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MFS Blended Research Value Equity I (BRUHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.24+0.02 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.63%
5-year average return10.69%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)26.26%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.26%
Worst 3-yr total return4.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRUHXCategory
YTD9.70%4.44%
1-month2.95%-4.04%
3-month4.46%4.09%
1-year27.34%14.37%
3-year8.35%6.04%
5-year12.30%9.20%
10-year0.00%8.57%
Last bull market26.40%22.97%
Last bear market-9.76%-11.27%

Annual total return (%) history

Year
BRUHXCategory
2024
N/AN/A
2023
14.53%11.63%
2022
-4.18%-5.90%
2021
26.26%26.22%
2020
1.65%2.91%
2019
23.33%25.04%
2018
-8.40%-8.53%
2017
16.68%15.94%
2016
14.13%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.77%N/AN/AN/A
20230.52%4.63%-2.18%11.33%
2022-0.79%-9.76%-4.61%12.19%
202111.97%6.13%-1.17%7.51%
2020-27.31%14.63%5.16%16.02%
201911.43%1.89%1.39%7.12%
2018-1.84%0.31%5.92%-12.17%
20173.72%1.33%4.86%5.88%
20160.78%2.72%3.12%6.90%
20154.98%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month55
3-month38
1-year17
3-year16
5-year33

Load adjusted returns

1-year27.34%
3-year8.35%
5-year12.30%
10-yearN/A