MFS Blended Research Core Equity R2 (MUESX)

25.15 0.00 (0.00%) USD  |  Jan 27 2023

MUESX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of January 27, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
MFS Blended Research Core Equity R2
35.26%
11.59%
0.42%
7.81%
20.04%
-8.29%
28.17%
14.79%
28.69%
-16.45%
5.85%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
MFS Core Equity R2
33.76%
10.79%
-0.61%
10.80%
24.18%
-4.39%
32.44%
18.28%
24.76%
-17.37%
5.92%
Principal Capital Appreciation R5
32.65%
12.42%
2.16%
8.97%
20.78%
-3.42%
32.31%
18.47%
27.67%
-16.31%
5.41%
American Century Equity Growth R
32.28%
12.76%
-4.65%
9.44%
21.26%
-6.79%
27.70%
13.94%
25.89%
-23.29%
5.76%
Principal Large Cap S&P 500 Index R1
30.88%
12.50%
0.35%
10.81%
20.55%
-5.33%
30.14%
17.16%
27.32%
-18.92%
5.97%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Blended Research Core Equity R2
6.03%
5.72%
2.14%
-3.27%
9.00%
7.45%
11.08%
8.89%
9.73%
7.66%
S&P 500 Total Return
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
MFS Core Equity R2
6.29%
6.90%
2.30%
-3.02%
8.53%
8.92%
12.11%
9.80%
10.35%
8.97%
Principal Capital Appreciation R5
5.53%
7.50%
4.46%
-2.24%
9.93%
9.85%
12.42%
10.16%
11.16%
12.22%
American Century Equity Growth R
5.76%
4.90%
-0.70%
-9.83%
5.14%
4.96%
9.50%
7.80%
8.66%
8.74%
Principal Large Cap S&P 500 Index R1
6.30%
7.08%
1.49%
-5.33%
8.48%
8.01%
11.46%
8.80%
9.18%
6.08%
As of January 27, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of December 31, 2022