Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUEVX (MFS BLENDED RESEARCH CORE EQUITY FUND R6) | 6.20% | 19.64% | 20.39% | 13.22% | 14.39% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUEVX (MFS BLENDED RESEARCH CORE EQUITY FUND R6) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.40 | 19.64 | 20.39 | 13.22 | 14.39 | NA | NA | … | … | 6.20 | 9.81 | 25.26 | 28.44 | -15.91 | 29.35 | 15.59 | 28.96 | -7.75 | 20.82 | 8.51 | 1.00 | 12.29 | 36.10 | 13.40 |
| Sharpe Ratio | NA | 1.65 | 1.20 | 0.65 | 0.70 | NA | NA | … | … | 1.17 | 0.35 | 1.66 | 1.88 | -0.73 | 2.21 | 0.43 | 2.15 | -0.53 | 2.90 | 0.62 | 0.06 | 1.04 | 3.17 | 1.86 |
| Standard Deviation(%) | NA | 12.48 | 15.19 | 17.04 | 18.39 | NA | NA | … | … | 14.24 | 20.23 | 13.01 | 13.30 | 23.93 | 13.25 | 35.42 | 12.79 | 17.31 | 6.97 | 13.48 | 15.73 | 11.81 | 11.37 | 13.21 |
| Draw Down(%) | NA | 8.58 | 19.16 | 21.81 | 34.57 | NA | NA | … | … | 8.58 | 19.16 | 8.69 | 9.27 | 21.79 | 5.47 | 34.57 | 7.32 | 20.63 | 2.81 | 11.40 | 12.80 | 8.17 | 5.76 | 7.38 |
| Yield(%) | 0.00 | 7.60 | 8.99 | 9.01 | 10.42 | 12.17 | 9.13 | … | … | 0.00 | 7.84 | 12.03 | 4.96 | 7.19 | 18.31 | 7.68 | 6.46 | 9.94 | 4.09 | 1.42 | 3.32 | 4.97 | 2.27 | 1.51 |
Data as of 06/10/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUEVX (MFS BLENDED RESEARCH CORE EQUITY FUND R6) |
2.74%
Mar 2017 – Mar 2020 |
4.39%
Mar 2015 – Mar 2020 |
10.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUEVX (MFS BLENDED RESEARCH CORE EQUITY FUND R6) |
25.35%
Sep 2022 – Sep 2025 |
19.32%
Mar 2020 – Mar 2025 |
14.80%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart