Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRWBX (MFS BLENDED RESEARCH GROWTH EQUITY FUND B) | 5.14% | 19.71% | 23.54% | 13.00% | 15.52% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRWBX (MFS BLENDED RESEARCH GROWTH EQUITY FUND B) | 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 (%) | -4.46 | 19.71 | 23.54 | 13.00 | 15.52 | NA | NA | … | … | 5.14 | 9.95 | 34.26 | 39.65 | -30.42 | 27.46 | 29.48 | 31.07 | -5.81 | 25.68 | 5.62 | 1.78 |
| Sharpe Ratio | NA | 1.14 | 1.04 | 0.50 | 0.67 | NA | NA | … | … | 0.52 | 0.29 | 1.75 | 2.27 | -1.08 | 1.68 | 0.84 | 2.07 | -0.36 | 3.15 | 0.40 | 0.38 |
| Standard Deviation(%) | NA | 16.02 | 19.29 | 21.25 | 20.85 | NA | NA | … | … | 18.41 | 24.53 | 17.52 | 15.98 | 29.61 | 16.33 | 34.72 | 14.31 | 19.84 | 7.98 | 13.65 | 16.34 |
| Draw Down(%) | NA | 15.46 | 23.99 | 32.79 | 32.79 | NA | NA | … | … | 13.03 | 23.99 | 12.94 | 9.88 | 32.01 | 8.35 | 30.99 | 8.19 | 23.37 | 2.50 | 12.33 | 5.69 |
| Yield(%) | 0.00 | 7.37 | 6.09 | 6.78 | 9.10 | 6.27 | 4.70 | … | … | 0.00 | 7.49 | 6.27 | 0.07 | 1.67 | 19.45 | 7.80 | 4.74 | 6.05 | 1.03 | 0.00 | 0.07 |
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 |
|---|---|---|---|---|
| BRWBX (MFS BLENDED RESEARCH GROWTH EQUITY FUND B) |
4.72%
Dec 2019 – Dec 2022 |
7.23%
Dec 2017 – Dec 2022 |
14.08%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRWBX (MFS BLENDED RESEARCH GROWTH EQUITY FUND B) |
29.53%
Sep 2022 – Sep 2025 |
20.82%
Oct 2016 – Oct 2021 |
15.98%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart