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 | -0.73 | 0 |
| 2015 | -0.4 | 2.32 | -0.49 | 0.2 | 0.39 | -0.39 | 1.28 | -2.24 | -1.1 | 2.62 | -0.2 | -0.6 | 1.3 |
| 2016 | -1 | -0.61 | 1.22 | 0.3 | 0.4 | -0.2 | 0.8 | 0.1 | -0.5 | -0.5 | -0.8 | -0.16 | -1 |
| 2017 | 1.14 | 0.62 | 0.61 | 1.22 | 1.9 | 0 | 0.39 | 0.1 | -0.1 | 0.78 | -0.1 | -0.05 | 6.7 |
| 2018 | 1.96 | -0.19 | -0.1 | 0 | 0.39 | 0.48 | 0.86 | 0 | 0.19 | -1.33 | 0.67 | -0.82 | 2.1 |
| 2019 | 1.35 | 1.72 | 0.84 | 1.3 | 0.37 | 1.19 | 0.09 | 1.08 | -0.62 | 0 | 0.63 | -0.09 | 8.1 |
| 2020 | 0.98 | 0 | 0.53 | 1.76 | 0.09 | 0.26 | 0.78 | -0.51 | 0.03 | -1.03 | 0.17 | -0.2 | 2.9 |
| 2021 | -1.3 | -0.67 | 0.35 | 1.2 | 0.52 | -0.35 | 0.96 | 0.6 | -0.86 | 0.61 | 0 | 0.17 | 1.2 |
| 2022 | -1.29 | -1.3 | -0.7 | -0.35 | 0.62 | -1.06 | 1.07 | -0.88 | -1.07 | 0.72 | 2.15 | -0.7 | -2.8 |
| 2023 | 0.71 | -1.23 | 1.15 | 1.05 | -0.09 | 0.96 | -0.17 | 0.95 | -0.85 | 1.03 | 1.37 | -0.34 | 4.6 |
| 2024 | 1.27 | 1.83 | 1.06 | -0.65 | 0 | 5.2 |