Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFRHX (MFS RESEARCH FUND R3) | 6.66% | 19.08% | 17.19% | 7.36% | 11.32% | 11.47% | 9.63% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFRHX (MFS RESEARCH FUND R3) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 19.08 | 17.19 | 7.36 | 11.32 | 11.47 | 9.63 | … | … | 6.66 | 12.79 | 18.78 | 22.50 | -22.50 | 18.49 | 11.31 | 33.13 | -4.49 | 23.32 | 8.74 | 0.72 | 10.30 | 32.15 | 17.17 | -0.69 | 15.62 | 30.36 | -36.45 | 12.91 | 10.32 | 9.44 |
| Sharpe Ratio | NA | 1.50 | 0.99 | 0.29 | 0.55 | NA | NA | … | … | 1.07 | 0.55 | 1.23 | 1.49 | -0.98 | 1.31 | 0.33 | 2.56 | -0.36 | 3.37 | 0.64 | 0.04 | 0.84 | 2.79 | 1.33 | -0.03 | 0.84 | 1.10 | -0.90 | 0.60 | 0.62 | 1.00 |
| Standard Deviation(%) | NA | 11.70 | 14.49 | 16.95 | 17.89 | NA | NA | … | … | 13.39 | 18.22 | 12.35 | 12.79 | 24.49 | 14.06 | 33.73 | 12.35 | 16.50 | 6.76 | 13.22 | 15.59 | 12.24 | 11.53 | 12.98 | 24.27 | 18.41 | 27.40 | 41.44 | 16.41 | 11.22 | 10.70 |
| Draw Down(%) | NA | 9.64 | 19.19 | 27.13 | 33.51 | NA | NA | … | … | 9.64 | 19.07 | 7.68 | 9.58 | 23.60 | 8.52 | 33.51 | 6.13 | 19.49 | 2.17 | 10.65 | 11.91 | 8.12 | 5.16 | 10.02 | 19.62 | 16.58 | 25.26 | 47.72 | 10.02 | 10.04 | 6.51 |
| Yield(%) | 0.00 | 15.62 | 12.21 | 6.61 | 8.34 | 9.80 | 8.92 | … | … | 0.00 | 15.80 | 11.04 | 7.76 | 0.57 | 0.37 | 0.59 | 4.76 | 10.85 | 9.90 | 5.92 | 6.57 | 5.95 | 3.56 | 1.03 | 0.84 | 1.02 | 1.22 | 0.54 | 0.82 | 0.24 | 0.31 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRHX (MFS RESEARCH FUND R3) |
-13.01%
Feb 2006 – Feb 2009 |
-0.04%
Aug 2005 – Aug 2010 |
6.58%
Jan 2006 – Jan 2016 |
7.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRHX (MFS RESEARCH FUND R3) |
24.75%
Feb 2009 – Feb 2012 |
22.73%
Feb 2009 – Feb 2014 |
15.94%
Feb 2009 – Feb 2019 |
13.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart