Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGAX (MFS CORE EQUITY FUND A) | 5.19% | 16.72% | 16.78% | 7.61% | 12.44% | 12.17% | 10.11% | … | … |
Data as of 06/05/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGAX (MFS CORE EQUITY FUND A) | 12/20/1996 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 16.72 | 16.78 | 7.61 | 12.44 | 12.17 | 10.11 | … | … | 5.19 | 12.33 | 20.01 | 22.88 | -19.89 | 16.66 | 17.17 | 32.73 | -4.12 | 24.46 | 11.12 | -0.35 | 11.16 | 34.16 | 16.58 | -1.12 | 17.17 | 32.81 | -37.92 | 8.29 | 13.27 | 6.00 | 13.97 | 27.45 | -21.71 | -11.60 | 2.55 | 8.33 | 22.07 | 26.20 | -5.57 |
| Sharpe Ratio | NA | 1.47 | 1.02 | 0.33 | 0.62 | NA | NA | … | … | 1.25 | 0.51 | 1.31 | 1.48 | -0.88 | 1.20 | 0.50 | 2.53 | -0.33 | 3.39 | 0.78 | -0.02 | 0.91 | 2.99 | 1.28 | -0.05 | 0.95 | 1.20 | -0.93 | 0.31 | 0.88 | 0.35 | 1.13 | 1.63 | -0.98 | -0.80 | -0.09 | 0.32 | 1.06 | 1.60 | -2.12 |
| Standard Deviation(%) | NA | 11.94 | 14.71 | 17.01 | 17.96 | NA | NA | … | … | 13.69 | 18.47 | 12.51 | 13.06 | 24.45 | 13.89 | 33.62 | 12.35 | 16.64 | 7.05 | 13.92 | 15.38 | 12.21 | 11.43 | 13.06 | 24.22 | 17.91 | 27.18 | 41.71 | 16.43 | 11.25 | 10.63 | 11.44 | 16.38 | 23.29 | 17.74 | 19.48 | 15.41 | 17.48 | 14.00 | 44.80 |
| Draw Down(%) | NA | 9.53 | 19.22 | 27.86 | 33.41 | NA | NA | … | … | 9.53 | 19.22 | 7.69 | 10.15 | 22.92 | 10.38 | 33.41 | 6.16 | 19.08 | 2.30 | 11.46 | 12.87 | 8.36 | 5.08 | 10.05 | 20.26 | 15.33 | 24.87 | 50.16 | 10.25 | 9.33 | 7.05 | 9.11 | 13.33 | 31.38 | 27.26 | 10.10 | 14.04 | 20.73 | 9.11 | 6.43 |
| Yield(%) | 0.00 | 13.28 | 9.71 | 5.35 | 7.44 | 8.99 | 7.89 | … | … | 0.00 | 13.46 | 9.20 | 3.05 | 0.31 | 0.19 | 0.43 | 2.37 | 9.55 | 7.86 | 3.98 | 9.89 | 8.53 | 0.81 | 0.61 | 0.57 | 0.79 | 1.03 | 0.46 | 7.86 | 7.70 | 4.65 | 0.00 | 0.00 | 1.67 | 0.00 | 0.00 | 7.79 | 4.31 | 5.02 | 0.57 |
Data as of 06/05/2026, Common starting date is 12/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGAX (MFS CORE EQUITY FUND A) |
-14.18%
Feb 2006 – Feb 2009 |
-5.61%
Feb 2004 – Feb 2009 |
-2.62%
Feb 1999 – Feb 2009 |
4.48%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGAX (MFS CORE EQUITY FUND A) |
25.66%
Feb 2009 – Feb 2012 |
23.75%
Feb 2009 – Feb 2014 |
16.75%
Feb 2009 – Feb 2019 |
14.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart