- ISIN
- US5527437421
- CUSIP
- 552743742
- Issuer
- MFS
- Inception Date
- Sep 15, 2015
- Category
- Small Cap Blend Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
BRSJX Performance Chart
MFS Blended Research Small Cap Equity Fund (BRSJX) is up 14.9% since the beginning of the year. BRSJX is currently trading at $17 per share. Investors who bought $1,000 worth of BRSJX shares 5 years ago would now be looking at an investment worth $1,338.
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Returns By Period
MFS Blended Research Small Cap Equity Fund (BRSJX) has returned 14.92% so far this year and 31.10% over the past 12 months. Over the last ten years, BRSJX has returned 9.64% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
MFS Blended Research Small Cap Equity Fund
- 1D
- 1.80%
- 1M
- 2.48%
- YTD
- 14.92%
- 6M
- 11.81%
- 1Y
- 31.10%
- 3Y*
- 12.37%
- 5Y*
- 5.99%
- 10Y*
- 9.64%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BRSJX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2016, BRSJX's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +14.0%, while the worst month was Mar 2020 at -22.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BRSJX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +9.7%, while the worst single day was Mar 16, 2020 at -14.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.61% | 2.46% | -5.76% | 12.15% | 0.66% | 0.77% | 14.92% | ||||||
| 2025 | 1.95% | -4.29% | -7.72% | -4.26% | 5.38% | 5.40% | 0.84% | 7.45% | 0.58% | -0.32% | 2.07% | -0.37% | 5.80% |
| 2024 | -1.84% | 3.22% | 2.34% | -6.15% | 3.45% | -1.37% | 8.94% | -2.43% | -0.06% | -1.37% | 8.85% | -7.48% | 4.75% |
| 2023 | 9.38% | -1.56% | -5.54% | -1.37% | -2.01% | 9.23% | 5.70% | -3.48% | -4.81% | -6.47% | 8.59% | 12.23% | 18.84% |
| 2022 | -7.05% | 1.90% | 0.96% | -8.90% | 0.49% | -8.82% | 9.60% | -4.31% | -8.93% | 10.77% | 2.88% | -6.06% | -18.40% |
| 2021 | 4.69% | 7.65% | 2.88% | 4.11% | 1.03% | 0.85% | -1.40% | 3.93% | -2.57% | 4.10% | -3.40% | 4.39% | 28.88% |
Benchmark Metrics
MFS Blended Research Small Cap Equity Fund has an annualized alpha of -3.37%, beta of 1.10, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.
- This fund participated in 115.13% of S&P 500 Index downside but only 100.24% of its upside - more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -3.37% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.10 and R2 of 0.75, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -3.37%
- Beta
- 1.10
- R²
- 0.75
- Upside Capture
- 100.24%
- Downside Capture
- 115.13%
Expense Ratio
BRSJX has an expense ratio of 0.74%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BRSJX ranks 45 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS Blended Research Small Cap Equity Fund (BRSJX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRSJX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.37 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 2.78 | +0.21 |
| Martin ratioReturn relative to average drawdown | 9.80 | 12.44 | -2.64 |
Dividends
Dividend History
MFS Blended Research Small Cap Equity Fund provided a 5.84% dividend yield over the last twelve months, with an annual payout of $0.99 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.99 | $0.99 | $1.14 | $0.12 | $0.54 | $2.13 | $0.10 | $0.26 | $0.72 | $0.39 | $0.04 |
Dividend yield | 5.84% | 6.71% | 7.66% | 0.78% | 4.18% | 12.97% | 0.67% | 1.83% | 6.23% | 3.01% | 0.36% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Blended Research Small Cap Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $0.99 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.14 | $1.14 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.13 | $2.13 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Blended Research Small Cap Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Blended Research Small Cap Equity Fund was 45.20%, occurring on Mar 18, 2020. Recovery took 189 trading sessions.
The current MFS Blended Research Small Cap Equity Fund drawdown is 0.29%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -45.20%Mar 2020 | 2mo 1d | 9mo 2d | 11mo 3dJan 2020 - Dec 2020 |
2025 selloff2025 | -29.05%Apr 2025 | 4mo 13d | 8mo 7d | 1y 15dNov 2024 - Dec 2025 |
Bear market2022 | -27.43%Sep 2022 | 10mo 21d | 1y 10mo | 2y 8moNov 2021 - Jul 2024 |
Rate-hike selloffLate 2018 | -24.83%Dec 2018 | 3mo 26d | 11mo 27d | 1y 3moAug 2018 - Dec 2019 |
2016 correction2016 | -13.24%Feb 2016 | 1mo 6d | 25d | 2mo 1dJan 2016 - Mar 2016 |
Drawdown Indicators
| BRSJX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.20% | -56.78% | +11.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.37% | -9.10% | -1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -29.05% | -18.90% | -10.15% |
Max Drawdown (5Y)Largest decline over 5 years | -29.05% | -25.43% | -3.62% |
Max Drawdown (10Y)Largest decline over 10 years | -45.20% | -33.92% | -11.28% |
Current DrawdownCurrent decline from peak | -0.29% | -1.80% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -10.71% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 2.03% | +1.13% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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