Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRWVX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R6) | 2.96% | 17.31% | 23.21% | 13.39% | 16.60% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRWVX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R6) | 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 (%) | -5.13 | 17.31 | 23.21 | 13.39 | 16.60 | NA | NA | … | … | 2.96 | 11.38 | 35.72 | 41.14 | -29.67 | 28.83 | 31.05 | 32.48 | -4.84 | 27.18 | 6.53 | 2.07 |
| Sharpe Ratio | NA | 1.23 | 1.11 | 0.55 | 0.73 | NA | NA | … | … | 0.59 | 0.36 | 1.83 | 2.37 | -1.05 | 1.77 | 0.88 | 2.17 | -0.31 | 3.38 | 0.46 | 0.46 |
| Standard Deviation(%) | NA | 15.98 | 19.26 | 21.24 | 20.84 | NA | NA | … | … | 18.37 | 24.42 | 17.51 | 15.94 | 29.67 | 16.29 | 34.77 | 14.26 | 19.84 | 7.87 | 13.69 | 16.05 |
| Draw Down(%) | NA | 15.08 | 23.82 | 32.05 | 32.05 | NA | NA | … | … | 12.81 | 23.82 | 12.86 | 9.58 | 31.30 | 8.30 | 30.87 | 8.11 | 23.16 | 2.48 | 12.32 | 5.59 |
| Yield(%) | 0.00 | 7.12 | 6.28 | 6.89 | 10.01 | 6.86 | 5.14 | … | … | 0.00 | 7.31 | 6.51 | 0.97 | 1.72 | 19.32 | 8.34 | 5.82 | 6.88 | 1.73 | 0.44 | 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 |
|---|---|---|---|---|
| BRWVX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R6) |
5.89%
Dec 2019 – Dec 2022 |
8.40%
Dec 2017 – Dec 2022 |
15.32%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRWVX (MFS BLENDED RESEARCH GROWTH EQUITY FUND R6) |
30.93%
Sep 2022 – Sep 2025 |
22.13%
Oct 2016 – Oct 2021 |
17.25%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart