Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTCBX (MFS MID CAP GROWTH FUND B) | 3.96% | 2.90% | 10.42% | 3.26% | 10.49% | 10.30% | 7.74% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCBX (MFS MID CAP GROWTH FUND B) | 06/21/1996 | 06/03/2026 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.03 | 2.90 | 10.42 | 3.26 | 10.49 | 10.30 | 7.74 | … | … | 3.96 | 2.52 | 13.46 | 20.13 | -29.08 | 12.79 | 34.32 | 36.51 | 0.04 | 25.02 | 3.59 | 3.48 | 7.74 | 35.86 | 15.28 | -6.82 | 27.63 | 40.56 | -51.41 | 8.61 | 1.38 | 1.87 | 13.70 | 36.98 | -47.91 | -20.55 | 6.95 | 77.09 | 19.50 | 10.63 | 0.48 |
| Sharpe Ratio | NA | 0.10 | 0.42 | 0.01 | 0.44 | NA | NA | … | … | 0.32 | -0.02 | 0.64 | 1.13 | -1.08 | 0.72 | 1.03 | 2.55 | -0.07 | 2.93 | 0.23 | 0.22 | 0.56 | 2.79 | 0.99 | -0.25 | 1.34 | 1.46 | -1.23 | 0.31 | -0.14 | -0.03 | 0.77 | 1.82 | -1.59 | -0.62 | 0.07 | 3.31 | 0.60 | 0.34 | -0.15 |
| Standard Deviation(%) | NA | 16.50 | 17.69 | 19.95 | 19.90 | NA | NA | … | … | 20.02 | 20.99 | 15.40 | 14.69 | 28.40 | 17.65 | 33.08 | 13.76 | 18.45 | 8.36 | 14.89 | 15.67 | 13.83 | 12.82 | 15.55 | 27.74 | 20.56 | 27.70 | 42.63 | 17.42 | 14.61 | 11.79 | 16.57 | 19.87 | 30.86 | 37.51 | 37.82 | 22.31 | 26.64 | 20.42 | 18.52 |
| Draw Down(%) | NA | 16.82 | 22.06 | 37.29 | 37.29 | NA | NA | … | … | 12.93 | 21.15 | 8.77 | 12.81 | 35.50 | 12.50 | 33.68 | 6.60 | 22.16 | 2.75 | 13.84 | 11.84 | 8.80 | 4.89 | 11.79 | 23.13 | 15.83 | 20.70 | 60.02 | 11.66 | 15.88 | 11.70 | 17.63 | 11.38 | 55.10 | 45.65 | 23.82 | 15.14 | 34.29 | 18.89 | 15.76 |
| Yield(%) | 0.00 | 18.98 | 11.50 | 6.75 | 8.83 | 9.49 | 7.26 | … | … | 0.00 | 19.62 | 10.83 | 0.00 | 0.00 | 5.04 | 1.36 | 1.45 | 5.40 | 11.85 | 6.58 | 3.29 | 8.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.78 | 0.00 | 18.01 | 16.88 | 13.82 | 2.48 | 12.93 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCBX (MFS MID CAP GROWTH FUND B) |
-27.11%
Mar 2000 – Mar 2003 |
-12.26%
Feb 2004 – Feb 2009 |
-8.47%
Aug 2000 – Aug 2010 |
-0.97%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCBX (MFS MID CAP GROWTH FUND B) |
45.37%
Mar 1997 – Mar 2000 |
24.65%
Feb 2009 – Feb 2014 |
17.15%
Feb 2009 – Feb 2019 |
14.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart