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MFS Blended Research Small Cap Eq I (BRSJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.96+0.01 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.64%
5-year average return5.89%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)29.02%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.02%
Worst 3-yr total return2.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRSJXCategory
YTD-0.72%20.19%
1-month-1.37%0.02%
3-month-4.25%4.36%
1-year9.87%60.18%
3-year0.32%11.32%
5-year6.21%13.88%
10-year0.00%11.19%
Last bull market26.33%27.98%
Last bear market-16.53%-24.08%

Annual total return (%) history

Year
BRSJXCategory
2024
N/AN/A
2023
18.82%N/A
2022
-18.41%N/A
2021
29.02%N/A
2020
2.07%10.99%
2019
26.23%23.75%
2018
-5.38%-12.72%
2017
13.80%12.28%
2016
20.28%20.78%
2015
N/A-5.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.68%-4.25%N/AN/A
20231.71%5.56%-2.89%13.96%
2022-4.38%-16.53%-4.49%7.03%
202115.94%6.07%-0.17%5.09%
2020-33.52%21.79%1.99%23.61%
201916.74%1.41%-4.32%11.44%
20180.00%8.20%7.29%-18.49%
20172.04%2.50%5.53%3.10%
20161.32%3.81%6.38%7.50%
20153.48%N/AN/AN/A

Rank in category (by total return)

YTD85
1-month41
3-month80
1-year56
3-year55
5-year85

Load adjusted returns

1-year9.87%
3-year0.32%
5-year6.21%
10-yearN/A