Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUESX (MFS BLENDED RESEARCH CORE EQUITY FUND R2) | 10.03% | 25.03% | 21.74% | 8.28% | 10.69% | 10.94% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUESX (MFS BLENDED RESEARCH CORE EQUITY FUND R2) | 09/04/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 25.03 | 21.74 | 8.28 | 10.69 | 10.94 | NA | … | … | 10.03 | 15.53 | 24.53 | 27.66 | -22.82 | 10.13 | 7.76 | 28.17 | -8.29 | 20.04 | 7.81 | 0.42 | 11.59 | 35.26 | 14.77 | 1.49 | 15.80 | 24.82 | -26.38 |
| Sharpe Ratio | NA | 1.94 | 1.27 | 0.31 | 0.47 | NA | NA | … | … | 1.71 | 0.67 | 1.61 | 1.82 | -0.97 | 0.48 | 0.21 | 2.09 | -0.56 | 2.79 | 0.56 | 0.02 | 0.98 | 3.11 | 1.14 | 0.06 | 0.87 | 0.91 | -0.94 |
| Standard Deviation(%) | NA | 12.20 | 15.15 | 18.81 | 19.29 | NA | NA | … | … | 13.95 | 18.99 | 13.01 | 13.29 | 25.05 | 21.05 | 35.76 | 12.76 | 17.28 | 6.97 | 13.50 | 15.70 | 11.82 | 11.34 | 13.04 | 23.84 | 17.98 | 27.09 | 65.09 |
| Draw Down(%) | NA | 8.66 | 19.21 | 34.29 | 34.61 | NA | NA | … | … | 8.66 | 19.21 | 8.71 | 9.39 | 24.29 | 17.42 | 34.61 | 7.39 | 20.75 | 2.87 | 11.49 | 12.85 | 8.22 | 5.77 | 10.76 | 20.09 | 16.21 | 27.34 | 40.71 |
| Yield(%) | 0.00 | 7.82 | 9.18 | 4.70 | 5.93 | 7.13 | 5.89 | … | … | 0.00 | 7.96 | 12.40 | 4.69 | 0.62 | 0.55 | 0.69 | 5.98 | 9.84 | 3.85 | 0.87 | 3.17 | 4.66 | 1.73 | 1.18 | 0.65 | 1.20 | 3.59 | 0.86 |
Data as of 06/04/2026, Common starting date is 09/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUESX (MFS BLENDED RESEARCH CORE EQUITY FUND R2) |
-2.89%
Dec 2019 – Dec 2022 |
1.49%
Dec 2017 – Dec 2022 |
6.48%
Oct 2013 – Oct 2023 |
9.23%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUESX (MFS BLENDED RESEARCH CORE EQUITY FUND R2) |
25.09%
Feb 2009 – Feb 2012 |
22.88%
Feb 2009 – Feb 2014 |
15.24%
Feb 2009 – Feb 2019 |
12.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart