Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKVX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R6) | 21.56% | 44.38% | 23.64% | 8.96% | 11.02% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKVX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R6) | 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 | 44.38 | 23.64 | 8.96 | 11.02 | NA | NA | … | … | 21.56 | 33.90 | 14.12 | 9.88 | -18.89 | 3.74 | 10.09 | 19.13 | -16.32 | 39.26 | 14.73 | -3.61 |
| Sharpe Ratio | NA | 2.69 | 1.42 | 0.42 | 0.56 | NA | NA | … | … | 2.74 | 2.03 | 0.77 | 0.50 | -1.04 | 0.25 | 0.34 | 1.39 | -0.99 | 4.13 | 0.85 | -0.71 |
| Standard Deviation(%) | NA | 17.36 | 15.46 | 16.02 | 17.17 | NA | NA | … | … | 22.34 | 15.38 | 13.68 | 12.62 | 19.54 | 14.97 | 28.87 | 12.74 | 17.86 | 9.38 | 17.08 | 16.58 |
| Draw Down(%) | NA | 13.39 | 15.92 | 34.53 | 39.15 | NA | NA | … | … | 13.39 | 14.09 | 9.97 | 11.35 | 31.28 | 11.62 | 34.02 | 11.25 | 26.53 | 4.18 | 12.16 | 11.62 |
| Yield(%) | 0.00 | 2.92 | 3.09 | 2.54 | 3.91 | 2.68 | 2.01 | … | … | 0.00 | 3.31 | 2.92 | 2.99 | 2.49 | 3.82 | 1.75 | 2.19 | 4.21 | 5.90 | 1.69 | 0.61 |
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 |
|---|---|---|---|---|
| BRKVX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R6) |
-4.53%
Jan 2021 – Jan 2024 |
-3.58%
Oct 2017 – Oct 2022 |
8.69%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKVX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R6) |
27.90%
May 2023 – May 2026 |
14.69%
Feb 2016 – Feb 2021 |
11.85%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart