Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRULX (MFS BLENDED RESEARCH VALUE EQUITY FUND R3) | 12.60% | 23.53% | 17.60% | 10.90% | 11.40% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRULX (MFS BLENDED RESEARCH VALUE EQUITY FUND R3) | 09/18/2015 | 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 (%) | -1.57 | 23.53 | 17.60 | 10.90 | 11.40 | NA | NA | … | … | 12.60 | 4.08 | 12.57 | 14.33 | -4.38 | 25.98 | 1.33 | 22.99 | -8.56 | 16.42 | 13.87 | 3.33 |
| Sharpe Ratio | NA | 2.05 | 1.16 | 0.56 | 0.56 | NA | NA | … | … | 2.47 | 0.07 | 0.81 | 0.84 | -0.29 | 1.92 | 0.03 | 1.84 | -0.65 | 2.11 | 0.94 | 0.75 |
| Standard Deviation(%) | NA | 11.31 | 13.03 | 14.89 | 17.57 | NA | NA | … | … | 12.71 | 19.09 | 11.10 | 12.77 | 20.25 | 13.55 | 37.10 | 11.70 | 15.27 | 7.51 | 14.49 | 16.18 |
| Draw Down(%) | NA | 6.76 | 15.19 | 16.29 | 38.79 | NA | NA | … | … | 6.76 | 13.95 | 7.82 | 9.98 | 16.29 | 6.40 | 38.79 | 7.22 | 18.51 | 4.58 | 11.76 | 5.44 |
| Yield(%) | 0.00 | 11.66 | 9.72 | 8.64 | 8.16 | 5.81 | 4.36 | … | … | 0.00 | 12.25 | 11.24 | 3.74 | 7.21 | 14.39 | 1.57 | 2.33 | 4.06 | 3.65 | 0.55 | 0.91 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| BRULX (MFS BLENDED RESEARCH VALUE EQUITY FUND R3) |
-2.82%
Mar 2017 – Mar 2020 |
4.68%
Oct 2015 – Oct 2020 |
9.97%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRULX (MFS BLENDED RESEARCH VALUE EQUITY FUND R3) |
19.59%
May 2023 – May 2026 |
17.23%
Mar 2020 – Mar 2025 |
11.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart