Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUEX (MFS BLENDED RESEARCH VALUE EQUITY FUND B) | 14.49% | 25.10% | 17.51% | 10.47% | 10.88% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUEX (MFS BLENDED RESEARCH VALUE EQUITY FUND B) | 09/18/2015 | 06/11/2026 |
| 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 (%) | -0.22 | 25.10 | 17.51 | 10.47 | 10.88 | NA | NA | … | … | 14.49 | 4.21 | 11.68 | 13.43 | -5.08 | 25.02 | 0.60 | 22.10 | -9.29 | 15.57 | 12.99 | 3.10 |
| Sharpe Ratio | NA | 1.98 | 1.10 | 0.50 | 0.51 | NA | NA | … | … | 2.40 | 0.07 | 0.73 | 0.77 | -0.32 | 1.85 | 0.01 | 1.77 | -0.70 | 2.00 | 0.88 | 0.70 |
| Standard Deviation(%) | NA | 11.30 | 13.01 | 14.89 | 17.54 | NA | NA | … | … | 12.67 | 18.65 | 11.05 | 12.78 | 20.27 | 13.55 | 37.01 | 11.65 | 15.26 | 7.47 | 14.47 | 16.01 |
| Draw Down(%) | NA | 6.81 | 15.42 | 16.75 | 38.83 | NA | NA | … | … | 6.81 | 14.06 | 7.83 | 10.14 | 16.75 | 6.45 | 38.83 | 7.26 | 19.05 | 4.68 | 11.86 | 5.47 |
| Yield(%) | 0.00 | 10.80 | 8.63 | 7.84 | 7.16 | 5.02 | 3.77 | … | … | 0.00 | 11.31 | 10.17 | 2.37 | 6.85 | 13.36 | 0.72 | 1.49 | 3.29 | 2.77 | 0.05 | 0.68 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| BRUEX (MFS BLENDED RESEARCH VALUE EQUITY FUND B) |
-3.57%
Mar 2017 – Mar 2020 |
3.88%
Oct 2015 – Oct 2020 |
9.14%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUEX (MFS BLENDED RESEARCH VALUE EQUITY FUND B) |
18.71%
May 2023 – May 2026 |
16.36%
Mar 2020 – Mar 2025 |
11.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart