Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSTX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R3) | 10.13% | 25.78% | 12.23% | 4.16% | 8.74% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSTX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R3) | 09/18/2015 | 06/05/2026 |
| 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 (%) | -3.36 | 25.78 | 12.23 | 4.16 | 8.74 | NA | NA | … | … | 10.13 | 1.02 | 4.50 | 18.49 | -18.59 | 28.63 | 1.78 | 25.93 | -5.68 | 13.50 | 20.01 | -1.46 |
| Sharpe Ratio | NA | 1.22 | 0.43 | 0.08 | 0.31 | NA | NA | … | … | 1.10 | -0.08 | 0.05 | 0.76 | -0.73 | 1.40 | 0.04 | 1.56 | -0.40 | 1.05 | 1.11 | -0.28 |
| Standard Deviation(%) | NA | 18.89 | 20.98 | 22.22 | 23.22 | NA | NA | … | … | 20.69 | 24.76 | 19.45 | 19.71 | 27.64 | 20.47 | 42.84 | 15.64 | 17.67 | 12.25 | 17.79 | 18.37 |
| Draw Down(%) | NA | 10.35 | 29.14 | 29.14 | 45.22 | NA | NA | … | … | 10.35 | 25.70 | 10.28 | 15.42 | 25.21 | 9.81 | 45.22 | 11.93 | 24.92 | 6.02 | 14.84 | 7.43 |
| Yield(%) | 0.00 | 6.99 | 5.50 | 5.40 | 5.93 | 4.19 | 3.14 | … | … | 0.00 | 6.47 | 7.36 | 0.77 | 3.26 | 14.75 | 0.44 | 2.23 | 5.21 | 3.52 | 0.52 | 0.24 |
Data as of 06/05/2026, Common starting date is 09/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSTX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R3) |
-4.24%
Mar 2017 – Mar 2020 |
2.62%
Sep 2018 – Sep 2023 |
8.04%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSTX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R3) |
18.27%
Feb 2016 – Feb 2019 |
14.91%
Feb 2016 – Feb 2021 |
10.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart