Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMSRX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R1) | 13.92% | 21.51% | 18.48% | 9.74% | 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 |
|---|---|---|
| BMSRX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R1) | 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 (%) | 1.83 | 21.51 | 18.48 | 9.74 | NA | NA | NA | … | … | 13.92 | 7.73 | 18.39 | 18.48 | -14.50 | 25.26 | 9.36 | 28.81 | -12.00 | 17.89 | 4.02 |
| Sharpe Ratio | NA | 1.26 | 0.92 | 0.38 | NA | NA | NA | … | … | 1.91 | 0.25 | 1.02 | 0.92 | -0.65 | 1.66 | 0.24 | 2.09 | -0.82 | 2.05 | 0.98 |
| Standard Deviation(%) | NA | 14.26 | 16.70 | 18.42 | NA | NA | NA | … | … | 16.00 | 19.83 | 14.44 | 16.31 | 24.72 | 15.19 | 38.49 | 13.11 | 16.30 | 8.44 | 11.74 |
| Draw Down(%) | NA | 9.19 | 22.32 | 22.60 | NA | NA | NA | … | … | 9.19 | 20.27 | 8.49 | 13.61 | 22.07 | 7.00 | 41.06 | 7.05 | 21.77 | 3.29 | 4.66 |
| Yield(%) | 0.00 | 2.95 | 5.90 | 7.15 | 7.02 | 4.68 | 3.51 | … | … | 0.00 | 2.98 | 11.08 | 1.69 | 3.40 | 23.00 | 0.12 | 4.89 | 5.82 | 3.00 | 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 |
|---|---|---|---|---|
| BMSRX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R1) |
-2.18%
Mar 2017 – Mar 2020 |
5.33%
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 |
|---|---|---|---|---|
| BMSRX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R1) |
20.84%
Dec 2018 – Dec 2021 |
16.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart