Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSDX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND A) | 12.26% | 28.11% | 12.97% | 4.78% | 9.04% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSDX (MFS BLENDED RESEARCH SMALL CAP 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 (%) | -1.56 | 28.11 | 12.97 | 4.78 | 9.04 | NA | NA | … | … | 12.26 | 1.02 | 4.55 | 18.50 | -18.62 | 28.60 | 1.86 | 25.92 | -5.67 | 13.52 | 20.01 | -2.58 |
| Sharpe Ratio | NA | 1.54 | 0.52 | 0.11 | 0.33 | NA | NA | … | … | 1.72 | -0.08 | 0.05 | 0.76 | -0.73 | 1.40 | 0.04 | 1.56 | -0.40 | 1.06 | 1.11 | -0.47 |
| Standard Deviation(%) | NA | 18.61 | 21.02 | 22.18 | 23.19 | NA | NA | … | … | 20.39 | 24.74 | 19.44 | 19.69 | 27.67 | 20.44 | 42.80 | 15.64 | 17.69 | 12.23 | 17.82 | 18.29 |
| Draw Down(%) | NA | 10.42 | 29.13 | 29.13 | 45.25 | NA | NA | … | … | 10.42 | 25.67 | 10.29 | 15.45 | 25.20 | 9.78 | 45.25 | 11.84 | 24.98 | 6.03 | 14.84 | 7.77 |
| Yield(%) | 0.00 | 6.98 | 5.47 | 5.45 | 5.98 | 4.14 | 3.11 | … | … | 0.00 | 6.46 | 7.34 | 0.67 | 3.26 | 14.78 | 0.44 | 1.94 | 5.26 | 3.78 | 0.73 | 0.28 |
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 |
|---|---|---|---|---|
| BRSDX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND A) |
-4.23%
Mar 2017 – Mar 2020 |
2.63%
Sep 2018 – Sep 2023 |
8.05%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSDX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND A) |
18.28%
Feb 2016 – Feb 2019 |
14.92%
Feb 2016 – Feb 2021 |
10.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart