Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRWAX (MFS BLENDED RESEARCH GROWTH EQUITY FUND A) | 5.46% | 20.58% | 24.47% | 13.85% | 16.37% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRWAX (MFS BLENDED RESEARCH GROWTH EQUITY FUND A) | 09/18/2015 | 06/08/2026 |
| 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 (%) | -4.45 | 20.58 | 24.47 | 13.85 | 16.37 | NA | NA | … | … | 5.46 | 11.21 | 35.25 | 40.77 | -29.95 | 28.38 | 30.57 | 32.01 | -5.11 | 26.56 | 6.38 | 1.91 |
| Sharpe Ratio | NA | 1.20 | 1.09 | 0.54 | 0.71 | NA | NA | … | … | 0.56 | 0.35 | 1.81 | 2.35 | -1.06 | 1.74 | 0.87 | 2.15 | -0.33 | 3.30 | 0.45 | 0.42 |
| Standard Deviation(%) | NA | 16.02 | 19.28 | 21.26 | 20.84 | NA | NA | … | … | 18.41 | 24.40 | 17.51 | 15.96 | 29.69 | 16.32 | 34.71 | 14.23 | 19.83 | 7.88 | 13.64 | 16.17 |
| Draw Down(%) | NA | 15.19 | 23.88 | 32.26 | 32.26 | NA | NA | … | … | 12.89 | 23.88 | 12.90 | 9.64 | 31.50 | 8.24 | 30.90 | 8.09 | 23.25 | 2.40 | 12.33 | 5.59 |
| Yield(%) | 0.00 | 6.99 | 6.13 | 6.78 | 9.49 | 6.57 | 4.93 | … | … | 0.00 | 7.13 | 6.26 | 0.77 | 1.62 | 19.09 | 7.99 | 5.41 | 6.52 | 1.65 | 0.27 | 0.31 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| BRWAX (MFS BLENDED RESEARCH GROWTH EQUITY FUND A) |
5.50%
Dec 2019 – Dec 2022 |
8.02%
Dec 2017 – Dec 2022 |
14.93%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRWAX (MFS BLENDED RESEARCH GROWTH EQUITY FUND A) |
30.51%
Sep 2022 – Sep 2025 |
21.71%
Oct 2016 – Oct 2021 |
16.85%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart