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MFS Blended Research Growth Eq A (BRWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.86+0.06 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.95%
5-year average return17.93%
Number of years up6
Number of years down2
Best 1-yr total return (17 Jun 2024)40.78%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return40.78%
Worst 3-yr total return5.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRWAXCategory
YTD16.00%12.38%
1-month6.64%5.09%
3-month5.18%10.28%
1-year38.18%41.70%
3-year10.37%22.56%
5-year17.84%21.98%
10-year0.00%15.99%
Last bull market31.57%25.99%
Last bear market-19.43%-17.29%

Annual total return (%) history

Year
BRWAXCategory
2024
N/AN/A
2023
40.78%N/A
2022
-29.97%N/A
2021
28.64%N/A
2020
30.47%35.86%
2019
32.01%31.90%
2018
-5.11%-2.09%
2017
26.56%27.67%
2016
6.38%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.71%N/AN/AN/A
202312.80%13.15%-2.91%13.59%
2022-9.72%-19.43%-3.90%0.19%
20213.43%11.95%0.56%10.48%
2020-13.71%25.44%10.82%8.76%
201914.56%4.19%0.42%10.13%
20181.12%4.05%9.12%-17.34%
20177.53%3.98%5.57%7.23%
20160.30%-0.39%4.84%1.57%
20155.40%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month16
3-month7
1-year11
3-year15
5-year20

Load adjusted returns

1-year30.23%
3-year8.22%
5-year16.45%
10-yearN/A