Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKIX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND I) | 21.58% | 44.32% | 23.55% | 8.87% | 10.93% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKIX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND I) | 09/16/2015 | 06/10/2026 |
| 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 (%) | -6.74 | 44.32 | 23.55 | 8.87 | 10.93 | NA | NA | … | … | 21.58 | 33.78 | 14.06 | 9.73 | -18.96 | 3.69 | 10.00 | 18.94 | -16.44 | 39.18 | 14.70 | -3.62 |
| Sharpe Ratio | NA | 2.68 | 1.41 | 0.41 | 0.56 | NA | NA | … | … | 2.73 | 2.01 | 0.76 | 0.49 | -1.04 | 0.24 | 0.34 | 1.37 | -1.00 | 4.13 | 0.78 | -0.72 |
| Standard Deviation(%) | NA | 17.37 | 15.48 | 16.07 | 17.30 | NA | NA | … | … | 22.33 | 15.41 | 13.71 | 12.61 | 19.66 | 15.01 | 28.91 | 12.70 | 17.84 | 9.38 | 18.68 | 16.49 |
| Draw Down(%) | NA | 13.43 | 15.98 | 34.65 | 39.31 | NA | NA | … | … | 13.43 | 14.07 | 9.94 | 11.38 | 31.36 | 11.60 | 33.98 | 11.27 | 26.60 | 4.19 | 12.16 | 11.62 |
| Yield(%) | 0.00 | 2.87 | 3.01 | 2.48 | 3.83 | 2.63 | 1.97 | … | … | 0.00 | 3.24 | 2.83 | 2.92 | 2.41 | 3.78 | 1.71 | 2.15 | 4.15 | 5.81 | 1.66 | 0.60 |
Data as of 06/10/2026, Common starting date is 09/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKIX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND I) |
-4.64%
Jan 2021 – Jan 2024 |
-3.68%
Oct 2017 – Oct 2022 |
8.59%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKIX (MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND I) |
27.81%
May 2023 – May 2026 |
14.84%
Jan 2016 – Jan 2021 |
11.76%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart