Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSBX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND B) | 11.96% | 27.14% | 12.12% | 3.99% | 8.22% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSBX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND B) | 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 (%) | -1.52 | 27.14 | 12.12 | 3.99 | 8.22 | NA | NA | … | … | 11.96 | 0.35 | -2.29 | 17.60 | -22.54 | 12.10 | 1.07 | 25.02 | -6.42 | 12.67 | 19.12 | -2.83 |
| Sharpe Ratio | NA | 1.49 | 0.48 | 0.08 | 0.30 | NA | NA | … | … | 1.68 | -0.10 | -0.43 | 0.68 | -0.86 | 0.49 | 0.02 | 1.51 | -0.44 | 0.99 | 1.07 | -0.51 |
| Standard Deviation(%) | NA | 18.59 | 21.03 | 22.19 | 23.21 | NA | NA | … | … | 20.31 | 24.73 | 20.60 | 19.70 | 27.94 | 24.75 | 42.88 | 15.60 | 17.66 | 12.25 | 17.73 | 18.41 |
| Draw Down(%) | NA | 10.44 | 29.35 | 29.35 | 45.30 | NA | NA | … | … | 10.44 | 25.80 | 14.18 | 15.60 | 25.66 | 20.31 | 45.30 | 12.11 | 25.11 | 6.07 | 14.84 | 7.77 |
| Yield(%) | 0.00 | 6.85 | 4.88 | 5.22 | 5.47 | 3.76 | 2.82 | … | … | 0.00 | 6.33 | 6.51 | 0.00 | 3.37 | 15.09 | 0.00 | 1.50 | 5.00 | 3.31 | 0.44 | 0.03 |
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 |
|---|---|---|---|---|
| BRSBX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND B) |
-4.93%
Mar 2017 – Mar 2020 |
1.85%
Sep 2018 – Sep 2023 |
7.24%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSBX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND B) |
17.39%
Feb 2016 – Feb 2019 |
14.04%
Feb 2016 – Feb 2021 |
9.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart