Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUJX (MFS BLENDED RESEARCH VALUE EQUITY FUND R1) | 14.87% | 26.03% | 18.39% | 11.30% | 11.31% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUJX (MFS BLENDED RESEARCH VALUE EQUITY FUND R1) | 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 | 26.03 | 18.39 | 11.30 | 11.31 | NA | NA | … | … | 14.87 | 3.97 | 12.56 | 14.34 | -4.34 | 25.49 | 0.64 | 22.15 | -9.31 | 15.49 | 13.04 | 3.10 |
| Sharpe Ratio | NA | 2.06 | 1.16 | 0.56 | 0.53 | NA | NA | … | … | 2.48 | 0.06 | 0.80 | 0.84 | -0.29 | 1.88 | 0.01 | 1.76 | -0.70 | 2.00 | 0.88 | 0.70 |
| Standard Deviation(%) | NA | 11.31 | 13.03 | 14.91 | 17.58 | NA | NA | … | … | 12.65 | 19.18 | 11.12 | 12.81 | 20.28 | 13.57 | 37.09 | 11.74 | 15.29 | 7.46 | 14.50 | 16.01 |
| Draw Down(%) | NA | 6.75 | 15.22 | 16.35 | 38.89 | NA | NA | … | … | 6.75 | 14.02 | 7.87 | 10.03 | 16.35 | 6.39 | 38.89 | 7.27 | 19.08 | 4.68 | 11.86 | 5.47 |
| Yield(%) | 0.00 | 11.74 | 9.78 | 8.61 | 7.79 | 5.46 | 4.10 | … | … | 0.00 | 12.34 | 11.28 | 3.78 | 7.24 | 13.85 | 0.98 | 1.50 | 3.35 | 2.88 | 0.00 | 0.68 |
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 |
|---|---|---|---|---|
| BRUJX (MFS BLENDED RESEARCH VALUE EQUITY FUND R1) |
-3.54%
Mar 2017 – Mar 2020 |
3.90%
Oct 2015 – Oct 2020 |
9.51%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUJX (MFS BLENDED RESEARCH VALUE EQUITY FUND R1) |
19.59%
May 2023 – May 2026 |
17.03%
Mar 2020 – Mar 2025 |
11.51%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart