Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUERX (MFS BLENDED RESEARCH CORE EQUITY FUND R1) | 5.67% | 18.30% | 19.07% | 6.85% | 9.78% | 10.18% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUERX (MFS BLENDED RESEARCH CORE EQUITY FUND R1) | 09/04/2008 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.42 | 18.30 | 19.07 | 6.85 | 9.78 | 10.18 | NA | … | … | 5.67 | 8.80 | 12.47 | 23.00 | -23.23 | 9.61 | 7.21 | 27.30 | -8.75 | 19.45 | 7.28 | -0.05 | 10.97 | 34.66 | 14.14 | 0.97 | 15.32 | 24.24 | -26.58 |
| Sharpe Ratio | NA | 1.54 | 1.12 | 0.25 | 0.43 | NA | NA | … | … | 1.08 | 0.30 | 0.35 | 1.39 | -0.99 | 0.46 | 0.19 | 2.02 | -0.58 | 2.72 | 0.53 | 0.00 | 0.92 | 3.05 | 1.09 | 0.04 | 0.85 | 0.89 | -0.95 |
| Standard Deviation(%) | NA | 12.47 | 15.18 | 18.82 | 19.29 | NA | NA | … | … | 14.25 | 20.17 | 16.56 | 13.63 | 25.02 | 21.01 | 35.74 | 12.80 | 17.28 | 6.95 | 13.43 | 15.69 | 11.85 | 11.35 | 13.01 | 23.86 | 17.98 | 27.07 | 64.96 |
| Draw Down(%) | NA | 8.75 | 19.27 | 34.66 | 34.67 | NA | NA | … | … | 8.75 | 19.26 | 13.35 | 9.50 | 24.66 | 17.45 | 34.67 | 7.46 | 20.84 | 2.93 | 11.49 | 12.89 | 8.24 | 5.88 | 10.82 | 20.20 | 16.27 | 27.29 | 40.71 |
| Yield(%) | 0.00 | 7.38 | 8.54 | 4.26 | 5.29 | 6.32 | 5.12 | … | … | 0.00 | 7.58 | 11.90 | 4.00 | 0.24 | 0.00 | 0.30 | 4.67 | 9.31 | 3.06 | 0.34 | 3.42 | 3.97 | 1.18 | 0.52 | 0.00 | 0.35 | 3.09 | 0.82 |
Data as of 06/10/2026, Common starting date is 09/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUERX (MFS BLENDED RESEARCH CORE EQUITY FUND R1) |
-3.37%
Dec 2019 – Dec 2022 |
0.94%
Dec 2017 – Dec 2022 |
5.93%
Oct 2013 – Oct 2023 |
8.68%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUERX (MFS BLENDED RESEARCH CORE EQUITY FUND R1) |
24.49%
Feb 2009 – Feb 2012 |
22.29%
Feb 2009 – Feb 2014 |
14.67%
Feb 2009 – Feb 2019 |
12.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart