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 | -0.86 | 0 |
| 2015 | -0.5 | 2.23 | -0.59 | 0.2 | 0.2 | -0.4 | 1.2 | -2.36 | -1.11 | 2.45 | -0.2 | -0.7 | 0.3 |
| 2016 | -1.11 | -0.72 | 1.24 | 0.1 | 0.41 | -0.3 | 0.71 | 0 | -0.6 | -0.51 | -0.92 | -0.26 | -2 |
| 2017 | 1.17 | 0.52 | 0.42 | 1.14 | 1.85 | 0 | 0.2 | 0 | -0.1 | 0.7 | -0.2 | -0.1 | 5.7 |
| 2018 | 1.8 | -0.2 | -0.2 | -0.1 | 0.4 | 0.3 | 0.88 | -0.19 | 0.1 | -1.36 | 0.59 | -0.98 | 1 |
| 2019 | 1.39 | 1.57 | 0.77 | 1.15 | 0.38 | 1.04 | 0.09 | 0.93 | -0.74 | 0 | 0.56 | 0.37 | 7.7 |
| 2020 | 0.83 | 0 | 0.37 | 1.73 | -1.14 | 1.42 | 0.62 | -0.62 | 0.1 | -1.07 | 0 | -0.28 | 1.9 |
| 2021 | -1.36 | -0.55 | 0.18 | 0.92 | 0.55 | -0.45 | 0.91 | 0.45 | -0.9 | 0.54 | -0.18 | 0.27 | 0.4 |
| 2022 | -1.44 | -1.28 | -0.74 | -0.56 | 0.66 | -1.21 | 1.04 | -1.03 | -1.13 | 0.67 | 2.08 | -0.19 | -3.2 |
| 2023 | 0.65 | -1.29 | 1.12 | 0.93 | -0.18 | 0.83 | -0.18 | 0.82 | -0.9 | 0.91 | 1.27 | 0.45 | 4.5 |
| 2024 | 1.07 | 1.85 | 0.95 | -0.34 | 5.2 |