Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRXUX (MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND R4) | 12.51% | 33.38% | 23.27% | 11.65% | 11.21% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRXUX (MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND R4) | 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 (%) | -2.93 | 33.38 | 23.27 | 11.65 | 11.21 | NA | NA | … | … | 12.51 | 39.91 | 11.85 | 14.40 | -13.39 | 13.39 | 9.19 | 21.99 | -15.56 | 27.11 | 1.66 | -0.48 |
| Sharpe Ratio | NA | 2.18 | 1.49 | 0.62 | 0.61 | NA | NA | … | … | 1.59 | 2.74 | 0.69 | 0.91 | -0.75 | 1.10 | 0.31 | 1.93 | -1.26 | 3.56 | 0.08 | -0.12 |
| Standard Deviation(%) | NA | 14.11 | 13.44 | 14.74 | 15.91 | NA | NA | … | … | 18.30 | 13.58 | 11.89 | 11.93 | 19.95 | 12.12 | 28.98 | 10.61 | 13.54 | 7.46 | 17.96 | 14.05 |
| Draw Down(%) | NA | 11.20 | 12.71 | 26.52 | 36.19 | NA | NA | … | … | 11.20 | 12.71 | 7.54 | 10.78 | 26.52 | 6.05 | 34.39 | 8.21 | 23.91 | 2.50 | 14.12 | 6.97 |
| Yield(%) | 0.00 | 4.78 | 4.82 | 4.18 | 4.70 | 3.14 | 2.36 | … | … | 0.00 | 5.65 | 5.23 | 3.10 | 2.28 | 7.52 | 2.45 | 3.47 | 5.35 | 3.24 | 0.54 | 1.22 |
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 |
|---|---|---|---|---|
| BRXUX (MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND R4) |
-2.26%
Mar 2017 – Mar 2020 |
-0.12%
Sep 2017 – Sep 2022 |
8.74%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRXUX (MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND R4) |
25.66%
May 2023 – May 2026 |
14.73%
Oct 2020 – Oct 2025 |
12.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart