Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUNX (MFS BLENDED RESEARCH VALUE EQUITY FUND R6) | 15.02% | 26.45% | 18.76% | 11.66% | 12.10% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUNX (MFS BLENDED RESEARCH VALUE EQUITY FUND R6) | 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 | 26.45 | 18.76 | 11.66 | 12.10 | NA | NA | … | … | 15.02 | 4.13 | 12.93 | 14.71 | -4.07 | 26.40 | 1.78 | 23.38 | -8.26 | 16.74 | 14.25 | 3.30 |
| Sharpe Ratio | NA | 2.10 | 1.20 | 0.58 | 0.58 | NA | NA | … | … | 2.53 | 0.07 | 0.84 | 0.87 | -0.27 | 1.95 | 0.04 | 1.87 | -0.63 | 2.16 | 0.97 | 0.75 |
| Standard Deviation(%) | NA | 11.26 | 13.00 | 14.89 | 17.57 | NA | NA | … | … | 12.58 | 19.22 | 11.09 | 12.78 | 20.31 | 13.53 | 37.11 | 11.73 | 15.29 | 7.47 | 14.42 | 16.06 |
| Draw Down(%) | NA | 6.67 | 15.11 | 16.16 | 38.74 | NA | NA | … | … | 6.67 | 13.94 | 7.83 | 9.93 | 16.16 | 6.37 | 38.74 | 7.20 | 18.36 | 4.41 | 11.76 | 5.37 |
| Yield(%) | 0.00 | 11.93 | 10.04 | 8.88 | 8.65 | 6.10 | 4.57 | … | … | 0.00 | 12.56 | 11.54 | 4.07 | 7.49 | 14.52 | 1.93 | 2.72 | 4.43 | 3.98 | 0.83 | 0.99 |
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 |
|---|---|---|---|---|
| BRUNX (MFS BLENDED RESEARCH VALUE EQUITY FUND R6) |
-2.49%
Mar 2017 – Mar 2020 |
5.03%
Oct 2015 – Oct 2020 |
10.33%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUNX (MFS BLENDED RESEARCH VALUE EQUITY FUND R6) |
19.98%
May 2023 – May 2026 |
17.64%
Mar 2020 – Mar 2025 |
12.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart