Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSJX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND I) | 13.76% | 30.17% | 13.73% | 5.27% | 9.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSJX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND I) | 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 (%) | -0.59 | 30.17 | 13.73 | 5.27 | 9.37 | NA | NA | … | … | 13.76 | 1.08 | 4.75 | 18.84 | -18.40 | 28.88 | 2.09 | 26.23 | -5.38 | 13.80 | 20.27 | -2.55 |
| Sharpe Ratio | NA | 1.56 | 0.54 | 0.13 | 0.34 | NA | NA | … | … | 1.74 | -0.07 | 0.06 | 0.78 | -0.72 | 1.41 | 0.04 | 1.58 | -0.38 | 1.08 | 1.14 | -0.46 |
| Standard Deviation(%) | NA | 18.59 | 21.01 | 22.18 | 23.19 | NA | NA | … | … | 20.36 | 24.78 | 19.45 | 19.69 | 27.70 | 20.47 | 42.83 | 15.62 | 17.66 | 12.20 | 17.62 | 18.33 |
| Draw Down(%) | NA | 10.37 | 29.05 | 29.05 | 45.20 | NA | NA | … | … | 10.37 | 25.62 | 10.25 | 15.37 | 25.06 | 9.82 | 45.20 | 11.79 | 24.84 | 6.01 | 14.74 | 7.67 |
| Yield(%) | 0.00 | 7.20 | 5.70 | 5.57 | 6.17 | 4.31 | 3.24 | … | … | 0.00 | 6.67 | 7.53 | 0.92 | 3.25 | 14.90 | 0.67 | 2.26 | 5.51 | 3.81 | 0.79 | 0.32 |
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 |
|---|---|---|---|---|
| BRSJX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND I) |
-3.97%
Mar 2017 – Mar 2020 |
2.87%
Sep 2018 – Sep 2023 |
8.32%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSJX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND I) |
18.54%
Feb 2016 – Feb 2019 |
15.18%
Feb 2016 – Feb 2021 |
10.32%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart