Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRWSX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R2) | 2.69% | 16.60% | 22.50% | 12.74% | 15.92% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRWSX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R2) | 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 (%) | -5.17 | 16.60 | 22.50 | 12.74 | 15.92 | NA | NA | … | … | 2.69 | 10.90 | 34.98 | 40.35 | -30.10 | 28.10 | 30.20 | 31.68 | -5.31 | 26.30 | 6.01 | 1.91 |
| Sharpe Ratio | NA | 1.18 | 1.08 | 0.52 | 0.70 | NA | NA | … | … | 0.55 | 0.34 | 1.79 | 2.33 | -1.07 | 1.72 | 0.86 | 2.12 | -0.34 | 3.24 | 0.42 | 0.42 |
| Standard Deviation(%) | NA | 16.05 | 19.27 | 21.25 | 20.83 | NA | NA | … | … | 18.46 | 24.36 | 17.53 | 15.93 | 29.69 | 16.30 | 34.64 | 14.25 | 19.80 | 7.95 | 13.75 | 16.15 |
| Draw Down(%) | NA | 15.24 | 23.90 | 32.43 | 32.43 | NA | NA | … | … | 12.90 | 23.90 | 12.93 | 9.71 | 31.72 | 8.27 | 30.95 | 8.19 | 23.29 | 2.48 | 12.41 | 5.59 |
| Yield(%) | 0.00 | 6.97 | 5.86 | 6.59 | 9.31 | 6.36 | 4.77 | … | … | 0.00 | 7.14 | 6.02 | 0.43 | 1.61 | 19.02 | 7.73 | 5.13 | 6.00 | 1.21 | 0.00 | 0.21 |
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 |
|---|---|---|---|---|
| BRWSX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R2) |
5.25%
Dec 2019 – Dec 2022 |
7.77%
Dec 2017 – Dec 2022 |
14.65%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRWSX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R2) |
30.19%
Sep 2022 – Sep 2025 |
21.43%
Oct 2016 – Oct 2021 |
16.56%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart