Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFRKX (MFS RESEARCH FUND R6) | 6.80% | 19.45% | 17.56% | 7.71% | 11.69% | 11.83% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFRKX (MFS RESEARCH FUND R6) | 12/20/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 19.45 | 17.56 | 7.71 | 11.69 | 11.83 | NA | … | … | 6.80 | 13.14 | 19.14 | 22.89 | -22.21 | 18.88 | 11.79 | 33.53 | -4.17 | 23.67 | 9.13 | 1.06 | 10.67 | 32.57 | 17.47 | -0.56 | 15.66 | 30.57 | -36.36 | 13.24 | -0.73 |
| Sharpe Ratio | NA | 1.53 | 1.02 | 0.31 | 0.57 | NA | NA | … | … | 1.10 | 0.57 | 1.26 | 1.52 | -0.97 | 1.34 | 0.34 | 2.60 | -0.34 | 3.43 | 0.67 | 0.07 | 0.87 | 2.82 | 1.35 | -0.02 | 0.85 | 1.11 | -0.90 | 0.62 | -3.67 |
| Standard Deviation(%) | NA | 11.69 | 14.49 | 16.94 | 17.88 | NA | NA | … | … | 13.38 | 18.21 | 12.36 | 12.78 | 24.48 | 14.06 | 33.72 | 12.34 | 16.51 | 6.75 | 13.23 | 15.59 | 12.25 | 11.53 | 13.03 | 24.18 | 18.32 | 27.52 | 41.40 | 16.38 | 8.31 |
| Draw Down(%) | NA | 9.60 | 19.11 | 26.76 | 33.45 | NA | NA | … | … | 9.60 | 19.02 | 7.66 | 9.51 | 23.33 | 8.47 | 33.45 | 6.12 | 19.46 | 2.16 | 10.61 | 11.84 | 8.09 | 5.11 | 10.00 | 19.61 | 16.69 | 25.24 | 47.66 | 9.97 | 1.02 |
| Yield(%) | 0.00 | 15.85 | 12.51 | 6.90 | 8.74 | 10.33 | 8.39 | … | … | 0.00 | 16.06 | 11.36 | 8.06 | 0.85 | 0.75 | 0.95 | 5.09 | 11.19 | 10.27 | 6.28 | 6.91 | 6.28 | 3.92 | 1.16 | 0.97 | 0.95 | 1.38 | 0.72 | 0.99 | 0.56 |
Data as of 06/04/2026, Common starting date is 12/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRKX (MFS RESEARCH FUND R6) |
-7.61%
Jun 2007 – Jun 2010 |
0.67%
May 2007 – May 2012 |
7.48%
Jan 2007 – Jan 2017 |
7.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRKX (MFS RESEARCH FUND R6) |
24.89%
Feb 2009 – Feb 2012 |
22.97%
Feb 2009 – Feb 2014 |
16.24%
Feb 2009 – Feb 2019 |
14.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart