Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKBX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND B) | 21.72% | 44.91% | 22.94% | 7.95% | 9.59% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKBX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND B) | 09/16/2015 | 06/08/2026 |
| 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.90 | 44.91 | 22.94 | 7.95 | 9.59 | NA | NA | … | … | 21.72 | 32.37 | 13.00 | 8.63 | -19.78 | 2.67 | 8.85 | 17.86 | -17.25 | 37.71 | 13.59 | -3.91 |
| Sharpe Ratio | NA | 2.60 | 1.33 | 0.34 | 0.49 | NA | NA | … | … | 2.66 | 1.93 | 0.69 | 0.40 | -1.09 | 0.18 | 0.30 | 1.30 | -1.05 | 3.98 | 0.72 | -0.77 |
| Standard Deviation(%) | NA | 17.35 | 15.47 | 16.06 | 17.29 | NA | NA | … | … | 22.33 | 15.38 | 13.69 | 12.68 | 19.61 | 15.06 | 28.90 | 12.63 | 17.84 | 9.36 | 18.68 | 16.59 |
| Draw Down(%) | NA | 13.47 | 16.37 | 35.50 | 40.60 | NA | NA | … | … | 13.47 | 14.14 | 9.99 | 11.61 | 31.85 | 12.37 | 34.13 | 11.54 | 27.26 | 4.23 | 12.26 | 11.65 |
| Yield(%) | 0.00 | 1.86 | 1.91 | 1.63 | 2.54 | 1.78 | 1.33 | … | … | 0.00 | 2.08 | 1.74 | 1.80 | 1.55 | 2.71 | 0.69 | 1.13 | 3.44 | 4.92 | 0.84 | 0.30 |
Data as of 06/08/2026, Common starting date is 09/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKBX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND B) |
-5.57%
Jan 2021 – Jan 2024 |
-4.63%
Oct 2017 – Oct 2022 |
7.53%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKBX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND B) |
26.55%
May 2023 – May 2026 |
13.69%
Jan 2016 – Jan 2021 |
10.65%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart