Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTCHX (MFS MID CAP GROWTH FUND R3) | 4.63% | 3.03% | 11.39% | 3.85% | 11.31% | 11.25% | 8.55% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCHX (MFS MID CAP GROWTH FUND R3) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 3.03 | 11.39 | 3.85 | 11.31 | 11.25 | 8.55 | … | … | 4.63 | 3.31 | 14.33 | 21.00 | -28.52 | 13.64 | 35.39 | 37.41 | 0.86 | 26.00 | 4.35 | 4.23 | 8.57 | 36.86 | 16.14 | -6.15 | 28.67 | 41.60 | -51.12 | 9.41 | 1.96 | 10.22 |
| Sharpe Ratio | NA | 0.15 | 0.47 | 0.05 | 0.49 | NA | NA | … | … | 0.36 | 0.02 | 0.70 | 1.19 | -1.06 | 0.77 | 1.06 | 2.63 | -0.03 | 3.05 | 0.28 | 0.27 | 0.62 | 2.87 | 1.04 | -0.22 | 1.40 | 1.49 | -1.22 | 0.36 | -0.10 | 1.02 |
| Standard Deviation(%) | NA | 16.55 | 17.67 | 19.93 | 19.89 | NA | NA | … | … | 20.03 | 20.95 | 15.36 | 14.71 | 28.35 | 17.67 | 33.09 | 13.64 | 18.46 | 8.35 | 14.93 | 15.66 | 13.89 | 12.84 | 15.60 | 27.76 | 20.36 | 27.79 | 42.55 | 17.44 | 14.52 | 11.48 |
| Draw Down(%) | NA | 16.45 | 21.83 | 36.86 | 36.86 | NA | NA | … | … | 12.76 | 21.03 | 8.52 | 12.62 | 35.14 | 12.45 | 33.67 | 6.55 | 22.03 | 2.72 | 13.73 | 11.84 | 8.76 | 4.84 | 11.63 | 22.96 | 15.59 | 20.46 | 59.90 | 11.53 | 15.85 | 7.49 |
| Yield(%) | 0.00 | 14.28 | 9.06 | 5.38 | 7.65 | 8.80 | 6.87 | … | … | 0.00 | 14.95 | 8.49 | 0.00 | 0.00 | 4.08 | 1.11 | 1.20 | 4.53 | 10.17 | 5.74 | 2.91 | 7.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCHX (MFS MID CAP GROWTH FUND R3) |
-22.19%
Feb 2006 – Feb 2009 |
-4.38%
Aug 2005 – Aug 2010 |
4.13%
Feb 2006 – Feb 2016 |
6.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCHX (MFS MID CAP GROWTH FUND R3) |
28.42%
Feb 2009 – Feb 2012 |
25.61%
Feb 2009 – Feb 2014 |
18.04%
Feb 2009 – Feb 2019 |
15.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart