Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMSTX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R3) | 13.94% | 21.55% | 18.87% | 10.28% | 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 |
|---|---|---|
| BMSTX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R3) | 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 (%) | 1.88 | 21.55 | 18.87 | 10.28 | NA | NA | NA | … | … | 13.94 | 7.74 | 19.00 | 19.42 | -13.86 | 26.21 | 10.19 | 29.93 | -11.37 | 18.78 | 4.29 |
| Sharpe Ratio | NA | 1.26 | 0.95 | 0.41 | NA | NA | NA | … | … | 1.91 | 0.25 | 1.07 | 0.98 | -0.62 | 1.71 | 0.26 | 2.18 | -0.79 | 2.14 | 1.06 |
| Standard Deviation(%) | NA | 14.31 | 16.70 | 18.42 | NA | NA | NA | … | … | 16.05 | 19.85 | 14.38 | 16.30 | 24.73 | 15.28 | 38.48 | 13.08 | 16.24 | 8.51 | 11.71 |
| Draw Down(%) | NA | 9.25 | 22.36 | 22.36 | NA | NA | NA | … | … | 9.25 | 20.31 | 8.52 | 13.40 | 21.63 | 7.05 | 41.06 | 7.00 | 21.17 | 3.28 | 4.46 |
| Yield(%) | 0.00 | 2.92 | 6.35 | 7.57 | 7.74 | 5.16 | 3.87 | … | … | 0.00 | 2.95 | 11.70 | 2.44 | 4.10 | 23.64 | 0.88 | 5.84 | 6.43 | 3.69 | 0.39 |
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 |
|---|---|---|---|---|
| BMSTX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R3) |
-1.44%
Mar 2017 – Mar 2020 |
6.15%
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 |
|---|---|---|---|---|
| BMSTX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R3) |
21.80%
Dec 2018 – Dec 2021 |
17.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart