Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKCX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND C) | 24.30% | 45.76% | 23.42% | 8.32% | 10.28% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKCX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND C) | 09/16/2015 | 06/11/2026 |
| 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 (%) | -3.73 | 45.76 | 23.42 | 8.32 | 10.28 | NA | NA | … | … | 24.30 | 32.36 | 13.02 | 8.64 | -19.78 | 2.65 | 8.83 | 17.87 | -17.27 | 37.84 | 13.48 | -3.89 |
| Sharpe Ratio | NA | 2.60 | 1.33 | 0.34 | 0.49 | NA | NA | … | … | 2.66 | 1.93 | 0.69 | 0.40 | -1.08 | 0.18 | 0.30 | 1.29 | -1.05 | 4.00 | 0.78 | -0.77 |
| Standard Deviation(%) | NA | 17.37 | 15.45 | 16.04 | 17.16 | NA | NA | … | … | 22.35 | 15.35 | 13.66 | 12.60 | 19.63 | 14.96 | 28.83 | 12.69 | 17.84 | 9.34 | 17.06 | 16.59 |
| Draw Down(%) | NA | 13.49 | 16.33 | 35.48 | 40.57 | NA | NA | … | … | 13.49 | 14.07 | 9.97 | 11.60 | 31.81 | 12.28 | 34.10 | 11.57 | 27.26 | 4.25 | 12.26 | 11.65 |
| Yield(%) | 0.00 | 2.14 | 1.91 | 1.58 | 2.62 | 1.76 | 1.32 | … | … | 0.00 | 2.43 | 1.44 | 1.74 | 1.36 | 2.55 | 0.74 | 0.91 | 3.48 | 4.93 | 1.15 | 0.32 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| BRKCX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND C) |
-5.57%
Jan 2021 – Jan 2024 |
-4.64%
Oct 2017 – Oct 2022 |
7.52%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKCX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND C) |
26.56%
May 2023 – May 2026 |
13.46%
Feb 2016 – Feb 2021 |
10.65%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart