Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMSVX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R4) | 12.26% | 20.10% | 18.56% | 10.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/24/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMSVX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R4) | 08/24/2016 | 06/05/2026 |
| 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 (%) | -0.24 | 20.10 | 18.56 | 10.23 | NA | NA | NA | … | … | 12.26 | 8.05 | 19.35 | 19.76 | -13.69 | 26.52 | 10.44 | 30.20 | -11.12 | 19.05 | 4.38 |
| Sharpe Ratio | NA | 1.29 | 0.96 | 0.43 | NA | NA | NA | … | … | 1.94 | 0.26 | 1.09 | 0.99 | -0.61 | 1.73 | 0.26 | 2.19 | -0.77 | 2.18 | 1.08 |
| Standard Deviation(%) | NA | 14.25 | 16.71 | 18.44 | NA | NA | NA | … | … | 15.95 | 19.87 | 14.43 | 16.37 | 24.69 | 15.33 | 38.48 | 13.09 | 16.32 | 8.47 | 11.67 |
| Draw Down(%) | NA | 9.14 | 22.26 | 22.26 | NA | NA | NA | … | … | 9.14 | 20.28 | 8.47 | 13.34 | 21.45 | 7.02 | 41.03 | 6.99 | 21.09 | 3.19 | 4.36 |
| Yield(%) | 0.00 | 3.18 | 6.60 | 7.75 | 8.01 | 5.34 | 4.00 | … | … | 0.00 | 3.22 | 11.85 | 2.72 | 4.25 | 23.87 | 1.03 | 6.12 | 6.68 | 3.96 | 0.48 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| BMSVX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R4) |
-1.20%
Mar 2017 – Mar 2020 |
6.38%
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 |
|---|---|---|---|---|
| BMSVX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R4) |
22.08%
Dec 2018 – Dec 2021 |
17.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart