Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUDX (MFS BLENDED RESEARCH VALUE EQUITY FUND A) | 13.33% | 25.94% | 18.41% | 10.92% | 11.35% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUDX (MFS BLENDED RESEARCH VALUE EQUITY FUND A) | 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 (%) | -0.44 | 25.94 | 18.41 | 10.92 | 11.35 | NA | NA | … | … | 13.33 | 4.16 | 12.57 | 14.32 | -4.34 | 25.88 | 1.47 | 22.99 | -8.58 | 16.37 | 13.85 | 3.28 |
| Sharpe Ratio | NA | 2.07 | 1.17 | 0.56 | 0.56 | NA | NA | … | … | 2.49 | 0.07 | 0.81 | 0.84 | -0.29 | 1.91 | 0.03 | 1.84 | -0.65 | 2.11 | 0.94 | 0.73 |
| Standard Deviation(%) | NA | 11.26 | 12.99 | 14.88 | 17.55 | NA | NA | … | … | 12.60 | 18.98 | 11.09 | 12.78 | 20.28 | 13.55 | 37.00 | 11.69 | 15.34 | 7.49 | 14.47 | 16.23 |
| Draw Down(%) | NA | 6.68 | 15.20 | 16.32 | 38.74 | NA | NA | … | … | 6.68 | 13.97 | 7.86 | 9.95 | 16.32 | 6.43 | 38.74 | 7.25 | 18.56 | 4.50 | 11.78 | 5.49 |
| Yield(%) | 0.00 | 11.70 | 9.77 | 8.37 | 7.91 | 5.70 | 4.27 | … | … | 0.00 | 12.14 | 11.11 | 3.68 | 7.21 | 12.73 | 1.63 | 2.32 | 4.09 | 3.93 | 0.62 | 0.96 |
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 |
|---|---|---|---|---|
| BRUDX (MFS BLENDED RESEARCH VALUE EQUITY FUND A) |
-2.84%
Mar 2017 – Mar 2020 |
4.67%
Oct 2015 – Oct 2020 |
9.96%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUDX (MFS BLENDED RESEARCH VALUE EQUITY FUND A) |
19.61%
May 2023 – May 2026 |
17.26%
Mar 2020 – Mar 2025 |
11.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart