Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSHX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND C) | 13.30% | 28.93% | 12.60% | 4.23% | 8.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSHX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND C) | 09/16/2015 | 06/04/2026 |
| 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 (%) | -0.57 | 28.93 | 12.60 | 4.23 | 8.28 | NA | NA | … | … | 13.30 | 0.36 | 3.71 | 17.62 | -19.19 | 27.68 | 1.00 | 24.95 | -6.30 | 12.68 | 19.02 | -2.79 |
| Sharpe Ratio | NA | 1.49 | 0.48 | 0.08 | 0.30 | NA | NA | … | … | 1.68 | -0.10 | 0.00 | 0.72 | -0.75 | 1.35 | 0.02 | 1.50 | -0.44 | 0.99 | 1.06 | -0.51 |
| Standard Deviation(%) | NA | 18.61 | 21.02 | 22.17 | 23.18 | NA | NA | … | … | 20.31 | 24.72 | 19.48 | 19.68 | 27.63 | 20.43 | 42.79 | 15.64 | 17.68 | 12.23 | 17.78 | 18.34 |
| Draw Down(%) | NA | 10.42 | 29.28 | 29.28 | 45.26 | NA | NA | … | … | 10.42 | 25.76 | 10.30 | 15.55 | 25.63 | 9.89 | 45.26 | 12.11 | 25.09 | 6.07 | 14.94 | 7.77 |
| Yield(%) | 0.00 | 6.88 | 4.99 | 5.26 | 5.47 | 3.79 | 2.85 | … | … | 0.00 | 6.35 | 6.78 | 0.00 | 3.38 | 15.11 | 0.00 | 1.52 | 5.04 | 3.31 | 0.44 | 0.07 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BRSHX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND C) |
-4.94%
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 |
|---|---|---|---|---|
| BRSHX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND C) |
17.38%
Feb 2016 – Feb 2019 |
14.03%
Feb 2016 – Feb 2021 |
9.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart