Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKRX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R1) | 24.66% | 46.88% | 24.34% | 9.12% | 10.72% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKRX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R1) | 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 (%) | -3.72 | 46.88 | 24.34 | 9.12 | 10.72 | NA | NA | … | … | 24.66 | 33.41 | 13.82 | 9.50 | -19.19 | 3.31 | 8.87 | 17.79 | -17.25 | 37.75 | 13.58 | -3.91 |
| Sharpe Ratio | NA | 2.66 | 1.39 | 0.39 | 0.52 | NA | NA | … | … | 2.71 | 1.99 | 0.75 | 0.46 | -1.05 | 0.22 | 0.30 | 1.28 | -1.04 | 3.98 | 0.78 | -0.77 |
| Standard Deviation(%) | NA | 17.37 | 15.46 | 16.05 | 17.19 | NA | NA | … | … | 22.31 | 15.40 | 13.60 | 12.71 | 19.63 | 14.99 | 28.84 | 12.73 | 17.91 | 9.36 | 17.11 | 16.59 |
| Draw Down(%) | NA | 13.44 | 16.06 | 34.89 | 40.56 | NA | NA | … | … | 13.44 | 14.05 | 9.96 | 11.48 | 31.48 | 11.81 | 34.10 | 11.60 | 27.30 | 4.17 | 12.26 | 11.65 |
| Yield(%) | 0.00 | 2.60 | 2.74 | 2.25 | 3.14 | 2.10 | 1.58 | … | … | 0.00 | 2.95 | 2.57 | 2.64 | 2.21 | 3.41 | 0.80 | 1.01 | 3.52 | 4.61 | 0.83 | 0.30 |
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 |
|---|---|---|---|---|
| BRKRX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R1) |
-4.89%
Jan 2021 – Jan 2024 |
-4.40%
Oct 2017 – Oct 2022 |
7.90%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKRX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R1) |
27.48%
May 2023 – May 2026 |
13.46%
Feb 2016 – Feb 2021 |
11.09%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart