Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUGX (MFS BLENDED RESEARCH VALUE EQUITY FUND C) | 12.94% | 24.98% | 17.51% | 10.09% | 10.51% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUGX (MFS BLENDED RESEARCH VALUE EQUITY FUND C) | 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 (%) | -0.46 | 24.98 | 17.51 | 10.09 | 10.51 | NA | NA | … | … | 12.94 | 3.99 | 11.74 | 13.44 | -5.08 | 25.00 | 0.65 | 22.08 | -9.27 | 15.56 | 12.88 | 3.15 |
| Sharpe Ratio | NA | 1.97 | 1.09 | 0.50 | 0.51 | NA | NA | … | … | 2.38 | 0.06 | 0.73 | 0.77 | -0.32 | 1.84 | 0.01 | 1.76 | -0.70 | 1.98 | 0.87 | 0.71 |
| Standard Deviation(%) | NA | 11.31 | 13.02 | 14.90 | 17.58 | NA | NA | … | … | 12.72 | 18.72 | 11.12 | 12.79 | 20.29 | 13.57 | 37.09 | 11.70 | 15.28 | 7.54 | 14.57 | 16.05 |
| Draw Down(%) | NA | 6.84 | 15.39 | 16.76 | 38.89 | NA | NA | … | … | 6.84 | 14.10 | 7.83 | 10.16 | 16.76 | 6.42 | 38.89 | 7.27 | 19.06 | 4.70 | 11.87 | 5.52 |
| Yield(%) | 0.00 | 11.13 | 9.11 | 7.97 | 7.15 | 5.12 | 3.84 | … | … | 0.00 | 11.51 | 10.50 | 3.09 | 6.64 | 13.44 | 0.99 | 1.53 | 3.04 | 2.71 | 0.33 | 0.83 |
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 |
|---|---|---|---|---|
| BRUGX (MFS BLENDED RESEARCH VALUE EQUITY FUND C) |
-3.54%
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 |
|---|---|---|---|---|
| BRUGX (MFS BLENDED RESEARCH VALUE EQUITY FUND C) |
18.69%
May 2023 – May 2026 |
16.36%
Mar 2020 – Mar 2025 |
11.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart