Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRWCX (MFS BLENDED RESEARCH GROWTH EQUITY FUND C) | 4.29% | 18.76% | 22.62% | 12.52% | 15.67% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRWCX (MFS BLENDED RESEARCH GROWTH EQUITY FUND C) | 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 (%) | -3.60 | 18.76 | 22.62 | 12.52 | 15.67 | NA | NA | … | … | 4.29 | 9.93 | 34.26 | 39.65 | -30.43 | 27.48 | 29.50 | 31.10 | -5.86 | 25.68 | 5.62 | 1.77 |
| Sharpe Ratio | NA | 1.14 | 1.04 | 0.50 | 0.67 | NA | NA | … | … | 0.51 | 0.29 | 1.75 | 2.29 | -1.08 | 1.68 | 0.84 | 2.08 | -0.37 | 3.15 | 0.39 | 0.38 |
| Standard Deviation(%) | NA | 16.03 | 19.27 | 21.25 | 20.84 | NA | NA | … | … | 18.43 | 24.50 | 17.52 | 15.89 | 29.70 | 16.34 | 34.63 | 14.26 | 19.87 | 7.97 | 13.73 | 16.33 |
| Draw Down(%) | NA | 15.45 | 23.99 | 32.75 | 32.75 | NA | NA | … | … | 13.02 | 23.99 | 12.97 | 9.83 | 32.03 | 8.36 | 30.95 | 8.19 | 23.37 | 2.58 | 12.33 | 5.69 |
| Yield(%) | 0.00 | 7.38 | 6.04 | 6.71 | 9.32 | 6.28 | 4.71 | … | … | 0.00 | 7.50 | 6.28 | 0.19 | 1.67 | 19.46 | 7.80 | 4.74 | 6.07 | 1.03 | 0.00 | 0.06 |
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 |
|---|---|---|---|---|
| BRWCX (MFS BLENDED RESEARCH GROWTH EQUITY FUND C) |
4.72%
Dec 2019 – Dec 2022 |
7.22%
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 |
|---|---|---|---|---|
| BRWCX (MFS BLENDED RESEARCH GROWTH EQUITY FUND C) |
29.53%
Sep 2022 – Sep 2025 |
20.81%
Oct 2016 – Oct 2021 |
15.98%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart