Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFRBX (MFS RESEARCH FUND B) | 5.96% | 18.06% | 16.18% | 9.16% | 12.32% | 11.73% | 9.68% | … | … |
Data as of 06/03/2026, Common starting date is 12/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFRBX (MFS RESEARCH FUND B) | 12/27/1993 | 06/03/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 18.06 | 16.18 | 9.16 | 12.32 | 11.73 | 9.68 | … | … | 5.96 | 11.95 | 17.87 | 21.60 | -17.84 | 23.73 | 15.75 | 32.13 | -5.20 | 22.34 | 7.95 | 0.02 | 9.49 | 31.09 | 16.29 | -1.42 | 14.56 | 29.44 | -36.91 | 12.19 | 9.66 | 6.85 | 15.07 | 23.72 | -25.27 | -22.12 | -5.07 | 23.03 | 22.11 | 19.74 | 23.68 | 29.23 | -10.07 | -9.69 |
| Sharpe Ratio | NA | 1.42 | 0.93 | 0.40 | 0.61 | NA | NA | … | … | 1.01 | 0.50 | 1.15 | 1.42 | -0.81 | 1.86 | 0.46 | 2.49 | -0.40 | 3.23 | 0.58 | 0.00 | 0.77 | 2.69 | 1.26 | -0.06 | 0.79 | 1.07 | -0.91 | 0.55 | 0.56 | 0.43 | 1.18 | 1.44 | -1.06 | -1.07 | -0.34 | 1.10 | 0.87 | 0.98 | 1.66 | 2.24 | -0.91 | -1.12 |
| Standard Deviation(%) | NA | 11.69 | 14.50 | 16.55 | 17.64 | NA | NA | … | … | 13.38 | 18.25 | 12.33 | 12.79 | 23.83 | 12.77 | 33.40 | 12.34 | 16.52 | 6.74 | 13.22 | 15.58 | 12.23 | 11.53 | 13.01 | 24.24 | 18.41 | 27.46 | 41.41 | 16.40 | 11.20 | 10.65 | 11.91 | 15.98 | 24.81 | 23.30 | 27.09 | 17.82 | 21.52 | 16.36 | 11.96 | 11.27 | 14.42 | 91.40 |
| Draw Down(%) | NA | 9.76 | 19.38 | 23.80 | 33.54 | NA | NA | … | … | 9.76 | 19.19 | 7.70 | 9.73 | 23.50 | 5.69 | 33.54 | 6.15 | 19.69 | 2.21 | 10.72 | 12.04 | 8.16 | 5.22 | 10.13 | 19.79 | 16.82 | 25.40 | 48.06 | 10.06 | 10.13 | 8.12 | 10.39 | 13.27 | 33.44 | 38.37 | 21.10 | 12.62 | 27.30 | 10.80 | 11.63 | 6.25 | 18.84 | 10.57 |
| Yield(%) | 0.00 | 17.75 | 13.25 | 9.36 | 10.71 | 11.61 | 10.46 | … | … | 0.00 | 17.85 | 12.05 | 8.07 | 5.98 | 6.91 | 5.58 | 4.25 | 11.04 | 9.84 | 5.54 | 6.29 | 5.60 | 2.85 | 0.00 | 0.00 | 0.00 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.08 | 0.00 | 0.00 | 12.19 | 8.80 | 4.56 | 4.89 | 5.83 | 0.00 | 0.02 | 0.16 |
Data as of 06/03/2026, Common starting date is 12/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRBX (MFS RESEARCH FUND B) |
-21.09%
Mar 2000 – Mar 2003 |
-7.02%
Mar 1998 – Mar 2003 |
-3.72%
Feb 1999 – Feb 2009 |
2.08%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRBX (MFS RESEARCH FUND B) |
27.16%
Mar 1995 – Mar 1998 |
23.79%
Mar 1995 – Mar 2000 |
15.06%
Feb 2009 – Feb 2019 |
14.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart