Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMSDX (MFS BLENDED RESEARCH MID CAP EQUITY FUND C) | 13.53% | 20.61% | 17.98% | 9.44% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/24/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMSDX (MFS BLENDED RESEARCH MID CAP EQUITY FUND C) | 08/24/2016 | 06/04/2026 |
| 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 (%) | 1.85 | 20.61 | 17.98 | 9.44 | NA | NA | NA | … | … | 13.53 | 7.00 | 18.08 | 18.51 | -14.57 | 25.25 | 9.35 | 28.90 | -11.97 | 17.84 | 4.02 |
| Sharpe Ratio | NA | 1.20 | 0.89 | 0.37 | NA | NA | NA | … | … | 1.85 | 0.21 | 1.00 | 0.92 | -0.65 | 1.66 | 0.24 | 2.09 | -0.82 | 2.04 | 0.98 |
| Standard Deviation(%) | NA | 14.25 | 16.69 | 18.42 | NA | NA | NA | … | … | 15.98 | 19.81 | 14.44 | 16.34 | 24.72 | 15.23 | 38.48 | 13.10 | 16.27 | 8.45 | 11.74 |
| Draw Down(%) | NA | 9.27 | 22.55 | 22.58 | NA | NA | NA | … | … | 9.27 | 20.42 | 8.55 | 13.59 | 22.09 | 7.01 | 41.06 | 7.05 | 21.72 | 3.29 | 4.66 |
| Yield(%) | 0.00 | 2.49 | 5.64 | 7.07 | 6.96 | 4.64 | 3.48 | … | … | 0.00 | 2.51 | 10.98 | 1.58 | 3.59 | 23.06 | 0.12 | 4.97 | 5.77 | 3.05 | 0.11 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BMSDX (MFS BLENDED RESEARCH MID CAP EQUITY FUND C) |
-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 |
|---|---|---|---|---|
| BMSDX (MFS BLENDED RESEARCH MID CAP EQUITY FUND C) |
20.86%
Dec 2018 – Dec 2021 |
16.78%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart