Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTCCX (MFS MID CAP GROWTH FUND C) | 4.27% | 2.22% | 10.54% | 3.06% | 10.48% | 10.41% | 7.75% | … | … |
Data as of 06/04/2026, Common starting date is 09/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCCX (MFS MID CAP GROWTH FUND C) | 09/03/1997 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 2.22 | 10.54 | 3.06 | 10.48 | 10.41 | 7.75 | … | … | 4.27 | 2.52 | 13.48 | 20.11 | -29.07 | 12.81 | 34.30 | 36.45 | 0.12 | 25.01 | 3.59 | 3.39 | 7.84 | 35.76 | 15.37 | -6.85 | 27.66 | 40.66 | -51.49 | 8.69 | 1.41 | 1.92 | 13.61 | 36.87 | -47.90 | -20.53 | 6.95 | 77.14 | 19.51 | -2.13 |
| Sharpe Ratio | NA | 0.10 | 0.42 | 0.01 | 0.44 | NA | NA | … | … | 0.31 | -0.02 | 0.64 | 1.13 | -1.08 | 0.73 | 1.03 | 2.55 | -0.07 | 2.93 | 0.23 | 0.22 | 0.57 | 2.80 | 0.99 | -0.25 | 1.35 | 1.46 | -1.23 | 0.32 | -0.14 | -0.03 | 0.76 | 1.83 | -1.58 | -0.62 | 0.07 | 3.31 | 0.60 | -0.39 |
| Standard Deviation(%) | NA | 16.56 | 17.69 | 19.95 | 19.89 | NA | NA | … | … | 20.06 | 20.98 | 15.39 | 14.69 | 28.41 | 17.63 | 33.06 | 13.69 | 18.45 | 8.36 | 14.90 | 15.62 | 13.78 | 12.77 | 15.57 | 27.82 | 20.45 | 27.80 | 42.56 | 17.43 | 14.58 | 11.73 | 16.54 | 19.79 | 30.95 | 37.54 | 37.81 | 22.30 | 26.61 | 25.49 |
| Draw Down(%) | NA | 16.77 | 22.09 | 37.30 | 37.30 | NA | NA | … | … | 12.92 | 21.15 | 8.76 | 12.84 | 35.51 | 12.48 | 33.67 | 6.57 | 22.18 | 2.75 | 13.86 | 11.90 | 8.76 | 4.91 | 11.83 | 23.11 | 15.79 | 20.75 | 60.04 | 11.63 | 15.92 | 11.62 | 17.55 | 11.46 | 55.01 | 45.66 | 23.84 | 15.11 | 34.27 | 12.88 |
| Yield(%) | 0.00 | 19.52 | 11.90 | 6.89 | 9.02 | 9.83 | 7.43 | … | … | 0.00 | 20.37 | 11.21 | 0.00 | 0.00 | 5.20 | 1.41 | 1.50 | 5.57 | 12.18 | 6.75 | 3.37 | 8.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.90 | 0.00 | 18.40 | 17.32 | 14.19 | 2.30 |
Data as of 06/04/2026, Common starting date is 09/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCCX (MFS MID CAP GROWTH FUND C) |
-27.09%
Mar 2000 – Mar 2003 |
-12.29%
Feb 2004 – Feb 2009 |
-8.46%
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 |
|---|---|---|---|---|
| OTCCX (MFS MID CAP GROWTH FUND C) |
36.02%
Oct 1997 – Oct 2000 |
24.69%
Feb 2009 – Feb 2014 |
17.17%
Feb 2009 – Feb 2019 |
14.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart