- ISIN
- US5527438411
- Issuer
- MFS
- Inception Date
- Sep 15, 2015
- Category
- Large Cap Growth Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
BRWJX Performance Chart
MFS Blended Research Growth Equity Fund (BRWJX) is up 4.2% since the beginning of the year. BRWJX is currently trading at $29 per share. Investors who bought $1,000 worth of BRWJX shares 5 years ago would now be looking at an investment worth $1,756.
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Returns By Period
MFS Blended Research Growth Equity Fund (BRWJX) has returned 4.20% so far this year and 13.81% over the past 12 months. Looking at the last ten years, BRWJX has achieved an annualized return of 16.16%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
MFS Blended Research Growth Equity Fund
- 1D
- 3.12%
- 1M
- -1.41%
- 6M
- 4.51%
- YTD
- 4.20%
- 1Y
- 13.81%
- 3Y*
- 20.85%
- 5Y*
- 11.92%
- 10Y*
- 16.16%
- ALL TIME*
- 15.31%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BRWJX Monthly Returns History
Based on dividend-adjusted daily data since Sep 17, 2015, BRWJX's average daily return is +0.07%, while the average monthly return is +1.31%. At this rate, an investment would double in approximately 4.4 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +14.5%, while the worst month was Apr 2022 at -11.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BRWJX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.7%, while the worst single day was Mar 16, 2020 at -11.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.29% | -2.91% | -5.24% | 11.33% | 6.88% | -1.26% | -3.33% | 4.20% | |||||
| 2025 | 2.66% | -4.41% | -8.55% | 1.28% | 9.18% | 6.85% | 3.22% | 1.63% | 4.93% | 2.72% | -2.29% | -0.23% | 16.90% |
| 2024 | 3.04% | 7.04% | 3.17% | -4.34% | 6.71% | 6.20% | -1.46% | 1.48% | 3.17% | 0.20% | 6.42% | -0.07% | 35.62% |
| 2023 | 8.23% | -1.73% | 6.11% | 0.45% | 4.33% | 8.05% | 3.33% | -0.77% | -5.29% | -1.80% | 10.89% | 4.38% | 41.06% |
| 2022 | -7.58% | -5.20% | 3.11% | -11.29% | -1.11% | -8.13% | 11.09% | -3.98% | -9.82% | 5.59% | 3.08% | -7.83% | -29.75% |
| 2021 | 0.11% | 0.65% | 2.74% | 6.75% | -0.88% | 5.84% | 3.55% | 3.66% | -6.18% | 7.24% | 0.30% | 2.54% | 28.77% |
Benchmark Metrics
MFS Blended Research Growth Equity Fund has an annualized alpha of 1.30%, beta of 1.10, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since September 17, 2015.
- This fund captured 112.91% of S&P 500 Index gains and 103.55% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.10 and R2 of 0.91, 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
- 1.30%
- Beta
- 1.10
- R²
- 0.91
- Upside Capture
- 112.91%
- Downside Capture
- 103.55%
Expense Ratio
BRWJX has an expense ratio of 0.49%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BRWJX ranks 15 for risk / return — above 15% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for MFS Blended Research Growth Equity Fund (BRWJX) 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.
| BRWJX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.25 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 2.00 | -1.24 |
| Martin ratioReturn relative to average drawdown | 2.44 | 8.49 | -6.05 |
Dividends
Dividend History
MFS Blended Research Growth Equity Fund provided a 6.36% dividend yield over the last twelve months, with an annual payout of $1.83 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.83 | $1.83 | $1.23 | $0.12 | $0.34 | $3.51 | $1.26 | $0.68 | $0.93 | $0.11 | $0.04 | $0.04 |
Dividend yield | 6.36% | 6.63% | 4.91% | 0.61% | 2.48% | 17.39% | 6.83% | 4.52% | 7.81% | 0.82% | 0.39% | 0.35% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Blended Research Growth 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 | $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 | $1.83 | $1.83 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 | $1.23 |
| 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 | $0.34 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.51 | $3.51 |
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 Growth 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 Growth Equity Fund was 32.12%, occurring on Jan 5, 2023. Recovery took 260 trading sessions.
The current MFS Blended Research Growth Equity Fund drawdown is 5.70%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-32.12%Jan 2023 | 1y 8d | 1y 14d | 2y 22dDec 2021 - Jan 2024 | — |
-30.89%Mar 2020 | 1mo 2d | 2mo 19d | 3mo 21dFeb 2020 - Jun 2020 | COVID crash2020 |
-23.84%Apr 2025 | 2mo 14d | 2mo 19d | 5mo 3dJan 2025 - Jun 2025 | 2025 selloff2025 |
-23.18%Dec 2018 | 2mo 23d | 6mo 10d | 9mo 3dOct 2018 - Jul 2019 | Rate-hike selloffLate 2018 |
-15.10%Mar 2026 | 5mo 1d | 1mo 7d | 6mo 8dOct 2025 - May 2026 | — |
Drawdown Indicators
| BRWJX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.12% | -56.78% | +24.66% |
Max Drawdown (1Y)Largest decline over 1 year | -15.10% | -9.10% | -6.00% |
Max Drawdown (3Y)Largest decline over 3 years | -23.84% | -18.90% | -4.94% |
Max Drawdown (5Y)Largest decline over 5 years | -32.12% | -25.43% | -6.69% |
Max Drawdown (10Y)Largest decline over 10 years | -32.12% | -33.92% | +1.80% |
Current DrawdownCurrent decline from peak | -5.70% | -1.58% | -4.12% |
Average DrawdownAverage peak-to-trough decline | -6.09% | -10.70% | +4.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 2.14% | +2.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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