- ISIN
- US5529874977
- Issuer
- MFS
- Inception Date
- Sep 15, 2015
- Category
- Foreign Large Cap Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
BRXIX Performance Chart
MFS Blended Research International Equity Fund (BRXIX) is up 16.3% since the beginning of the year. BRXIX is currently trading at $20 per share. Investors who bought $1,000 worth of BRXIX shares 5 years ago would now be looking at an investment worth $1,798.
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Returns By Period
MFS Blended Research International Equity Fund (BRXIX) has returned 16.33% so far this year and 38.49% over the past 12 months. Over the last ten years, BRXIX has returned 11.48% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
MFS Blended Research International Equity Fund
- 1D
- 0.35%
- 1M
- 6.44%
- YTD
- 16.33%
- 6M
- 19.58%
- 1Y
- 38.49%
- 3Y*
- 24.67%
- 5Y*
- 12.45%
- 10Y*
- 11.48%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
BRXIX Monthly Returns History
Based on dividend-adjusted daily data since Sep 17, 2015, BRXIX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2022 with a return of +13.3%, while the worst month was Mar 2020 at -14.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BRXIX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +7.9%, while the worst single day was Mar 12, 2020 at -10.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.75% | 4.38% | -8.49% | 7.30% | 5.96% | 0.35% | 16.33% | ||||||
| 2025 | 4.10% | 1.49% | 0.88% | 3.41% | 5.41% | 4.80% | -0.00% | 3.18% | 3.57% | 1.78% | 2.28% | 3.27% | 39.87% |
| 2024 | -0.99% | 2.67% | 4.15% | -1.41% | 5.07% | -0.60% | 3.56% | 2.78% | 2.07% | -4.05% | 0.15% | -1.74% | 11.82% |
| 2023 | 9.37% | -4.37% | 2.02% | 2.15% | -4.05% | 4.39% | 3.03% | -3.59% | -2.97% | -3.93% | 7.27% | 5.50% | 14.42% |
| 2022 | -2.02% | -3.09% | 0.25% | -5.70% | 1.73% | -9.35% | 4.31% | -4.49% | -9.13% | 4.66% | 13.25% | -2.46% | -13.36% |
| 2021 | 0.66% | 2.36% | 3.26% | 2.62% | 3.45% | -0.65% | -1.17% | 1.77% | -3.41% | 2.78% | -3.51% | 4.88% | 13.38% |
Benchmark Metrics
MFS Blended Research International Equity Fund has an annualized alpha of 0.77%, beta of 0.72, and R2 of 0.67 versus S&P 500 Index. Calculated based on daily prices since September 18, 2015.
- This fund participated in 84.38% of S&P 500 Index downside but only 76.05% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.77%
- Beta
- 0.72
- R²
- 0.67
- Upside Capture
- 76.05%
- Downside Capture
- 84.38%
Expense Ratio
BRXIX has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BRXIX ranks 82 for risk / return — in the top 82% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS Blended Research International Equity Fund (BRXIX) and compare them to S&P 500 Index.
| BRXIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.95 | 2.39 | +0.56 |
Sortino ratioReturn per unit of downside risk | 3.99 | 3.25 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.55 | 1.43 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 3.59 | 3.11 | +0.48 |
Martin ratioReturn relative to average drawdown | 14.12 | 14.38 | -0.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
MFS Blended Research International Equity Fund provided a 3.62% dividend yield over the last twelve months, with an annual payout of $0.73 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.73 | $0.73 | $0.62 | $0.34 | $0.29 | $0.93 | $0.28 | $0.33 | $0.66 | $0.14 | $0.05 | $0.05 |
Dividend yield | 3.62% | 4.21% | 4.81% | 2.81% | 2.68% | 7.23% | 2.32% | 2.91% | 6.83% | 1.13% | 0.53% | 0.54% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Blended Research International 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 | $0.73 | $0.73 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.62 |
| 2023 | $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 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.93 |
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 International 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 International Equity Fund was 36.21%, occurring on Mar 23, 2020. Recovery took 178 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -36.21%Mar 2020 | 2y 1mo | 8mo 15d | 2y 10moJan 2018 - Dec 2020 |
Bear market2022 | -26.48%Sep 2022 | 8mo 20d | 1y 5mo | 2y 1moJan 2022 - Mar 2024 |
2016 correction2016 | -19.43%Feb 2016 | 3mo 18d | 1y 5d | 1y 3moOct 2015 - Feb 2017 |
2025 selloff2025 | -12.72%Apr 2025 | 19d | 22d | 1mo 11dMar 2025 - Apr 2025 |
2026 correction2026 | -11.21%Mar 2026 | 1mo 1d | 1mo 7d | 2mo 8dFeb 2026 - May 2026 |
Drawdown Indicators
| BRXIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.21% | -56.78% | +20.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -9.10% | -2.11% |
Max Drawdown (3Y)Largest decline over 3 years | -12.72% | -18.90% | +6.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -25.43% | -1.05% |
Max Drawdown (10Y)Largest decline over 10 years | -36.21% | -33.92% | -2.29% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.91% | -10.72% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 1.97% | +0.87% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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