Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCPRX (MFS MID CAP GROWTH FUND R2) | 4.53% | 2.75% | 11.10% | 3.59% | 11.03% | 10.98% | 8.28% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCPRX (MFS MID CAP GROWTH FUND R2) | 11/03/2003 | 06/04/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 2.75 | 11.10 | 3.59 | 11.03 | 10.98 | 8.28 | … | … | 4.53 | 3.04 | 14.05 | 20.69 | -28.71 | 13.36 | 35.02 | 37.14 | 0.57 | 25.62 | 4.15 | 3.93 | 8.30 | 36.54 | 15.83 | -6.29 | 28.24 | 41.34 | -51.24 | 9.10 | 1.65 | 2.25 | 13.99 | 1.17 |
| Sharpe Ratio | NA | 0.13 | 0.45 | 0.04 | 0.47 | NA | NA | … | … | 0.34 | 0.01 | 0.68 | 1.17 | -1.07 | 0.76 | 1.05 | 2.60 | -0.04 | 3.00 | 0.26 | 0.25 | 0.60 | 2.83 | 1.02 | -0.23 | 1.38 | 1.49 | -1.22 | 0.34 | -0.12 | 0.00 | 0.78 | 0.43 |
| Standard Deviation(%) | NA | 16.55 | 17.68 | 19.92 | 19.89 | NA | NA | … | … | 20.06 | 20.98 | 15.37 | 14.65 | 28.33 | 17.66 | 33.10 | 13.73 | 18.48 | 8.36 | 14.92 | 15.65 | 13.76 | 12.89 | 15.54 | 27.76 | 20.45 | 27.66 | 42.61 | 17.44 | 14.58 | 11.77 | 16.59 | 16.06 |
| Draw Down(%) | NA | 16.59 | 21.90 | 37.00 | 37.00 | NA | NA | … | … | 12.86 | 21.06 | 8.61 | 12.70 | 35.25 | 12.48 | 33.69 | 6.57 | 22.11 | 2.71 | 13.75 | 11.81 | 8.76 | 4.81 | 11.72 | 23.01 | 15.67 | 20.62 | 59.92 | 11.60 | 15.84 | 11.60 | 17.57 | 4.88 |
| Yield(%) | 0.00 | 15.47 | 9.71 | 5.73 | 7.95 | 9.01 | 6.96 | … | … | 0.00 | 16.19 | 9.12 | 0.00 | 0.00 | 4.33 | 1.18 | 1.26 | 4.77 | 10.63 | 5.97 | 3.01 | 7.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCPRX (MFS MID CAP GROWTH FUND R2) |
-22.38%
Feb 2006 – Feb 2009 |
-11.94%
Feb 2004 – Feb 2009 |
3.87%
Feb 2006 – Feb 2016 |
6.32%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCPRX (MFS MID CAP GROWTH FUND R2) |
28.15%
Feb 2009 – Feb 2012 |
25.30%
Feb 2009 – Feb 2014 |
17.74%
Feb 2009 – Feb 2019 |
15.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart