Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/14/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OTCGX (MFS MID CAP GROWTH FUND R1) | 2.10% | -2.28% | 7.87% | 6.04% | 8.26% | 10.36% | 7.17% | 7.03% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCGX (MFS MID CAP GROWTH FUND R1) | 04/08/2005 | 05/14/2025 |
The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 04/08/2005.
AR inception is since 04/08/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.21 | -2.28 | 7.87 | 6.04 | 8.26 | 10.36 | 7.17 | 7.03 | 2.10 | 3.28 | 20.12 | -29.07 | 7.80 | 32.86 | 36.45 | 0.04 | 25.04 | 3.60 | 3.40 | 7.78 | 35.87 | 15.34 | -6.84 | 27.57 | 40.73 | -51.46 | 8.51 | 1.26 | 9.71 |
| Sharpe Ratio | NA | -0.45 | 0.16 | 0.12 | 0.31 | NA | NA | 0.26 | -0.11 | -0.18 | 1.09 | -1.08 | 0.41 | 0.98 | 2.56 | -0.07 | 2.93 | 0.23 | 0.22 | 0.56 | 2.80 | 0.99 | -0.25 | 1.35 | 1.47 | -1.23 | 0.32 | -0.14 | 0.97 |
| Standard Deviation(%) | NA | 24.07 | 21.15 | 21.31 | 20.32 | NA | NA | 21.38 | 29.98 | 18.44 | 14.68 | 28.36 | 18.78 | 33.10 | 13.69 | 18.53 | 8.38 | 14.92 | 15.69 | 13.87 | 12.80 | 15.53 | 27.72 | 20.35 | 27.59 | 42.60 | 17.47 | 14.56 | 11.47 |
| Draw Down(%) | NA | 29.00 | 29.00 | 40.11 | 40.11 | NA | NA | 61.97 | 21.14 | 15.68 | 12.82 | 35.53 | 12.52 | 33.70 | 6.58 | 22.19 | 2.76 | 13.81 | 11.88 | 8.83 | 4.82 | 11.72 | 23.09 | 15.76 | 20.58 | 60.00 | 11.60 | 15.91 | 7.52 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.72 | 4.24 | 2.90 | 2.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.46 | 5.43 | 11.90 | 6.60 | 3.30 | 8.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCGX (MFS MID CAP GROWTH FUND R1) |
-22.77%
Feb 2006 - Feb 2009 |
-5.09%
Aug 2005 - Aug 2010 |
3.36%
Feb 2006 - Feb 2016 |
5.74%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCGX (MFS MID CAP GROWTH FUND R1) |
27.54%
Feb 2009 - Feb 2012 |
24.69%
Feb 2009 - Feb 2014 |
17.17%
Feb 2009 - Feb 2019 |
14.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart