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MFS Managed Wealth R4 (MNWUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.490.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.58%
5-year average return3.02%
Number of years up7
Number of years down2
Best 1-yr total return (25 Jun 2024)8.81%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return8.81%
Worst 3-yr total return0.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNWUXCategory
YTD5.07%3.32%
1-month1.72%-0.91%
3-month1.89%-0.12%
1-year9.01%1.15%
3-year3.16%-0.31%
5-year3.11%0.15%
10-year0.00%0.11%
Last bull market6.02%1.54%
Last bear market-0.80%-2.16%

Annual total return (%) history

Year
MNWUXCategory
2024
N/AN/A
2023
5.40%N/A
2022
-2.13%N/A
2021
1.36%N/A
2020
3.07%-5.26%
2019
8.81%0.06%
2018
2.00%-0.26%
2017
6.73%3.40%
2016
-0.96%0.90%
2015
1.28%1.76%
2014
N/A2.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.14%N/AN/AN/A
20230.62%1.84%0.00%2.86%
2022-3.26%-0.80%-0.89%2.91%
2021-1.48%1.32%0.61%0.92%
20201.43%2.20%0.52%-1.08%
20194.06%2.88%0.45%1.17%
20181.57%0.97%0.96%-1.48%
20172.39%3.14%0.39%0.67%
2016-0.40%0.40%0.50%-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-month12
3-month41
1-year61
3-year66
5-year63

Load adjusted returns

1-year9.01%
3-year3.16%
5-year3.11%
10-yearN/A