Nasdaq - Delayed Quote USD

MFS Blended Research Value Equity I (BRUHX)

16.08 +0.15 (+0.94%)
At close: 6:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.56%
5y Average Return 10.23%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 22, 2024) 26.26%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 26.26%
Worst 3Y Total Return 4.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BRUHX
Category
YTD
10.77%
17.52%
1-Month
5.48%
-0.87%
3-Month
10.77%
5.51%
1-Year
26.22%
42.88%
3-Year
11.09%
11.93%
5-Year
11.54%
12.07%
10-Year
0.00%
10.95%
Last Bull Market
45.27%
23.18%
Last Bear Market
-9.76%
-17.87%

Annual Total Return (%) History

Year
BRUHX
Category
2024
--
--
2023
14.53%
--
2022
-4.18%
--
2021
26.26%
--
2020
1.65%
2.91%
2019
23.33%
25.04%
2018
-8.40%
-8.53%
2017
16.68%
15.94%

2016
14.13%
14.81%
2015
--
-4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.77% -- -- --
2023 0.52% 4.63% -2.18% 11.33%
2022 -0.79% -9.76% -4.61% 12.19%
2021 11.97% 6.13% -1.17% 7.51%
2020 -27.31% 14.63% 5.16% 16.02%
2019 11.43% 1.89% 1.39% 7.12%
2018 -1.84% 0.31% 5.92% -12.17%
2017 3.72% 1.33% 4.86% 5.88%
2016 0.78% 2.72% 3.12% 6.90%
2015 4.98% -- -- --

Rank in Category (By Total Return)

YTD 19
1-Month 31
3-Month 19
1-Year 16
3-Year 15
5-Year 37

Load Adjusted Returns

1-Year 26.22%
3-Year 11.09%
5-Year 11.54%
10-Year --

Performance & Risk

YTD Return 6.56%
5y Average Return 10.23%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family MFS
Net Assets 298.5M
YTD Return 10.77%
Yield 1.32%
Morningstar Rating
Inception Date Sep 15, 2015

Fund Summary

The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While the fund may invest the fund's assets in securities of companies of any size, it primarily invests in securities of companies with large capitalizations. The fund may invest the fund's assets in foreign securities.

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