Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUEUX (MFS BLENDED RESEARCH CORE EQUITY FUND R4) | 6.17% | 19.53% | 20.27% | 8.23% | 11.10% | 11.42% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUEUX (MFS BLENDED RESEARCH CORE EQUITY FUND R4) | 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 (%) | -3.37 | 19.53 | 20.27 | 8.23 | 11.10 | 11.42 | NA | … | … | 6.17 | 16.12 | 25.15 | 28.31 | -22.06 | 11.67 | 8.68 | 28.76 | -7.80 | 20.63 | 8.40 | 0.91 | 12.09 | 36.07 | 15.20 | 2.02 | 16.39 | 25.47 | -26.32 |
| Sharpe Ratio | NA | 1.63 | 1.20 | 0.33 | 0.50 | NA | NA | … | … | 1.17 | 0.70 | 1.65 | 1.87 | -0.95 | 0.57 | 0.23 | 2.14 | -0.53 | 2.88 | 0.61 | 0.06 | 1.02 | 3.17 | 1.17 | 0.08 | 0.90 | 0.94 | -0.94 |
| Standard Deviation(%) | NA | 12.49 | 15.19 | 18.65 | 19.20 | NA | NA | … | … | 14.25 | 19.00 | 13.02 | 13.31 | 24.88 | 20.35 | 35.73 | 12.75 | 17.28 | 6.97 | 13.42 | 15.69 | 11.83 | 11.36 | 13.05 | 23.84 | 18.03 | 27.09 | 64.97 |
| Draw Down(%) | NA | 8.62 | 19.19 | 32.99 | 34.61 | NA | NA | … | … | 8.62 | 19.19 | 8.71 | 9.29 | 23.52 | 16.65 | 34.61 | 7.33 | 20.64 | 2.83 | 11.37 | 12.80 | 8.20 | 5.75 | 10.71 | 19.96 | 16.16 | 27.32 | 40.65 |
| Yield(%) | 0.00 | 7.63 | 9.02 | 4.90 | 6.37 | 7.83 | 6.44 | … | … | 0.00 | 7.87 | 12.11 | 4.93 | 1.01 | 1.10 | 1.17 | 6.37 | 9.91 | 4.00 | 1.32 | 3.25 | 4.90 | 2.14 | 1.48 | 0.83 | 1.31 | 3.99 | 0.88 |
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 |
|---|---|---|---|---|
| MUEUX (MFS BLENDED RESEARCH CORE EQUITY FUND R4) |
-1.84%
Dec 2019 – Dec 2022 |
2.35%
Dec 2017 – Dec 2022 |
7.21%
Oct 2013 – Oct 2023 |
9.91%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUEUX (MFS BLENDED RESEARCH CORE EQUITY FUND R4) |
25.74%
Feb 2009 – Feb 2012 |
23.51%
Feb 2009 – Feb 2014 |
15.82%
Feb 2009 – Feb 2019 |
13.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart