Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRWRX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R1) | 2.45% | 16.02% | 21.90% | 12.17% | 15.35% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRWRX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R1) | 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 (%) | -5.16 | 16.02 | 21.90 | 12.17 | 15.35 | NA | NA | … | … | 2.45 | 9.95 | 28.30 | 39.68 | -32.01 | 7.99 | 21.35 | 30.98 | -5.80 | 25.68 | 5.52 | 1.87 |
| Sharpe Ratio | NA | 1.15 | 1.04 | 0.50 | 0.67 | NA | NA | … | … | 0.52 | 0.29 | 1.19 | 2.25 | -1.13 | 0.33 | 0.60 | 2.08 | -0.36 | 3.21 | 0.39 | 0.41 |
| Standard Deviation(%) | NA | 16.01 | 19.29 | 21.25 | 20.82 | NA | NA | … | … | 18.43 | 24.52 | 18.26 | 15.90 | 29.70 | 24.27 | 35.00 | 14.23 | 19.82 | 7.85 | 13.74 | 16.30 |
| Draw Down(%) | NA | 15.43 | 23.99 | 32.75 | 32.75 | NA | NA | … | … | 13.00 | 23.99 | 12.94 | 9.83 | 33.57 | 19.46 | 30.95 | 8.19 | 23.31 | 2.50 | 12.41 | 5.69 |
| Yield(%) | 0.00 | 7.33 | 5.99 | 6.70 | 9.20 | 6.26 | 4.70 | … | … | 0.00 | 7.49 | 6.27 | 0.00 | 1.67 | 19.46 | 7.80 | 4.74 | 6.05 | 1.03 | 0.00 | 0.06 |
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 |
|---|---|---|---|---|
| BRWRX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R1) |
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 |
|---|---|---|---|---|
| BRWRX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R1) |
29.54%
Sep 2022 – Sep 2025 |
20.81%
Oct 2016 – Oct 2021 |
15.98%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart