Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMSYX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R6) | 14.06% | 21.96% | 19.29% | 10.67% | 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 |
|---|---|---|
| BMSYX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R6) | 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 (%) | 1.86 | 21.96 | 19.29 | 10.67 | NA | NA | NA | … | … | 14.06 | 8.20 | 19.36 | 19.87 | -13.59 | 26.63 | 10.61 | 30.27 | -11.00 | 19.06 | 4.39 |
| Sharpe Ratio | NA | 1.29 | 0.97 | 0.43 | NA | NA | NA | … | … | 1.94 | 0.27 | 1.09 | 1.00 | -0.61 | 1.75 | 0.27 | 2.20 | -0.76 | 2.19 | 1.07 |
| Standard Deviation(%) | NA | 14.24 | 16.70 | 18.42 | NA | NA | NA | … | … | 15.94 | 19.82 | 14.45 | 16.28 | 24.73 | 15.22 | 38.46 | 13.12 | 16.31 | 8.44 | 11.79 |
| Draw Down(%) | NA | 9.14 | 22.22 | 22.22 | NA | NA | NA | … | … | 9.14 | 20.27 | 8.50 | 13.33 | 21.44 | 7.02 | 41.03 | 6.99 | 20.99 | 3.28 | 4.46 |
| Yield(%) | 0.00 | 3.26 | 6.71 | 7.83 | 8.11 | 5.40 | 4.05 | … | … | 0.00 | 3.30 | 11.95 | 2.84 | 4.33 | 23.97 | 1.12 | 6.18 | 6.79 | 3.97 | 0.49 |
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 |
|---|---|---|---|---|
| BMSYX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R6) |
-1.14%
Mar 2017 – Mar 2020 |
6.49%
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 |
|---|---|---|---|---|
| BMSYX (MFS BLENDED RESEARCH MID CAP EQUITY FUND R6) |
22.20%
Dec 2018 – Dec 2021 |
18.08%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart