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 | -0.4 | 0 | -0.5 | 0.61 | 1.2 | -0.84 | 0 |
| 2015 | -0.5 | 2.22 | -0.59 | 0.2 | 0.1 | -0.3 | 1.19 | -2.35 | -1.2 | 2.54 | -0.3 | -0.59 | 0.3 |
| 2016 | -1.21 | -0.61 | 1.23 | 0.1 | 0.3 | -0.3 | 0.81 | 0 | -0.6 | -0.5 | -1.01 | -0.16 | -2 |
| 2017 | 1.05 | 0.52 | 0.52 | 1.14 | 1.84 | 0 | 0.2 | 0 | -0.2 | 0.8 | -0.2 | -0.1 | 5.7 |
| 2018 | 1.79 | -0.2 | -0.29 | 0 | 0.3 | 0.39 | 0.78 | -0.1 | 0.1 | -1.45 | 0.59 | -0.88 | 1 |
| 2019 | 1.28 | 1.66 | 0.77 | 1.14 | 0.28 | 1.13 | 0.09 | 0.93 | -0.73 | 0 | 0.46 | 0.46 | 7.7 |
| 2020 | 0.82 | 0 | 0.36 | 1.72 | -1.61 | 1.82 | 0.71 | -0.62 | 0.18 | -1.06 | 0 | -0.27 | 2 |
| 2021 | -1.35 | -0.64 | 0.27 | 0.91 | 0.45 | -0.36 | 0.9 | 0.45 | -0.89 | 0.45 | -0.09 | 0.27 | 0.4 |
| 2022 | -1.43 | -1.36 | -0.74 | -0.46 | 0.56 | -1.11 | 0.94 | -0.93 | -1.12 | 0.57 | 2.07 | -0.09 | -3.1 |
| 2023 | 0.55 | -1.29 | 1.12 | 0.92 | -0.09 | 0.82 | -0.27 | 0.91 | -0.9 | 0.91 | 1.26 | 0.36 | 4.3 |
| 2024 | 1.15 | 1.84 | 0.95 | -0.6 | 5.3 |