Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFRLX (Mfs Research Fund Class R) | 6.32% | 18.19% | 16.31% | 6.15% | 10.21% | 10.45% | 8.66% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFRLX (Mfs Research Fund Class R) | 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 (%) | 0.06 | 18.19 | 16.31 | 6.15 | 10.21 | 10.45 | 8.66 | … | … | 6.32 | 11.95 | 17.88 | 21.62 | -23.94 | 16.63 | 9.80 | 32.11 | -5.21 | 22.41 | 7.93 | -0.04 | 9.51 | 31.13 | 16.27 | -1.45 | 14.61 | 29.43 | -36.95 | 12.15 | 9.51 | 8.83 |
| Sharpe Ratio | NA | 1.42 | 0.93 | 0.22 | 0.48 | NA | NA | … | … | 1.01 | 0.50 | 1.15 | 1.42 | -1.03 | 1.15 | 0.28 | 2.48 | -0.40 | 3.23 | 0.58 | 0.00 | 0.78 | 2.70 | 1.26 | -0.06 | 0.79 | 1.07 | -0.91 | 0.55 | 0.54 | 0.92 |
| Standard Deviation(%) | NA | 11.69 | 14.50 | 17.10 | 17.98 | NA | NA | … | … | 13.37 | 18.25 | 12.35 | 12.78 | 24.79 | 14.39 | 33.84 | 12.35 | 16.50 | 6.76 | 13.24 | 15.60 | 12.24 | 11.53 | 12.98 | 24.26 | 18.36 | 27.42 | 41.43 | 16.42 | 11.24 | 10.66 |
| Draw Down(%) | NA | 9.76 | 19.39 | 29.22 | 33.54 | NA | NA | … | … | 9.76 | 19.19 | 7.73 | 9.76 | 25.00 | 9.32 | 33.54 | 6.15 | 19.67 | 2.23 | 10.73 | 12.02 | 8.14 | 5.20 | 10.16 | 19.78 | 16.82 | 25.33 | 48.10 | 10.08 | 10.08 | 6.65 |
| Yield(%) | 0.00 | 18.49 | 13.74 | 7.07 | 8.38 | 9.53 | 8.46 | … | … | 0.00 | 18.65 | 12.54 | 8.37 | 0.10 | 0.00 | 0.00 | 4.35 | 11.38 | 10.13 | 5.73 | 6.44 | 5.76 | 3.09 | 0.05 | 0.07 | 0.00 | 0.55 | 0.00 | 0.53 | 0.00 | 0.40 |
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 |
|---|---|---|---|---|
| MFRLX (Mfs Research Fund Class R) |
-13.63%
Feb 2006 – Feb 2009 |
-0.80%
Aug 2005 – Aug 2010 |
5.78%
Jan 2006 – Jan 2016 |
6.24%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFRLX (Mfs Research Fund Class R) |
23.77%
Feb 2009 – Feb 2012 |
21.78%
Feb 2009 – Feb 2014 |
15.06%
Feb 2009 – Feb 2019 |
12.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart