Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMSLX (MFS BLENDED RESEARCH MID CAP EQUITY FUND I) | 14.04% | 21.88% | 19.18% | 10.56% | 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 |
|---|---|---|
| BMSLX (MFS BLENDED RESEARCH MID CAP EQUITY FUND I) | 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 (%) | 1.87 | 21.88 | 19.18 | 10.56 | NA | NA | NA | … | … | 14.04 | 8.08 | 19.25 | 19.81 | -13.70 | 26.54 | 10.44 | 30.21 | -11.13 | 19.05 | 4.38 |
| Sharpe Ratio | NA | 1.28 | 0.96 | 0.43 | NA | NA | NA | … | … | 1.92 | 0.26 | 1.08 | 1.01 | -0.61 | 1.74 | 0.26 | 2.19 | -0.77 | 2.18 | 1.08 |
| Standard Deviation(%) | NA | 14.31 | 16.70 | 18.41 | NA | NA | NA | … | … | 16.09 | 19.84 | 14.44 | 16.18 | 24.71 | 15.27 | 38.51 | 13.11 | 16.33 | 8.47 | 11.67 |
| Draw Down(%) | NA | 9.17 | 22.28 | 22.28 | NA | NA | NA | … | … | 9.17 | 20.27 | 8.53 | 13.36 | 21.49 | 7.03 | 41.06 | 7.00 | 21.02 | 3.19 | 4.36 |
| Yield(%) | 0.00 | 3.20 | 6.63 | 7.78 | 8.03 | 5.35 | 4.01 | … | … | 0.00 | 3.24 | 11.90 | 2.74 | 4.27 | 23.96 | 1.03 | 6.10 | 6.75 | 3.96 | 0.48 |
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 |
|---|---|---|---|---|
| BMSLX (MFS BLENDED RESEARCH MID CAP EQUITY FUND I) |
-1.21%
Mar 2017 – Mar 2020 |
6.39%
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 |
|---|---|---|---|---|
| BMSLX (MFS BLENDED RESEARCH MID CAP EQUITY FUND I) |
22.09%
Dec 2018 – Dec 2021 |
17.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart