Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMSBX (MFS BLENDED RESEARCH MID CAP EQUITY FUND B) | 13.21% | 20.16% | 17.88% | 9.56% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/24/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMSBX (MFS BLENDED RESEARCH MID CAP EQUITY FUND B) | 08/24/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | 20.16 | 17.88 | 9.56 | NA | NA | NA | … | … | 13.21 | 6.98 | 18.10 | 18.54 | -14.52 | 25.18 | 9.34 | 29.00 | -12.06 | 17.89 | 4.02 |
| Sharpe Ratio | NA | 1.21 | 0.89 | 0.37 | NA | NA | NA | … | … | 1.84 | 0.21 | 1.00 | 0.92 | -0.65 | 1.66 | 0.24 | 2.09 | -0.83 | 2.05 | 0.98 |
| Standard Deviation(%) | NA | 14.16 | 16.70 | 18.42 | NA | NA | NA | … | … | 16.04 | 19.82 | 14.43 | 16.36 | 24.67 | 15.20 | 38.49 | 13.16 | 16.27 | 8.44 | 11.74 |
| Draw Down(%) | NA | 9.30 | 22.54 | 22.59 | NA | NA | NA | … | … | 9.30 | 20.42 | 8.53 | 13.63 | 22.02 | 7.06 | 41.06 | 7.14 | 21.75 | 3.29 | 4.66 |
| Yield(%) | 0.00 | 2.48 | 5.62 | 7.08 | 6.92 | 4.61 | 3.46 | … | … | 0.00 | 2.50 | 10.94 | 1.55 | 3.40 | 23.01 | 0.10 | 4.82 | 5.93 | 3.00 | 0.11 |
Data as of 06/03/2026, Common starting date is 08/24/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMSBX (MFS BLENDED RESEARCH MID CAP EQUITY FUND B) |
-2.20%
Mar 2017 – Mar 2020 |
5.32%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMSBX (MFS BLENDED RESEARCH MID CAP EQUITY FUND B) |
20.86%
Dec 2018 – Dec 2021 |
16.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart