Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRWJX (MFS BLENDED RESEARCH GROWTH EQUITY FUND I) | 2.90% | 17.22% | 23.12% | 13.30% | 16.51% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRWJX (MFS BLENDED RESEARCH GROWTH EQUITY FUND I) | 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 (%) | -5.14 | 17.22 | 23.12 | 13.30 | 16.51 | NA | NA | … | … | 2.90 | 11.37 | 35.62 | 41.06 | -29.75 | 28.77 | 30.81 | 32.39 | -4.81 | 26.92 | 6.62 | 1.96 |
| Sharpe Ratio | NA | 1.22 | 1.11 | 0.55 | 0.72 | NA | NA | … | … | 0.58 | 0.35 | 1.82 | 2.37 | -1.05 | 1.76 | 0.88 | 2.18 | -0.31 | 3.30 | 0.47 | 0.43 |
| Standard Deviation(%) | NA | 16.03 | 19.29 | 21.26 | 20.84 | NA | NA | … | … | 18.44 | 24.43 | 17.55 | 15.92 | 29.69 | 16.32 | 34.65 | 14.20 | 19.88 | 7.99 | 13.68 | 16.06 |
| Draw Down(%) | NA | 15.10 | 23.84 | 32.12 | 32.12 | NA | NA | … | … | 12.81 | 23.84 | 12.89 | 9.60 | 31.34 | 8.25 | 30.89 | 8.12 | 23.21 | 2.39 | 12.23 | 5.59 |
| Yield(%) | 0.00 | 7.08 | 6.21 | 6.84 | 9.91 | 6.79 | 5.09 | … | … | 0.00 | 7.27 | 6.44 | 0.87 | 1.69 | 19.30 | 8.25 | 5.73 | 6.83 | 1.56 | 0.42 | 0.36 |
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 |
|---|---|---|---|---|
| BRWJX (MFS BLENDED RESEARCH GROWTH EQUITY FUND I) |
5.77%
Dec 2019 – Dec 2022 |
8.32%
Dec 2017 – Dec 2022 |
15.23%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRWJX (MFS BLENDED RESEARCH GROWTH EQUITY FUND I) |
30.84%
Sep 2022 – Sep 2025 |
22.04%
Oct 2016 – Oct 2021 |
17.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart