Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMSSX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R2) | 11.26% | 17.22% | 16.64% | 9.47% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/24/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMSSX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R2) | 08/24/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.97 | 17.22 | 16.64 | 9.47 | NA | NA | NA | … | … | 11.26 | 7.45 | 18.77 | 19.08 | -14.11 | 25.95 | 9.87 | 29.55 | -11.62 | 18.51 | 4.20 |
| Sharpe Ratio | NA | 1.18 | 0.89 | 0.39 | NA | NA | NA | … | … | 1.76 | 0.23 | 1.05 | 0.95 | -0.63 | 1.70 | 0.25 | 2.14 | -0.80 | 2.11 | 1.03 |
| Standard Deviation(%) | NA | 14.37 | 16.65 | 18.42 | NA | NA | NA | … | … | 15.89 | 19.87 | 14.42 | 16.35 | 24.66 | 15.21 | 38.55 | 13.14 | 16.34 | 8.49 | 11.74 |
| Draw Down(%) | NA | 9.21 | 22.41 | 22.41 | NA | NA | NA | … | … | 9.21 | 20.30 | 8.54 | 13.52 | 21.81 | 7.01 | 41.06 | 7.09 | 21.39 | 3.29 | 4.46 |
| Yield(%) | 0.00 | 2.67 | 5.91 | 7.35 | 7.45 | 4.96 | 3.72 | … | … | 0.00 | 2.72 | 11.36 | 2.26 | 3.87 | 23.38 | 0.72 | 5.46 | 6.18 | 3.43 | 0.30 |
Data as of 06/10/2026, Common starting date is 08/24/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMSSX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R2) |
-1.70%
Mar 2017 – Mar 2020 |
5.86%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMSSX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R2) |
21.48%
Dec 2018 – Dec 2021 |
17.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart