Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGGX (MFS CORE EQUITY FUND R1) | 4.83% | 15.83% | 15.90% | 6.38% | 11.35% | 11.16% | 9.17% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGGX (MFS CORE EQUITY FUND R1) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 15.83 | 15.90 | 6.38 | 11.35 | 11.16 | 9.17 | … | … | 4.83 | 11.47 | 19.13 | 21.95 | -21.01 | 14.28 | 16.03 | 31.76 | -4.85 | 23.53 | 10.29 | -1.13 | 10.24 | 33.17 | 15.71 | -1.84 | 16.19 | 32.16 | -38.37 | 7.49 | 12.47 | 3.01 |
| 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 | 3.26 | 0.73 | -0.08 | 0.84 | 2.91 | 1.21 | -0.08 | 0.90 | 1.20 | -0.94 | 0.27 | 0.81 | 0.14 |
| Standard Deviation(%) | NA | 11.93 | 14.70 | 17.13 | 18.02 | NA | NA | … | … | 13.68 | 18.45 | 12.51 | 13.07 | 24.58 | 14.42 | 33.64 | 12.31 | 16.64 | 7.04 | 13.89 | 15.37 | 12.22 | 11.38 | 13.07 | 24.51 | 17.96 | 26.61 | 41.69 | 16.43 | 11.25 | 11.99 |
| Draw Down(%) | NA | 9.64 | 19.35 | 29.27 | 33.48 | NA | NA | … | … | 9.64 | 19.35 | 7.70 | 10.31 | 23.36 | 11.60 | 33.48 | 6.17 | 19.22 | 2.34 | 11.50 | 13.05 | 8.41 | 5.15 | 10.15 | 20.48 | 15.54 | 24.80 | 50.49 | 10.29 | 9.43 | 5.87 |
| Yield(%) | 0.00 | 15.99 | 11.13 | 5.86 | 7.66 | 8.90 | 7.59 | … | … | 0.00 | 16.16 | 10.49 | 3.18 | 0.09 | 0.00 | 0.00 | 2.10 | 10.30 | 8.16 | 3.73 | 10.39 | 8.81 | 0.02 | 0.00 | 0.00 | 0.06 | 0.58 | 0.00 | 8.41 | 8.14 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MRGGX (MFS CORE EQUITY FUND R1) |
-14.75%
Feb 2006 – Feb 2009 |
-1.59%
Jun 2005 – Jun 2010 |
5.70%
Jan 2006 – Jan 2016 |
6.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGGX (MFS CORE EQUITY FUND R1) |
24.74%
Feb 2009 – Feb 2012 |
22.83%
Feb 2009 – Feb 2014 |
15.87%
Feb 2009 – Feb 2019 |
13.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart