Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGCX (MFS CORE EQUITY FUND C) | 4.83% | 15.83% | 15.90% | 6.38% | 11.35% | 11.16% | 9.17% | … | … |
Data as of 06/05/2026, Common starting date is 03/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGCX (MFS CORE EQUITY FUND C) | 03/26/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 15.83 | 15.90 | 6.38 | 11.35 | 11.16 | 9.17 | … | … | 4.83 | 11.47 | 19.13 | 21.96 | -21.02 | 14.27 | 16.02 | 31.75 | -4.85 | 23.51 | 10.30 | -1.06 | 10.29 | 33.14 | 15.75 | -1.84 | 16.18 | 31.85 | -38.34 | 7.55 | 12.55 | 5.33 | 13.20 | 26.72 | -22.27 | -12.20 | 1.94 | 7.50 | 21.13 | 18.74 |
| Sharpe Ratio | NA | 1.40 | 0.96 | 0.26 | 0.56 | NA | NA | … | … | 1.18 | 0.47 | 1.24 | 1.41 | -0.92 | 0.99 | 0.47 | 2.46 | -0.38 | 3.25 | 0.72 | -0.07 | 0.84 | 2.91 | 1.21 | -0.08 | 0.90 | 1.17 | -0.94 | 0.27 | 0.82 | 0.29 | 1.07 | 1.59 | -1.00 | -0.84 | -0.12 | 0.27 | 1.00 | 1.35 |
| Standard Deviation(%) | NA | 11.93 | 14.70 | 17.13 | 18.01 | NA | NA | … | … | 13.67 | 18.44 | 12.51 | 13.07 | 24.59 | 14.42 | 33.61 | 12.29 | 16.62 | 7.06 | 13.92 | 15.41 | 12.23 | 11.38 | 13.10 | 24.21 | 17.92 | 27.21 | 41.75 | 16.42 | 11.20 | 10.65 | 11.44 | 16.34 | 23.31 | 17.80 | 19.48 | 15.43 | 17.69 | 15.84 |
| Draw Down(%) | NA | 9.64 | 19.35 | 29.31 | 33.47 | NA | NA | … | … | 9.64 | 19.35 | 7.73 | 10.31 | 23.37 | 11.62 | 33.47 | 6.16 | 19.22 | 2.34 | 11.54 | 13.08 | 8.45 | 5.10 | 10.14 | 20.50 | 15.53 | 24.95 | 50.46 | 10.25 | 9.39 | 7.12 | 9.38 | 13.47 | 31.67 | 27.58 | 10.29 | 14.23 | 20.91 | 9.13 |
| Yield(%) | 0.00 | 16.00 | 11.13 | 5.84 | 7.66 | 8.90 | 7.61 | … | … | 0.00 | 16.17 | 10.49 | 3.15 | 0.00 | 0.00 | 0.00 | 2.37 | 10.30 | 8.16 | 3.72 | 10.39 | 8.81 | 0.14 | 0.00 | 0.00 | 0.00 | 0.46 | 0.00 | 8.42 | 8.15 | 4.88 | 0.00 | 0.00 | 1.72 | 0.00 | 0.00 | 7.84 | 4.21 | 0.07 |
Data as of 06/05/2026, Common starting date is 03/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGCX (MFS CORE EQUITY FUND C) |
-14.71%
Feb 2006 – Feb 2009 |
-6.21%
Feb 2004 – Feb 2009 |
-3.26%
Feb 1999 – Feb 2009 |
3.53%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGCX (MFS CORE EQUITY FUND C) |
24.69%
Feb 2009 – Feb 2012 |
22.81%
Feb 2009 – Feb 2014 |
15.87%
Feb 2009 – Feb 2019 |
13.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart