Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKUX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R4) | 23.52% | 49.29% | 25.05% | 9.21% | 11.06% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKUX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R4) | 09/16/2015 | 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.55 | 49.29 | 25.05 | 9.21 | 11.06 | NA | NA | … | … | 23.52 | 33.72 | 14.07 | 9.77 | -18.99 | 3.68 | 10.02 | 19.03 | -16.45 | 39.15 | 14.68 | -3.61 |
| Sharpe Ratio | NA | 3.29 | 1.56 | 0.49 | 0.59 | NA | NA | … | … | 3.81 | 2.01 | 0.77 | 0.49 | -1.05 | 0.24 | 0.34 | 1.39 | -1.00 | 4.12 | 0.85 | -0.71 |
| Standard Deviation(%) | NA | 16.56 | 15.20 | 15.87 | 17.09 | NA | NA | … | … | 21.15 | 15.40 | 13.61 | 12.58 | 19.57 | 15.00 | 28.89 | 12.66 | 17.86 | 9.38 | 17.09 | 16.55 |
| Draw Down(%) | NA | 13.43 | 15.91 | 34.65 | 39.25 | NA | NA | … | … | 13.43 | 14.03 | 9.92 | 11.44 | 31.37 | 11.63 | 33.98 | 11.26 | 26.65 | 4.18 | 12.16 | 11.62 |
| Yield(%) | 0.00 | 2.88 | 3.03 | 2.46 | 3.79 | 2.61 | 1.96 | … | … | 0.00 | 3.20 | 2.78 | 2.88 | 2.40 | 3.77 | 1.68 | 2.08 | 4.15 | 5.79 | 1.64 | 0.61 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| BRKUX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R4) |
-4.62%
Jan 2021 – Jan 2024 |
-3.68%
Oct 2017 – Oct 2022 |
8.60%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKUX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND R4) |
27.79%
May 2023 – May 2026 |
14.59%
Feb 2016 – Feb 2021 |
11.76%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart