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MFS Managed Wealth I (MNWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.51+0.02 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.66%
5-year average return2.89%
Number of years up7
Number of years down2
Best 1-yr total return (2 Jul 2024)8.70%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return8.70%
Worst 3-yr total return0.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNWIXCategory
YTD5.32%3.32%
1-month0.24%-0.91%
3-month1.05%-0.12%
1-year8.24%1.15%
3-year3.35%-0.31%
5-year2.90%0.15%
10-year3.09%0.11%
Last bull market6.10%1.54%
Last bear market-0.80%-2.16%

Annual total return (%) history

Year
MNWIXCategory
2024
N/AN/A
2023
5.40%N/A
2022
-2.15%N/A
2021
1.35%N/A
2020
3.10%-5.26%
2019
8.70%0.06%
2018
2.10%-0.26%
2017
6.70%3.40%
2016
-0.96%0.90%
2015
1.28%1.76%
2014
N/A2.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.22%1.05%N/AN/A
20230.62%1.93%-0.09%2.86%
2022-3.26%-0.80%-0.89%2.89%
2021-1.48%1.23%0.70%0.91%
20201.52%2.11%0.52%-1.05%
20193.96%2.88%0.54%1.09%
20181.67%0.87%1.05%-1.48%
20172.39%3.14%0.39%0.64%
2016-0.40%0.50%0.40%-1.45%
20151.40%0.20%-2.07%1.79%
2014-0.60%1.17%N/AN/A

Rank in category (by total return)

YTD54
1-month61
3-month39
1-year62
3-year66
5-year61

Load adjusted returns

1-year8.24%
3-year3.35%
5-year2.90%
10-year3.09%