Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUECX (MFS BLENDED RESEARCH CORE EQUITY FUND C) | 9.79% | 24.39% | 21.14% | 7.70% | 10.11% | 10.36% | 8.52% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUECX (MFS BLENDED RESEARCH CORE EQUITY FUND C) | 12/22/1997 | 06/04/2026 |
| 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 (%) | 0.29 | 24.39 | 21.14 | 7.70 | 10.11 | 10.36 | 8.52 | … | … | 9.79 | 14.97 | 23.90 | 27.04 | -23.28 | 9.44 | 7.19 | 27.52 | -8.74 | 19.41 | 7.33 | -0.09 | 10.98 | 34.66 | 14.12 | 0.97 | 15.30 | 24.13 | -36.99 | 7.57 | 19.07 | 4.93 | 12.72 | 24.58 | -21.61 | -11.65 | -16.26 | -17.17 | 11.22 | -6.33 |
| Sharpe Ratio | NA | 1.88 | 1.23 | 0.28 | 0.44 | NA | NA | … | … | 1.67 | 0.64 | 1.56 | 1.77 | -0.99 | 0.45 | 0.19 | 2.04 | -0.59 | 2.70 | 0.53 | -0.01 | 0.93 | 3.05 | 1.09 | 0.04 | 0.84 | 0.89 | -0.93 | 0.28 | 1.51 | 0.26 | 1.11 | 1.47 | -0.96 | -0.74 | -1.04 | -1.01 | 0.41 | -1.41 |
| Standard Deviation(%) | NA | 12.21 | 15.15 | 18.84 | 19.30 | NA | NA | … | … | 13.96 | 18.98 | 12.99 | 13.31 | 25.07 | 21.14 | 35.75 | 12.77 | 17.32 | 6.97 | 13.45 | 15.68 | 11.82 | 11.36 | 13.00 | 23.44 | 18.04 | 27.06 | 40.53 | 15.99 | 10.41 | 10.31 | 10.62 | 16.19 | 23.67 | 19.33 | 19.61 | 20.33 | 18.93 | 69.52 |
| Draw Down(%) | NA | 8.78 | 19.28 | 34.78 | 34.78 | NA | NA | … | … | 8.78 | 19.28 | 8.73 | 9.50 | 24.69 | 17.57 | 34.67 | 7.45 | 20.85 | 2.94 | 11.50 | 12.88 | 8.23 | 5.84 | 10.84 | 20.18 | 16.31 | 27.37 | 47.80 | 9.56 | 8.32 | 6.16 | 6.30 | 14.49 | 30.80 | 26.38 | 19.72 | 24.39 | 13.85 | 9.77 |
| Yield(%) | 0.00 | 7.54 | 8.73 | 4.27 | 5.29 | 6.29 | 5.49 | … | … | 0.00 | 7.65 | 12.00 | 4.03 | 0.04 | 0.00 | 0.13 | 5.47 | 9.32 | 3.03 | 0.36 | 2.95 | 4.38 | 1.36 | 0.69 | 0.00 | 0.30 | 3.04 | 2.08 | 0.73 | 0.00 | 0.33 | 0.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.44 | 1.02 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MUECX (MFS BLENDED RESEARCH CORE EQUITY FUND C) |
-21.07%
Sep 1999 – Sep 2002 |
-14.25%
Mar 1998 – Mar 2003 |
-6.90%
Feb 1999 – Feb 2009 |
0.26%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUECX (MFS BLENDED RESEARCH CORE EQUITY FUND C) |
24.48%
Feb 2009 – Feb 2012 |
22.27%
Feb 2009 – Feb 2014 |
14.66%
Feb 2009 – Feb 2019 |
12.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart