Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSUX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R4) | 9.75% | 22.00% | 10.73% | 4.34% | 9.13% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSUX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R4) | 09/18/2015 | 06/10/2026 |
| 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 (%) | -2.35 | 22.00 | 10.73 | 4.34 | 9.13 | NA | NA | … | … | 9.75 | 1.07 | 4.73 | 18.83 | -18.37 | 28.90 | 2.07 | 26.28 | -5.49 | 13.85 | 20.27 | -1.38 |
| Sharpe Ratio | NA | 1.24 | 0.44 | 0.09 | 0.32 | NA | NA | … | … | 1.11 | -0.07 | 0.06 | 0.78 | -0.72 | 1.42 | 0.04 | 1.59 | -0.39 | 1.09 | 1.14 | -0.26 |
| Standard Deviation(%) | NA | 18.86 | 20.99 | 22.23 | 23.20 | NA | NA | … | … | 20.67 | 24.82 | 19.49 | 19.69 | 27.68 | 20.41 | 42.76 | 15.63 | 17.68 | 12.18 | 17.64 | 18.33 |
| Draw Down(%) | NA | 10.36 | 29.08 | 29.08 | 45.23 | NA | NA | … | … | 10.36 | 25.65 | 10.30 | 15.35 | 25.09 | 9.76 | 45.23 | 11.85 | 24.91 | 6.01 | 14.74 | 7.43 |
| Yield(%) | 0.00 | 6.98 | 5.45 | 5.51 | 6.24 | 4.35 | 3.27 | … | … | 0.00 | 6.66 | 7.52 | 0.94 | 3.24 | 14.86 | 0.66 | 2.23 | 5.47 | 3.78 | 0.79 | 0.32 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| BRSUX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R4) |
-4.00%
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 |
|---|---|---|---|---|
| BRSUX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R4) |
18.54%
Feb 2016 – Feb 2019 |
15.17%
Feb 2016 – Feb 2021 |
10.32%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart