Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRSYX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R6) | 13.85% | 30.34% | 13.84% | 5.39% | 9.47% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRSYX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R6) | 09/18/2015 | 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 | 30.34 | 13.84 | 5.39 | 9.47 | NA | NA | … | … | 13.85 | 1.07 | 4.90 | 18.92 | -18.30 | 29.01 | 2.23 | 26.28 | -5.32 | 13.93 | 20.30 | -1.38 |
| Sharpe Ratio | NA | 1.57 | 0.54 | 0.13 | 0.35 | NA | NA | … | … | 1.75 | -0.07 | 0.07 | 0.78 | -0.72 | 1.42 | 0.05 | 1.59 | -0.38 | 1.09 | 1.14 | -0.26 |
| Standard Deviation(%) | NA | 18.64 | 21.04 | 22.18 | 23.19 | NA | NA | … | … | 20.33 | 24.84 | 19.46 | 19.76 | 27.63 | 20.40 | 42.84 | 15.56 | 17.71 | 12.20 | 17.65 | 18.33 |
| Draw Down(%) | NA | 10.40 | 29.04 | 29.04 | 45.17 | NA | NA | … | … | 10.40 | 25.60 | 10.22 | 15.32 | 25.02 | 9.79 | 45.17 | 11.84 | 24.89 | 6.01 | 14.74 | 7.43 |
| Yield(%) | 0.00 | 7.29 | 5.80 | 5.63 | 6.26 | 4.43 | 3.32 | … | … | 0.00 | 6.76 | 7.62 | 1.06 | 3.24 | 14.98 | 0.74 | 2.33 | 5.56 | 3.86 | 0.82 | 0.32 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BRSYX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R6) |
-3.89%
Mar 2017 – Mar 2020 |
2.97%
Sep 2018 – Sep 2023 |
8.42%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRSYX (MFS BLENDED RESEARCH SMALL CAP EQUITY FUND R6) |
18.64%
Feb 2016 – Feb 2019 |
15.26%
Feb 2016 – Feb 2021 |
10.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart