MNWRX - MFS Managed Wealth Fund Class R1

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return1.58%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)5.69%
Worst 1 Yr Total Return (Feb 3, 2019)-1.97%
Best 3-Yr Total Return5.69%
Worst 3-Yr Total Return1.29%

Trailing Returns (%) Vs. Benchmarks

ReturnMNWRXCategory
YTD7.50%7.11%
1-Month0.93%-1.42%
3-Month2.16%3.12%
1-Year5.73%-2.45%
3-Year3.90%4.17%
5-Year2.54%2.48%
10-Year0.00%5.28%
Last Bull Market0.00%12.67%
Last Bear Market0.00%-12.30%

Annual Total Return (%) History

Year
MNWRXCategory
2019
N/AN/A
2018
1.00%-6.29%
2017
5.69%11.18%
2016
-1.97%2.34%
2015
0.30%-2.02%
2014
N/A2.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20193.75%2.57%N/AN/A
20181.30%0.69%0.78%-1.75%
20172.11%2.99%0.10%0.40%
2016-0.60%0.10%0.20%-1.67%
20151.10%0.00%-2.38%1.63%
2014-0.90%0.96%N/AN/A

Rank In Category (By Total Return)

YTD44
1-Month7
3-Month61
1-Year9
3-Year51
5-Year50

Load Adjusted Returns

1-Year5.73%
3-Year3.90%
5-Year2.54%
10-YearN/A