Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUETX (MFS BLENDED RESEARCH CORE EQUITY FUND R3) | 6.03% | 19.23% | 19.96% | 7.91% | 10.79% | 11.12% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUETX (MFS BLENDED RESEARCH CORE EQUITY FUND R3) | 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 (%) | -3.39 | 19.23 | 19.96 | 7.91 | 10.79 | 11.12 | NA | … | … | 6.03 | 15.83 | 24.84 | 27.97 | -22.28 | 11.27 | 8.32 | 28.50 | -8.05 | 20.32 | 8.10 | 0.66 | 11.83 | 35.62 | 14.99 | 1.78 | 16.16 | 25.13 | -26.42 |
| Sharpe Ratio | NA | 1.61 | 1.18 | 0.31 | 0.48 | NA | NA | … | … | 1.14 | 0.68 | 1.63 | 1.84 | -0.96 | 0.55 | 0.22 | 2.11 | -0.55 | 2.83 | 0.59 | 0.04 | 1.00 | 3.15 | 1.15 | 0.07 | 0.89 | 0.93 | -0.94 |
| Standard Deviation(%) | NA | 12.47 | 15.18 | 18.66 | 19.22 | NA | NA | … | … | 14.22 | 18.98 | 13.01 | 13.33 | 24.90 | 20.44 | 35.74 | 12.78 | 17.31 | 6.99 | 13.46 | 15.70 | 11.83 | 11.31 | 13.07 | 23.84 | 18.02 | 27.06 | 65.13 |
| Draw Down(%) | NA | 8.63 | 19.20 | 33.32 | 34.62 | NA | NA | … | … | 8.63 | 19.20 | 8.70 | 9.33 | 23.78 | 16.77 | 34.62 | 7.35 | 20.67 | 2.85 | 11.40 | 12.85 | 8.16 | 5.78 | 10.75 | 20.07 | 16.12 | 27.25 | 40.65 |
| Yield(%) | 0.00 | 7.46 | 8.79 | 4.69 | 6.06 | 7.39 | 6.06 | … | … | 0.00 | 7.68 | 11.91 | 4.65 | 0.80 | 0.81 | 0.90 | 6.09 | 9.65 | 3.75 | 1.07 | 3.10 | 4.71 | 1.91 | 1.31 | 0.74 | 1.07 | 3.75 | 0.86 |
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 |
|---|---|---|---|---|
| MUETX (MFS BLENDED RESEARCH CORE EQUITY FUND R3) |
-2.15%
Dec 2019 – Dec 2022 |
2.05%
Dec 2017 – Dec 2022 |
6.91%
Oct 2013 – Oct 2023 |
9.61%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUETX (MFS BLENDED RESEARCH CORE EQUITY FUND R3) |
25.38%
Feb 2009 – Feb 2012 |
23.18%
Feb 2009 – Feb 2014 |
15.52%
Feb 2009 – Feb 2019 |
13.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart