Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFRJX (MFS RESEARCH FUND R4) | 6.79% | 19.39% | 17.48% | 7.65% | 11.62% | 11.76% | 9.90% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFRJX (MFS RESEARCH FUND R4) | 04/07/2005 | 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 (%) | 0.08 | 19.39 | 17.48 | 7.65 | 11.62 | 11.76 | 9.90 | … | … | 6.79 | 13.06 | 19.07 | 22.80 | -22.25 | 18.82 | 11.72 | 33.47 | -4.28 | 23.60 | 9.01 | 0.97 | 10.59 | 32.45 | 17.44 | -0.49 | 15.73 | 30.77 | -36.29 | 13.25 | 10.60 | 8.60 |
| Sharpe Ratio | NA | 1.53 | 1.01 | 0.31 | 0.56 | NA | NA | … | … | 1.10 | 0.56 | 1.25 | 1.51 | -0.97 | 1.34 | 0.34 | 2.59 | -0.34 | 3.41 | 0.67 | 0.06 | 0.87 | 2.81 | 1.35 | -0.02 | 0.85 | 1.12 | -0.90 | 0.62 | 0.64 | 0.88 |
| Standard Deviation(%) | NA | 11.69 | 14.48 | 16.93 | 17.88 | NA | NA | … | … | 13.37 | 18.21 | 12.35 | 12.79 | 24.46 | 14.05 | 33.73 | 12.37 | 16.52 | 6.76 | 13.21 | 15.59 | 12.22 | 11.55 | 12.98 | 24.27 | 18.38 | 27.38 | 41.46 | 16.38 | 11.22 | 10.74 |
| Draw Down(%) | NA | 9.60 | 19.12 | 26.82 | 33.47 | NA | NA | … | … | 9.60 | 19.02 | 7.67 | 9.53 | 23.37 | 8.46 | 33.47 | 6.15 | 19.49 | 2.16 | 10.63 | 11.86 | 8.09 | 5.14 | 9.99 | 19.55 | 16.67 | 25.24 | 47.61 | 10.00 | 9.98 | 6.41 |
| Yield(%) | 0.00 | 15.74 | 12.40 | 6.82 | 8.63 | 10.19 | 9.34 | … | … | 0.00 | 15.93 | 11.26 | 7.96 | 0.79 | 0.67 | 0.87 | 5.01 | 11.07 | 9.99 | 6.16 | 6.81 | 6.21 | 3.81 | 1.14 | 1.07 | 1.03 | 1.46 | 0.81 | 0.96 | 0.58 | 0.46 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRJX (MFS RESEARCH FUND R4) |
-12.78%
Feb 2006 – Feb 2009 |
0.21%
Aug 2005 – Aug 2010 |
6.84%
Jan 2006 – Jan 2016 |
7.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRJX (MFS RESEARCH FUND R4) |
25.00%
Feb 2009 – Feb 2012 |
23.00%
Feb 2009 – Feb 2014 |
16.21%
Feb 2009 – Feb 2019 |
14.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart