44%34.17%
2016
14.13%8.47%
2015
N/A-13.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.45%7.74%N/AN/A
20235.87%1.22%-3.30%5.43%
2022-6.79%-11.43%-11.51%10.31%
20215.63%5.71%-7.59%-0.03%
2020-25.51%15.45%8.61%17.15%
201910.45%1.32%-5.36%11.81%
20182.78%-8.78%-0.72%-10.67%
201712.65%6.09%8.69%6.57%
20166.03%1.73%8.81%-2.75%
2015-0.04%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month27
3-month5
1-year32
3-year38
5-year54

Load adjusted returns

1-year14.72%
3-year-2.91%
5-year3.42%
10-yearN/A