Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKAX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND A) | 30.26% | 60.06% | 27.02% | 10.12% | 11.51% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKAX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND A) | 09/16/2015 | 06/03/2026 |
| 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.63 | 60.06 | 27.02 | 10.12 | 11.51 | NA | NA | … | … | 30.26 | 33.39 | 13.88 | 9.47 | -19.19 | 3.41 | 9.74 | 18.76 | -16.66 | 38.74 | 14.43 | -3.68 |
| Sharpe Ratio | NA | 3.28 | 1.54 | 0.47 | 0.57 | NA | NA | … | … | 3.80 | 2.00 | 0.75 | 0.46 | -1.05 | 0.23 | 0.33 | 1.36 | -1.01 | 4.05 | 0.83 | -0.73 |
| Standard Deviation(%) | NA | 16.48 | 15.19 | 15.90 | 17.11 | NA | NA | … | … | 21.12 | 15.33 | 13.68 | 12.72 | 19.68 | 14.99 | 28.85 | 12.70 | 17.86 | 9.44 | 17.11 | 16.59 |
| Draw Down(%) | NA | 13.43 | 16.05 | 34.86 | 39.59 | NA | NA | … | … | 13.43 | 14.06 | 9.94 | 11.47 | 31.47 | 11.79 | 34.00 | 11.30 | 26.75 | 4.20 | 12.26 | 11.62 |
| Yield(%) | 0.00 | 2.80 | 2.81 | 2.26 | 3.54 | 2.41 | 1.81 | … | … | 0.00 | 3.05 | 2.56 | 2.58 | 2.13 | 3.51 | 1.46 | 1.76 | 3.93 | 5.63 | 1.49 | 0.53 |
Data as of 06/03/2026, Common starting date is 09/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKAX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND A) |
-4.85%
Jan 2021 – Jan 2024 |
-3.92%
Oct 2017 – Oct 2022 |
8.34%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKAX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND A) |
27.52%
May 2023 – May 2026 |
14.32%
Feb 2016 – Feb 2021 |
11.48%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart