Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUMX (MFS BLENDED RESEARCH VALUE EQUITY FUND R4) | 14.98% | 26.32% | 18.68% | 11.58% | 12.01% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUMX (MFS BLENDED RESEARCH VALUE EQUITY FUND R4) | 09/18/2015 | 06/11/2026 |
| 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 (%) | -0.22 | 26.32 | 18.68 | 11.58 | 12.01 | NA | NA | … | … | 14.98 | 4.13 | 12.79 | 14.65 | -4.13 | 26.31 | 1.61 | 23.38 | -8.36 | 16.68 | 14.12 | 3.29 |
| Sharpe Ratio | NA | 2.08 | 1.19 | 0.58 | 0.57 | NA | NA | … | … | 2.50 | 0.07 | 0.83 | 0.87 | -0.28 | 1.94 | 0.04 | 1.87 | -0.64 | 2.14 | 0.96 | 0.74 |
| Standard Deviation(%) | NA | 11.31 | 13.03 | 14.89 | 17.58 | NA | NA | … | … | 12.69 | 19.22 | 11.10 | 12.75 | 20.29 | 13.55 | 37.10 | 11.70 | 15.33 | 7.50 | 14.47 | 16.07 |
| Draw Down(%) | NA | 6.68 | 15.14 | 16.18 | 38.77 | NA | NA | … | … | 6.68 | 13.96 | 7.86 | 9.94 | 16.18 | 6.38 | 38.77 | 7.21 | 18.38 | 4.49 | 11.76 | 5.38 |
| Yield(%) | 0.00 | 11.87 | 9.98 | 8.81 | 8.54 | 6.02 | 4.52 | … | … | 0.00 | 12.49 | 11.46 | 4.00 | 7.44 | 14.42 | 1.84 | 2.62 | 4.33 | 3.91 | 0.81 | 0.98 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| BRUMX (MFS BLENDED RESEARCH VALUE EQUITY FUND R4) |
-2.57%
Mar 2017 – Mar 2020 |
4.93%
Oct 2015 – Oct 2020 |
10.24%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUMX (MFS BLENDED RESEARCH VALUE EQUITY FUND R4) |
19.90%
May 2023 – May 2026 |
17.53%
Mar 2020 – Mar 2025 |
12.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart