Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKSX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R2) | 21.27% | 43.59% | 22.94% | 8.32% | 10.37% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKSX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R2) | 09/16/2015 | 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.80 | 43.59 | 22.94 | 8.32 | 10.37 | NA | NA | … | … | 21.27 | 33.11 | 13.54 | 9.16 | -19.35 | 3.15 | 9.42 | 18.42 | -16.86 | 38.44 | 14.15 | -3.76 |
| Sharpe Ratio | NA | 2.63 | 1.37 | 0.38 | 0.52 | NA | NA | … | … | 2.69 | 1.97 | 0.73 | 0.44 | -1.06 | 0.21 | 0.32 | 1.34 | -1.03 | 4.07 | 0.82 | -0.75 |
| Standard Deviation(%) | NA | 17.39 | 15.47 | 16.05 | 17.17 | NA | NA | … | … | 22.33 | 15.43 | 13.64 | 12.65 | 19.62 | 15.00 | 28.84 | 12.67 | 17.86 | 9.32 | 17.04 | 16.50 |
| Draw Down(%) | NA | 13.46 | 16.12 | 35.07 | 39.90 | NA | NA | … | … | 13.46 | 14.09 | 9.97 | 11.51 | 31.60 | 11.98 | 34.00 | 11.38 | 26.97 | 4.20 | 12.26 | 11.63 |
| Yield(%) | 0.00 | 2.34 | 2.45 | 2.05 | 3.19 | 2.18 | 1.64 | … | … | 0.00 | 2.64 | 2.28 | 2.36 | 1.98 | 3.25 | 1.23 | 1.53 | 3.83 | 5.20 | 1.09 | 0.45 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| BRKSX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R2) |
-5.11%
Jan 2021 – Jan 2024 |
-4.15%
Oct 2017 – Oct 2022 |
8.06%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKSX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R2) |
27.17%
May 2023 – May 2026 |
14.02%
Feb 2016 – Feb 2021 |
11.21%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart