Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRLTX (MFS BLENDED RESEARCH GLOBAL EQUITY FUND R3) | NA | -3.33% | 1.71% | 8.62% | NA | NA | NA | … | … |
Data as of 01/07/2021, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRLTX (MFS BLENDED RESEARCH GLOBAL EQUITY FUND R3) | 09/16/2015 | 01/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.33 | 1.71 | 8.62 | NA | NA | NA | … | … | 0.00 | -3.17 | 25.16 | -10.93 | 24.58 | 6.76 | -0.41 |
| Sharpe Ratio | NA | -0.11 | 0.03 | 0.44 | NA | NA | NA | … | … | 0.00 | -0.11 | 2.04 | -0.84 | 3.64 | 0.43 | -0.10 |
| Standard Deviation(%) | NA | 31.15 | 21.00 | 17.84 | NA | NA | NA | … | … | NA | 31.17 | 11.66 | 14.66 | 6.60 | 15.24 | 14.69 |
| Draw Down(%) | NA | 35.69 | 35.69 | 35.69 | NA | NA | NA | … | … | 0.00 | 35.69 | 7.38 | 20.89 | 2.19 | 13.52 | 6.50 |
| Yield(%) | 0.00 | 0.00 | 4.19 | 4.62 | 2.23 | 1.49 | 1.11 | … | … | 0.00 | 0.00 | 4.66 | 9.10 | 3.62 | 1.73 | 0.57 |
Data as of 01/07/2021, 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 |
|---|---|---|---|---|
| BRLTX (MFS BLENDED RESEARCH GLOBAL EQUITY FUND R3) |
-0.47%
Mar 2017 – Mar 2020 |
6.99%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRLTX (MFS BLENDED RESEARCH GLOBAL EQUITY FUND R3) |
12.70%
Feb 2016 – Feb 2019 |
7.50%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart