Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSRXX (MFS Series Trust I - MFS U.S. Government Cash Reserve Fund) | 1.30% | 2.92% | 2.76% | NA | NA | NA | NA | 2.76% |
Data as of 07/10/2025, AR inception is 09/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSRXX (MFS Series Trust I - MFS U.S. Government Cash Reserve Fund) | 09/01/2021 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.92 | 2.76 | NA | NA | NA | NA | 2.76 | 1.30 | 3.76 | 2.88 |
| Sharpe Ratio | NA | -0.30 | 0.07 | NA | NA | NA | NA | -0.42 | -0.49 | -2.34 | -0.83 |
| Standard Deviation(%) | NA | 1.01 | 1.23 | NA | NA | NA | NA | 1.23 | 0.91 | 1.21 | 1.43 |
| Draw Down(%) | NA | 0.00 | 0.00 | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.60 | 2.96 | 1.78 | 0.89 | 0.59 | 0.44 | 2.96 | 1.29 | 4.76 | 2.84 |
Data as of 07/10/2025, AR inception is 09/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRXX (MFS Series Trust I - MFS U.S. Government Cash Reserve Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSRXX (MFS Series Trust I - MFS U.S. Government Cash Reserve Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart