Nasdaq - Delayed Quote USD

MFS Blended Research Core Equity R3 (MUETX)

33.74 -0.23 (-0.68%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.52%
5y Average Return 13.89%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 35.62%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 35.62%
Worst 3Y Total Return 6.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MUETX
Category
YTD
13.12%
14.84%
1-Month
4.36%
1.65%
3-Month
13.12%
7.55%
1-Year
35.90%
40.47%
3-Year
12.97%
16.77%
5-Year
15.54%
16.15%
10-Year
11.88%
13.21%
Last Bull Market
42.56%
24.09%
Last Bear Market
-14.16%
-17.61%

Annual Total Return (%) History

Year
MUETX
Category
2024
--
--
2023
27.95%
--
2022
-16.23%
--
2021
29.04%
--
2020
15.07%
15.83%
2019
28.50%
28.78%
2018
-8.05%
-6.27%
2017
20.32%
20.44%

2016
8.10%
10.37%
2015
0.66%
-1.07%
2014
11.83%
10.96%
2013
35.62%
31.50%
2012
14.99%
14.96%
2011
1.78%
-1.27%
2010
16.16%
14.01%
2009
25.13%
28.17%
2008
--
-37.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.12% -- -- --
2023 6.50% 10.20% -2.53% 11.85%
2022 -4.46% -14.16% -4.39% 6.83%
2021 8.51% 8.00% -0.14% 10.27%
2020 -20.06% 19.65% 7.70% 11.70%
2019 12.33% 2.76% 1.61% 9.55%
2018 -1.86% 2.61% 7.77% -15.26%
2017 5.92% 2.41% 4.00% 6.65%
2016 0.46% 0.91% 3.82% 2.72%
2015 1.60% 0.92% -7.72% 6.38%

2014 1.38% 3.95% 1.76% 4.28%
2013 10.38% 2.83% 5.89% 12.85%
2012 12.66% -3.66% 7.07% -1.05%
2011 6.36% 1.51% -15.37% 11.39%
2010 7.23% -11.53% 10.20% 11.11%
2009 -10.81% 15.20% 14.78% 6.10%
2008 -21.22% -- -- --

Rank in Category (By Total Return)

YTD 7
1-Month 12
3-Month 7
1-Year 5
3-Year 5
5-Year 13

Load Adjusted Returns

1-Year 35.90%
3-Year 12.97%
5-Year 15.54%
10-Year 11.88%

Performance & Risk

YTD Return 8.52%
5y Average Return 13.89%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 1.29B
YTD Return 13.12%
Yield 0.61%
Morningstar Rating
Inception Date Aug 11, 1997

Fund Summary

The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.

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