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MFS Prudent Investor R1 (FPPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.43+0.04 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.35%
5-year average return2.65%
Number of years up4
Number of years down1
Best 1-yr total return (2 May 2024)14.36%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.36%
Worst 3-yr total return-1.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFPPRXCategory
YTD-0.88%9.69%
1-month-2.25%0.91%
3-month-0.18%5.21%
1-year6.38%27.06%
3-year-0.70%11.00%
5-year2.40%10.26%
10-year0.00%8.34%
Last bull market11.21%15.58%
Last bear market-8.65%-12.16%

Annual total return (%) history

Year
FPPRXCategory
2024
N/AN/A
2023
14.36%N/A
2022
-14.60%N/A
2021
0.73%N/A
2020
10.18%11.72%
2019
13.14%19.23%
2018
N/A-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.40%N/AN/AN/A
20234.47%3.24%-1.11%7.22%
2022-5.24%-8.65%-6.84%5.90%
2021-2.35%3.01%-0.83%0.99%
2020-1.01%4.54%2.66%3.72%
20197.13%1.83%0.09%3.61%
20181.62%1.99%-4.90%N/A

Rank in category (by total return)

YTD97
1-month10
3-month95
1-year90
3-year96
5-year99

Load adjusted returns

1-year6.38%
3-year-0.70%
5-year2.40%
10-yearN/A