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MFS Blended Research Value Equity R2 (BRUKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.18+0.01 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.37%
5-year average return9.85%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)25.62%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.62%
Worst 3-yr total return4.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRUKXCategory
YTD8.31%4.44%
1-month-0.98%-4.04%
3-month-2.06%4.09%
1-year17.67%14.37%
3-year7.68%6.04%
5-year10.16%9.20%
10-year0.00%8.57%
Last bull market26.20%22.97%
Last bear market-9.91%-11.27%

Annual total return (%) history

Year
BRUKXCategory
2024
N/AN/A
2023
14.03%11.63%
2022
-4.64%-5.90%
2021
25.62%26.22%
2020
1.12%2.91%
2019
22.76%25.04%
2018
-8.83%-8.53%
2017
16.08%15.94%
2016
13.61%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.58%-2.06%N/AN/A
20230.37%4.57%-2.33%11.24%
2022-0.85%-9.91%-4.77%12.11%
202111.84%5.95%-1.23%7.34%
2020-27.41%14.36%5.09%15.90%
201911.26%1.74%1.32%7.04%
2018-2.00%0.24%5.79%-12.27%
20173.55%1.17%4.71%5.82%
20160.69%2.53%3.04%6.80%
20154.82%N/AN/AN/A

Rank in category (by total return)

YTD36
1-month68
3-month61
1-year26
3-year30
5-year44

Load adjusted returns

1-year17.67%
3-year7.68%
5-year10.16%
10-yearN/A