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MFS Blended Research Mid Cap Equity Fund (BMSLX)

Mutual Fund · Currency in USD · Last updated Apr 1, 2023

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


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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.


60.00%65.00%70.00%75.00%80.00%85.00%90.00%95.00%NovemberDecember2023FebruaryMarch
80.99%
88.17%
BMSLX (MFS Blended Research Mid Cap Equity Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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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.


PeriodReturnBenchmark
1 month-2.34%3.51%
Year-To-Date4.57%7.03%
6 months13.23%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


JanFebMarAprMayJunJulAugSepOctNovDec
20238.77%-1.56%
2022-8.01%11.20%3.08%-5.27%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current MFS Blended Research Mid Cap Equity Fund Sharpe ratio is -0.25. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.000.20NovemberDecember2023FebruaryMarch
-0.25
-0.46
BMSLX (MFS Blended Research Mid Cap Equity Fund)
Benchmark (^GSPC)

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.


PeriodTTM2022202120202019201820172016
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-25.00%-20.00%-15.00%-10.00%-5.00%NovemberDecember2023FebruaryMarch
-10.30%
-14.33%
BMSLX (MFS Blended Research Mid Cap Equity Fund)
Benchmark (^GSPC)

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, 202022Mar 23, 2020166Nov 16, 2020188
-21.95%Nov 17, 2021215Sep 26, 2022
-21.01%Sep 24, 201864Dec 24, 201882Apr 24, 2019146
-10.21%Jan 29, 20189Feb 8, 2018156Sep 21, 2018165
-7%Jul 31, 201911Aug 14, 201956Nov 1, 201967
-5.9%May 6, 201919May 31, 201913Jun 19, 201932
-5.06%Sep 3, 202112Sep 21, 202121Oct 20, 202133
-5.03%Jan 21, 20217Jan 29, 20216Feb 8, 202113
-4.56%May 10, 20213May 12, 202121Jun 11, 202124
-4.5%Feb 25, 20216Mar 4, 20215Mar 11, 202111

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.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%NovemberDecember2023FebruaryMarch
21.42%
15.42%
BMSLX (MFS Blended Research Mid Cap Equity Fund)
Benchmark (^GSPC)