Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUKX (MFS BLENDED RESEARCH VALUE EQUITY FUND R2) | 14.73% | 25.68% | 18.08% | 11.02% | 11.45% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUKX (MFS BLENDED RESEARCH VALUE EQUITY FUND R2) | 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 | 25.68 | 18.08 | 11.02 | 11.45 | NA | NA | … | … | 14.73 | 4.02 | 12.24 | 14.08 | -4.61 | 25.60 | 1.14 | 22.76 | -8.83 | 16.08 | 13.61 | 3.25 |
| Sharpe Ratio | NA | 2.03 | 1.14 | 0.54 | 0.54 | NA | NA | … | … | 2.46 | 0.06 | 0.78 | 0.82 | -0.30 | 1.89 | 0.02 | 1.82 | -0.67 | 2.06 | 0.92 | 0.73 |
| Standard Deviation(%) | NA | 11.31 | 13.00 | 14.88 | 17.57 | NA | NA | … | … | 12.62 | 18.96 | 11.05 | 12.82 | 20.28 | 13.53 | 37.10 | 11.72 | 15.34 | 7.51 | 14.49 | 16.13 |
| Draw Down(%) | NA | 6.71 | 15.22 | 16.48 | 38.78 | NA | NA | … | … | 6.71 | 14.02 | 7.79 | 10.00 | 16.48 | 6.48 | 38.78 | 7.24 | 18.69 | 4.58 | 11.86 | 5.43 |
| Yield(%) | 0.00 | 11.44 | 9.47 | 8.38 | 7.91 | 5.56 | 4.17 | … | … | 0.00 | 12.01 | 10.97 | 3.49 | 6.99 | 13.85 | 1.39 | 2.07 | 3.86 | 3.41 | 0.29 | 0.83 |
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 |
|---|---|---|---|---|
| BRUKX (MFS BLENDED RESEARCH VALUE EQUITY FUND R2) |
-3.07%
Mar 2017 – Mar 2020 |
4.41%
Oct 2015 – Oct 2020 |
9.69%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUKX (MFS BLENDED RESEARCH VALUE EQUITY FUND R2) |
19.30%
May 2023 – May 2026 |
16.94%
Mar 2020 – Mar 2025 |
11.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart