Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMSFX (MFS BLENDED RESEARCH MID CAP EQUITY FUND A) | 13.56% | 21.04% | 18.77% | 10.39% | 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 |
|---|---|---|
| BMSFX (MFS BLENDED RESEARCH MID CAP EQUITY FUND A) | 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 (%) | 1.93 | 21.04 | 18.77 | 10.39 | NA | NA | NA | … | … | 13.56 | 7.79 | 18.97 | 19.46 | -13.91 | 26.25 | 10.11 | 29.97 | -11.40 | 18.82 | 4.30 |
| Sharpe Ratio | NA | 1.28 | 0.95 | 0.41 | NA | NA | NA | … | … | 1.91 | 0.25 | 1.06 | 0.98 | -0.62 | 1.73 | 0.26 | 2.18 | -0.79 | 2.14 | 1.06 |
| Standard Deviation(%) | NA | 14.15 | 16.69 | 18.40 | NA | NA | NA | … | … | 16.04 | 19.81 | 14.41 | 16.32 | 24.68 | 15.20 | 38.44 | 13.06 | 16.28 | 8.51 | 11.71 |
| Draw Down(%) | NA | 9.23 | 22.35 | 22.35 | NA | NA | NA | … | … | 9.23 | 20.28 | 8.56 | 13.46 | 21.64 | 6.99 | 41.01 | 7.01 | 21.22 | 3.28 | 4.46 |
| Yield(%) | 0.00 | 2.94 | 6.31 | 7.51 | 7.65 | 5.10 | 3.82 | … | … | 0.00 | 2.97 | 11.57 | 2.42 | 4.08 | 22.93 | 0.79 | 5.73 | 6.42 | 3.92 | 0.40 |
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 |
|---|---|---|---|---|
| BMSFX (MFS BLENDED RESEARCH MID CAP EQUITY FUND A) |
-1.44%
Mar 2017 – Mar 2020 |
6.13%
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 |
|---|---|---|---|---|
| BMSFX (MFS BLENDED RESEARCH MID CAP EQUITY FUND A) |
21.80%
Dec 2018 – Dec 2021 |
17.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart