Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSRRX (MFS RESEARCH FUND R2) | 6.55% | 18.77% | 16.90% | 7.01% | 10.99% | 11.15% | 9.32% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRRX (MFS RESEARCH FUND R2) | 11/03/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 18.77 | 16.90 | 7.01 | 10.99 | 11.15 | 9.32 | … | … | 6.55 | 12.50 | 18.47 | 22.22 | -22.87 | 17.97 | 10.94 | 32.75 | -4.73 | 23.04 | 8.46 | 0.47 | 10.03 | 31.79 | 16.86 | -0.95 | 15.17 | 30.07 | -36.60 | 12.61 | 10.03 | 7.14 | 15.19 | 4.91 |
| Sharpe Ratio | NA | 1.47 | 0.97 | 0.27 | 0.53 | NA | NA | … | … | 1.06 | 0.53 | 1.20 | 1.46 | -0.99 | 1.27 | 0.32 | 2.53 | -0.37 | 3.33 | 0.62 | 0.03 | 0.82 | 2.76 | 1.30 | -0.04 | 0.82 | 1.09 | -0.90 | 0.58 | 0.59 | 0.46 | 1.19 | 3.32 |
| Standard Deviation(%) | NA | 11.69 | 14.49 | 16.97 | 17.90 | NA | NA | … | … | 13.39 | 18.21 | 12.36 | 12.79 | 24.54 | 14.12 | 33.74 | 12.34 | 16.52 | 6.76 | 13.21 | 15.61 | 12.24 | 11.52 | 13.01 | 24.25 | 18.43 | 27.39 | 41.42 | 16.39 | 11.23 | 10.66 | 11.95 | 10.42 |
| Draw Down(%) | NA | 9.68 | 19.25 | 27.65 | 33.52 | NA | NA | … | … | 9.68 | 19.11 | 7.69 | 9.63 | 23.97 | 8.70 | 33.52 | 6.13 | 19.56 | 2.20 | 10.66 | 11.94 | 8.14 | 5.17 | 10.07 | 19.69 | 16.76 | 25.28 | 47.81 | 10.04 | 10.05 | 8.06 | 10.31 | 2.74 |
| Yield(%) | 0.00 | 15.98 | 12.25 | 6.54 | 8.16 | 9.52 | 8.59 | … | … | 0.00 | 16.14 | 11.13 | 7.36 | 0.35 | 0.29 | 0.32 | 4.62 | 10.81 | 9.84 | 5.78 | 6.42 | 5.77 | 3.41 | 0.71 | 0.66 | 0.62 | 1.00 | 0.38 | 0.77 | 0.20 | 0.08 | 0.34 | 1.05 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRRX (MFS RESEARCH FUND R2) |
-13.25%
Feb 2006 – Feb 2009 |
-4.98%
Feb 2004 – Feb 2009 |
6.29%
Feb 2006 – Feb 2016 |
6.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRRX (MFS RESEARCH FUND R2) |
24.41%
Feb 2009 – Feb 2012 |
22.40%
Feb 2009 – Feb 2014 |
15.64%
Feb 2009 – Feb 2019 |
13.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart