Summary
BREE
Prices · period metrics · 1M
NAV as of 02/06/2026
28/04/2026 → 28/05/2026
Return 11.75% Volatility 26.59% Sharpe 7.26
Official loaded data — not a live quote.

MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF

Symbol: BREE

Exchange: NYSE

Sector: Technology

Category: Diversified Emerging Mkts

Inception date: 05/03/2026

Latest date: 02/06/2026

Current price: $28.24

Expense ratio: 0.44%

Assets under management
$23.7M
0.68% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

11.75%

Ann. 196.70% (Sharpe / Sortino numerator)

Volatility

26.59%

Sharpe ratio

7.261

VaR 95%

-2.93%

CVaR 95%: -3.06%
Max drawdown: -5.23%
Sortino ratio: 10.570
Calmar ratio: 37.64

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

22.04%

Ann. 104.12% (Sharpe / Sortino numerator)

Volatility

27.59%

Sharpe ratio

3.642

VaR 95%

-3.20%

CVaR 95%: -3.28%
Max drawdown: -7.74%
Sortino ratio: 5.955
Calmar ratio: 13.46

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 1M

Daily simple returns from the same adjusted closes used by the performance chart: 04/05/2026 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.572%

Best day

3.73%

06/05/2026
Worst day

-3.15%

12/05/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $28.05 $28.25 $28.05 $28.24 1,600
01/06/2026 $27.51 $27.94 $27.51 $27.94 800
29/05/2026 $27.25 $27.27 $27.25 $27.27 500
28/05/2026 $26.90 $27.28 $26.90 $27.27 2,400
27/05/2026 $27.15 $27.15 $27.02 $27.09 600
26/05/2026 $26.65 $26.95 $26.65 $26.95 900
22/05/2026 $26.10 $26.17 $26.08 $26.08 500
21/05/2026 $26.00 $26.20 $25.95 $26.19 1,200
20/05/2026 $25.60 $25.93 $25.60 $25.93 2,400
19/05/2026 $25.35 $25.65 $25.35 $25.57 1,300