Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUHX (MFS BLENDED RESEARCH VALUE EQUITY FUND I) | 14.94% | 26.31% | 18.67% | 11.56% | 12.02% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUHX (MFS BLENDED RESEARCH VALUE EQUITY FUND I) | 09/18/2015 | 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 (%) | -0.22 | 26.31 | 18.67 | 11.56 | 12.02 | NA | NA | … | … | 14.94 | 4.14 | 12.81 | 14.59 | -4.15 | 26.25 | 1.68 | 23.72 | -8.40 | 16.68 | 14.13 | 3.29 |
| Sharpe Ratio | NA | 2.09 | 1.19 | 0.58 | 0.57 | NA | NA | … | … | 2.50 | 0.07 | 0.83 | 0.87 | -0.28 | 1.93 | 0.04 | 1.91 | -0.64 | 2.15 | 0.96 | 0.74 |
| Standard Deviation(%) | NA | 11.25 | 13.00 | 14.88 | 17.57 | NA | NA | … | … | 12.64 | 19.18 | 11.10 | 12.74 | 20.30 | 13.56 | 37.08 | 11.67 | 15.34 | 7.50 | 14.49 | 16.15 |
| Draw Down(%) | NA | 6.69 | 15.10 | 16.21 | 38.77 | NA | NA | … | … | 6.69 | 13.98 | 7.81 | 9.89 | 16.21 | 6.39 | 38.77 | 7.21 | 18.42 | 4.49 | 11.76 | 5.38 |
| Yield(%) | 0.00 | 11.90 | 9.99 | 8.83 | 8.58 | 6.06 | 4.54 | … | … | 0.00 | 12.51 | 11.49 | 4.01 | 7.44 | 14.50 | 1.84 | 2.90 | 4.37 | 3.92 | 0.82 | 0.98 |
Data as of 06/11/2026, Common starting date is 09/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUHX (MFS BLENDED RESEARCH VALUE EQUITY FUND I) |
-2.50%
Mar 2017 – Mar 2020 |
5.00%
Oct 2015 – Oct 2020 |
10.27%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUHX (MFS BLENDED RESEARCH VALUE EQUITY FUND I) |
19.89%
May 2023 – May 2026 |
17.53%
Mar 2020 – Mar 2025 |
12.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart