Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRWTX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R3) | 2.77% | 16.89% | 22.81% | 13.01% | 16.21% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRWTX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R3) | 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 | 16.89 | 22.81 | 13.01 | 16.21 | NA | NA | … | … | 2.77 | 11.25 | 35.30 | 40.72 | -29.91 | 28.37 | 30.56 | 31.99 | -5.13 | 26.72 | 6.25 | 1.99 |
| Sharpe Ratio | NA | 1.20 | 1.09 | 0.54 | 0.71 | NA | NA | … | … | 0.56 | 0.35 | 1.81 | 2.35 | -1.06 | 1.73 | 0.87 | 2.16 | -0.33 | 3.31 | 0.44 | 0.44 |
| Standard Deviation(%) | NA | 16.00 | 19.27 | 21.24 | 20.81 | NA | NA | … | … | 18.40 | 24.40 | 17.51 | 15.91 | 29.65 | 16.34 | 34.62 | 14.15 | 19.83 | 7.91 | 13.67 | 16.18 |
| Draw Down(%) | NA | 15.15 | 23.90 | 32.24 | 32.24 | NA | NA | … | … | 12.84 | 23.90 | 12.91 | 9.64 | 31.49 | 8.31 | 30.91 | 8.12 | 23.20 | 2.48 | 12.32 | 5.59 |
| Yield(%) | 0.00 | 6.91 | 5.95 | 6.65 | 9.54 | 6.53 | 4.90 | … | … | 0.00 | 7.08 | 6.16 | 0.64 | 1.62 | 19.02 | 8.00 | 5.41 | 6.52 | 1.37 | 0.15 | 0.28 |
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 |
|---|---|---|---|---|
| BRWTX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R3) |
5.51%
Dec 2019 – Dec 2022 |
8.02%
Dec 2017 – Dec 2022 |
14.94%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRWTX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R3) |
30.51%
Sep 2022 – Sep 2025 |
21.73%
Oct 2016 – Oct 2021 |
16.86%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart