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MFS Blended Research Value Equity B (BRUEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.09-0.06 (-0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.77%
5-year average return9.25%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)25.05%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return25.05%
Worst 3-yr total return3.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRUEXCategory
YTD8.10%4.44%
1-month-0.98%-4.04%
3-month-2.12%4.09%
1-year17.10%14.37%
3-year7.14%6.04%
5-year9.61%9.20%
10-year0.00%8.57%
Last bull market25.80%22.97%
Last bear market-10.00%-11.27%

Annual total return (%) history

Year
BRUEXCategory
2024
N/AN/A
2023
13.40%11.63%
2022
-5.11%-5.90%
2021
25.05%26.22%
2020
0.59%2.91%
2019
22.10%25.04%
2018
-9.28%-8.53%
2017
15.57%15.94%
2016
12.99%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.45%-2.12%N/AN/A
20230.30%4.37%-2.41%11.00%
2022-0.98%-10.00%-4.86%11.92%
202111.70%5.89%-1.42%7.25%
2020-27.52%14.30%4.93%15.71%
201911.09%1.66%1.17%6.86%
2018-2.08%0.00%5.74%-12.39%
20173.47%1.09%4.56%5.66%
20160.49%2.44%2.95%6.62%
20154.77%N/AN/AN/A

Rank in category (by total return)

YTD38
1-month68
3-month62
1-year30
3-year39
5-year56

Load adjusted returns

1-year13.10%
3-year6.26%
5-year9.33%
10-yearN/A