Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUEAX (MFS BLENDED RESEARCH CORE EQUITY FUND A) | 9.77% | 25.12% | 21.90% | 8.95% | 11.14% | 11.21% | 9.38% | … | … |
Data as of 06/03/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUEAX (MFS BLENDED RESEARCH CORE EQUITY FUND A) | 12/22/1997 | 06/03/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 25.12 | 21.90 | 8.95 | 11.14 | 11.21 | 9.38 | … | … | 9.77 | 15.82 | 24.84 | 27.97 | -22.27 | 11.32 | 8.37 | 28.44 | -8.05 | 20.34 | 8.12 | 0.67 | 11.84 | 35.70 | 14.97 | 1.72 | 16.11 | 25.16 | -36.57 | 8.21 | 19.42 | 5.66 | 13.20 | 26.12 | -21.02 | -11.11 | -15.69 | -3.28 | 21.10 | -6.35 |
| Sharpe Ratio | NA | 1.96 | 1.29 | 0.35 | 0.50 | NA | NA | … | … | 1.73 | 0.68 | 1.63 | 1.85 | -0.95 | 0.55 | 0.23 | 2.11 | -0.55 | 2.83 | 0.59 | 0.04 | 1.00 | 3.14 | 1.16 | 0.07 | 0.89 | 0.93 | -0.92 | 0.32 | 1.55 | 0.33 | 1.15 | 1.56 | -0.94 | -0.71 | -1.01 | -0.47 | 1.08 | -1.41 |
| Standard Deviation(%) | NA | 12.20 | 15.17 | 18.64 | 19.20 | NA | NA | … | … | 13.96 | 19.02 | 13.00 | 13.30 | 24.91 | 20.41 | 35.71 | 12.78 | 17.29 | 6.99 | 13.45 | 15.71 | 11.81 | 11.35 | 13.01 | 23.55 | 18.04 | 27.05 | 40.58 | 15.97 | 10.38 | 10.32 | 10.60 | 16.28 | 23.65 | 19.45 | 19.75 | 14.15 | 16.39 | 69.65 |
| Draw Down(%) | NA | 8.64 | 19.20 | 33.25 | 34.61 | NA | NA | … | … | 8.64 | 19.20 | 8.70 | 9.32 | 23.74 | 16.73 | 34.61 | 7.37 | 20.66 | 2.84 | 11.40 | 12.83 | 8.17 | 5.76 | 10.72 | 20.08 | 16.14 | 27.29 | 47.50 | 9.55 | 8.22 | 6.13 | 6.19 | 13.82 | 30.43 | 26.15 | 19.21 | 14.24 | 13.77 | 9.79 |
| Yield(%) | 0.00 | 7.53 | 8.90 | 4.74 | 6.04 | 7.22 | 6.51 | … | … | 0.00 | 7.65 | 11.90 | 4.67 | 0.81 | 0.75 | 0.94 | 6.11 | 9.66 | 3.79 | 1.07 | 3.15 | 4.69 | 1.91 | 1.25 | 0.68 | 1.07 | 3.62 | 2.54 | 1.32 | 0.00 | 0.90 | 0.74 | 1.24 | 0.24 | 0.20 | 0.48 | 13.63 | 9.52 | 1.07 |
Data as of 06/03/2026, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUEAX (MFS BLENDED RESEARCH CORE EQUITY FUND A) |
-16.49%
Sep 1999 – Sep 2002 |
-9.56%
Mar 1998 – Mar 2003 |
-4.87%
Feb 1999 – Feb 2009 |
2.49%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUEAX (MFS BLENDED RESEARCH CORE EQUITY FUND A) |
25.40%
Feb 2009 – Feb 2012 |
23.19%
Feb 2009 – Feb 2014 |
15.53%
Feb 2009 – Feb 2019 |
13.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart