MFS Managed Wealth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | 0 | 0 | 0 | 0 | 0 | 0 | -0.3 | 0.1 | -0.4 | 0.6 | 1.3 | -0.64 | 0 |
| 2015 | -0.5 | 2.32 | -0.49 | 0.2 | 0.39 | -0.39 | 1.28 | -2.34 | -1 | 2.52 | -0.2 | -0.58 | 1.1 |
| 2016 | -1 | -0.61 | 1.22 | 0.2 | 0.4 | -0.2 | 0.8 | 0.1 | -0.6 | -0.4 | -0.9 | -0.16 | -1.2 |
| 2017 | 1.25 | 0.51 | 0.61 | 1.12 | 1.91 | 0.1 | 0.3 | 0.1 | -0.1 | 0.88 | -0.2 | 0.01 | 6.7 |
| 2018 | 1.87 | -0.1 | -0.19 | 0 | 0.39 | 0.48 | 0.86 | -0.1 | 0.19 | -1.33 | 0.67 | -0.78 | 2 |
| 2019 | 1.36 | 1.72 | 0.85 | 1.21 | 0.37 | 1.19 | 0.18 | 0.99 | -0.63 | 0 | 0.63 | 0 | 8.1 |
| 2020 | 0.9 | 0.09 | 0.44 | 1.77 | 0.09 | 0.35 | 0.69 | -0.51 | 0.1 | -1.03 | 0.09 | -0.28 | 2.7 |
| 2021 | -1.31 | -0.53 | 0.36 | 0.97 | 0.61 | -0.35 | 0.87 | 0.52 | -0.78 | 0.52 | 0 | 0.26 | 1.1 |
| 2022 | -1.29 | -1.31 | -0.71 | -0.45 | 0.72 | -1.07 | 0.99 | -0.89 | -1.08 | 0.73 | 2.16 | -0.09 | -2.3 |
| 2023 | 0.62 | -1.23 | 1.24 | 0.96 | -0.09 | 0.87 | -0.09 | 0.86 | -0.86 | 1.04 | 1.28 | 0 | 4.7 |
| 2024 | 1.18 | 1.83 | 1.06 | -0.73 | 5.1 |