MFS Blended Research Mid Cap Equity Fund (BMSLX)
The investment seeks capital appreciation. The adviser normally invests at least 80% of the fund's net assets in equity securities of issuers with medium market capitalizations. 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. The adviser may invest the fund's assets in foreign securities.
Share Price Chart
Loading data...
Performance
The chart shows the growth of $10,000 invested in MFS Blended Research Mid Cap Equity Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,099 for a total return of roughly 80.99%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
MFS Blended Research Mid Cap Equity Fund had a return of 4.57% year-to-date (YTD) and -6.24% in the last 12 months. Over the past 10 years, MFS Blended Research Mid Cap Equity Fund had an annualized return of 9.40%, while the S&P 500 had an annualized return of 10.05%, indicating that MFS Blended Research Mid Cap Equity Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -2.34% | 3.51% |
| Year-To-Date | 4.57% | 7.03% |
| 6 months | 13.23% | 12.88% |
| 1 year | -6.24% | -10.71% |
| 5 years (annualized) | 8.02% | 9.25% |
| 10 years (annualized) | 9.40% | 10.05% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 8.77% | -1.56% | ||||||||||
| 2022 | -8.01% | 11.20% | 3.08% | -5.27% |
Dividend History
MFS Blended Research Mid Cap Equity Fund granted a 4.93% dividend yield in the last twelve months. The annual payout for that period amounted to $0.58 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.58 | $0.58 | $3.13 | $0.13 | $0.60 | $0.81 | $0.41 | $0.05 |
Dividend yield | 4.93% | 5.15% | 24.21% | 1.22% | 6.44% | 11.39% | 5.17% | 0.72% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Blended Research Mid Cap Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | ||||||||||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.13 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2016 | $0.05 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the MFS Blended Research Mid Cap Equity Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the MFS Blended Research Mid Cap Equity Fund is 41.06%, recorded on Mar 23, 2020. It took 166 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.06% | Feb 21, 2020 | 22 | Mar 23, 2020 | 166 | Nov 16, 2020 | 188 |
| -21.95% | Nov 17, 2021 | 215 | Sep 26, 2022 | — | — | — |
| -21.01% | Sep 24, 2018 | 64 | Dec 24, 2018 | 82 | Apr 24, 2019 | 146 |
| -10.21% | Jan 29, 2018 | 9 | Feb 8, 2018 | 156 | Sep 21, 2018 | 165 |
| -7% | Jul 31, 2019 | 11 | Aug 14, 2019 | 56 | Nov 1, 2019 | 67 |
| -5.9% | May 6, 2019 | 19 | May 31, 2019 | 13 | Jun 19, 2019 | 32 |
| -5.06% | Sep 3, 2021 | 12 | Sep 21, 2021 | 21 | Oct 20, 2021 | 33 |
| -5.03% | Jan 21, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
| -4.56% | May 10, 2021 | 3 | May 12, 2021 | 21 | Jun 11, 2021 | 24 |
| -4.5% | Feb 25, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
Volatility Chart
Current MFS Blended Research Mid Cap Equity Fund volatility is 21.42%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.