Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSSX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R2) | 9.51% | 21.45% | 10.21% | 3.82% | 8.58% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSSX (MFS BLENDED RESEARCH SMALL CAP 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 (%) | -2.34 | 21.45 | 10.21 | 3.82 | 8.58 | NA | NA | … | … | 9.51 | 1.16 | 4.25 | 18.18 | -18.81 | 28.36 | 1.54 | 25.63 | -5.94 | 13.20 | 19.73 | -2.69 |
| Sharpe Ratio | NA | 1.21 | 0.41 | 0.07 | 0.30 | NA | NA | … | … | 1.08 | -0.07 | 0.03 | 0.74 | -0.73 | 1.39 | 0.03 | 1.54 | -0.42 | 1.03 | 1.10 | -0.49 |
| Standard Deviation(%) | NA | 18.87 | 21.03 | 22.25 | 23.23 | NA | NA | … | … | 20.67 | 24.71 | 19.49 | 19.76 | 27.68 | 20.42 | 42.83 | 15.71 | 17.66 | 12.24 | 17.72 | 18.35 |
| Draw Down(%) | NA | 10.37 | 29.21 | 29.21 | 45.25 | NA | NA | … | … | 10.37 | 25.73 | 10.26 | 15.44 | 25.30 | 9.80 | 45.25 | 11.97 | 24.95 | 6.03 | 14.84 | 7.77 |
| Yield(%) | 0.00 | 6.41 | 4.94 | 5.25 | 5.75 | 3.94 | 2.96 | … | … | 0.00 | 6.10 | 7.12 | 0.40 | 3.28 | 14.79 | 0.27 | 1.87 | 4.97 | 3.29 | 0.44 | 0.17 |
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 |
|---|---|---|---|---|
| BRSSX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R2) |
-4.46%
Mar 2017 – Mar 2020 |
2.36%
Sep 2018 – Sep 2023 |
7.78%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSSX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R2) |
17.98%
Feb 2016 – Feb 2019 |
14.61%
Feb 2016 – Feb 2021 |
9.77%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart