Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGKX (MFS CORE EQUITY FUND R6) | 5.32% | 17.13% | 17.17% | 10.24% | 14.13% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGKX (MFS CORE EQUITY FUND R6) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 17.13 | 17.17 | 10.24 | 14.13 | NA | NA | … | … | 5.32 | 1.15 | 20.43 | 23.28 | -16.94 | 25.65 | 18.98 | 33.19 | -3.82 | 24.86 | 11.51 | -0.05 | 11.47 | 30.45 |
| Sharpe Ratio | NA | 1.19 | 0.94 | 0.46 | 0.70 | NA | NA | … | … | 0.74 | -0.08 | 1.34 | 1.52 | -0.77 | 1.96 | 0.56 | 2.57 | -0.31 | 3.44 | 0.81 | -0.01 | 0.94 | 2.73 |
| Standard Deviation(%) | NA | 12.21 | 14.74 | 16.79 | 17.85 | NA | NA | … | … | 13.98 | 22.39 | 12.53 | 13.07 | 24.04 | 13.09 | 33.60 | 12.34 | 16.61 | 7.07 | 13.93 | 15.37 | 12.19 | 11.25 |
| Draw Down(%) | NA | 9.47 | 19.15 | 22.88 | 33.41 | NA | NA | … | … | 9.47 | 19.15 | 7.66 | 10.05 | 22.72 | 5.27 | 33.41 | 6.16 | 18.98 | 2.27 | 11.41 | 12.82 | 8.34 | 5.04 |
| Yield(%) | 0.00 | 12.54 | 9.34 | 7.21 | 9.43 | 9.53 | 7.14 | … | … | 0.00 | 12.73 | 8.86 | 3.07 | 3.12 | 8.41 | 1.97 | 2.52 | 9.34 | 7.82 | 4.16 | 9.80 | 8.53 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGKX (MFS CORE EQUITY FUND R6) |
6.55%
Apr 2021 – Apr 2024 |
7.01%
Mar 2015 – Mar 2020 |
10.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGKX (MFS CORE EQUITY FUND R6) |
25.80%
Dec 2018 – Dec 2021 |
19.73%
Oct 2016 – Oct 2021 |
14.80%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart