Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFRCX (MFS RESEARCH FUND C) | 6.33% | 18.18% | 16.32% | 9.08% | 12.30% | 11.85% | 9.71% | … | … |
Data as of 06/04/2026, Common starting date is 12/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFRCX (MFS RESEARCH FUND C) | 12/28/1994 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 18.18 | 16.32 | 9.08 | 12.30 | 11.85 | 9.71 | … | … | 6.33 | 11.93 | 17.89 | 21.61 | -17.85 | 23.75 | 15.71 | 32.15 | -5.23 | 22.40 | 7.92 | 0.01 | 9.48 | 31.10 | 16.29 | -1.41 | 14.82 | 29.39 | -36.92 | 12.22 | 9.61 | 6.90 | 15.12 | 23.77 | -25.27 | -22.15 | -5.03 | 23.02 | 22.10 | 19.75 | 23.73 | 29.31 | 0.45 |
| Sharpe Ratio | NA | 1.42 | 0.93 | 0.40 | 0.61 | NA | NA | … | … | 1.01 | 0.50 | 1.16 | 1.42 | -0.81 | 1.86 | 0.46 | 2.48 | -0.40 | 3.23 | 0.58 | 0.00 | 0.77 | 2.70 | 1.26 | -0.06 | 0.80 | 1.07 | -0.91 | 0.56 | 0.55 | 0.44 | 1.18 | 1.45 | -1.07 | -1.07 | -0.34 | 1.10 | 0.87 | 0.98 | 1.67 | 2.25 | 16.10 |
| Standard Deviation(%) | NA | 11.69 | 14.50 | 16.55 | 17.64 | NA | NA | … | … | 13.37 | 18.25 | 12.35 | 12.79 | 23.82 | 12.79 | 33.41 | 12.36 | 16.51 | 6.76 | 13.21 | 15.58 | 12.23 | 11.53 | 13.02 | 24.26 | 18.33 | 27.41 | 41.36 | 16.38 | 11.24 | 10.66 | 11.94 | 15.89 | 24.77 | 23.28 | 27.11 | 17.82 | 21.51 | 16.38 | 11.93 | 11.26 | 4.42 |
| Draw Down(%) | NA | 9.75 | 19.40 | 23.80 | 33.53 | NA | NA | … | … | 9.75 | 19.19 | 7.71 | 9.75 | 23.50 | 5.69 | 33.53 | 6.17 | 19.69 | 2.22 | 10.73 | 12.05 | 8.17 | 5.21 | 10.12 | 19.78 | 16.67 | 25.38 | 48.06 | 10.09 | 10.12 | 8.12 | 10.38 | 13.27 | 33.48 | 38.40 | 21.08 | 12.65 | 27.28 | 10.83 | 11.62 | 6.22 | 0.00 |
| Yield(%) | 0.00 | 17.92 | 13.38 | 9.37 | 10.73 | 11.81 | 10.51 | … | … | 0.00 | 18.07 | 12.19 | 8.15 | 6.04 | 6.97 | 5.62 | 4.36 | 11.00 | 9.94 | 5.65 | 6.37 | 5.66 | 3.04 | 0.10 | 0.09 | 0.22 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 0.06 | 0.00 | 0.00 | 12.22 | 8.80 | 4.56 | 4.91 | 5.97 | 0.03 | 0.03 |
Data as of 06/04/2026, Common starting date is 12/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRCX (MFS RESEARCH FUND C) |
-21.10%
Mar 2000 – Mar 2003 |
-7.03%
Mar 1998 – Mar 2003 |
-3.72%
Feb 1999 – Feb 2009 |
2.10%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRCX (MFS RESEARCH FUND C) |
27.23%
Mar 1995 – Mar 1998 |
23.83%
Mar 1995 – Mar 2000 |
15.09%
Feb 2009 – Feb 2019 |
14.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart