Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OTCIX (MFS MID CAP GROWTH FUND I) | 0.23% | 0.19% | 9.78% | 7.20% | 9.65% | 11.50% | 8.36% | 3.55% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCIX (MFS MID CAP GROWTH FUND I) | 07/31/2000 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 07/31/2000.
AR inception is since 07/31/2000.
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.64 | 0.19 | 9.78 | 7.20 | 9.65 | 11.50 | 8.36 | 3.55 | 0.23 | 7.35 | 21.27 | -28.34 | 10.19 | 34.57 | 37.82 | 1.10 | 26.29 | 4.63 | 4.47 | 8.81 | 37.28 | 16.38 | -5.85 | 28.94 | 42.11 | -51.00 | 9.75 | 2.36 | 2.98 | 14.70 | 38.42 | -48.32 | -19.66 | -22.69 |
| Sharpe Ratio | NA | -0.25 | 0.10 | 0.26 | 0.39 | NA | NA | 0.09 | -0.23 | 0.04 | 1.17 | -1.05 | 0.55 | 1.03 | 2.66 | -0.01 | 3.08 | 0.30 | 0.28 | 0.64 | 2.90 | 1.06 | -0.21 | 1.41 | 1.51 | -1.21 | 0.39 | -0.06 | 0.07 | 0.83 | 1.91 | -1.60 | -0.60 | -1.01 |
| Standard Deviation(%) | NA | 23.04 | 21.09 | 21.02 | 20.15 | NA | NA | 23.11 | 30.71 | 17.05 | 14.69 | 28.37 | 18.37 | 33.06 | 13.71 | 18.48 | 8.36 | 14.90 | 15.65 | 13.82 | 12.85 | 15.52 | 27.68 | 20.46 | 27.84 | 42.66 | 17.45 | 14.63 | 11.76 | 16.53 | 19.75 | 30.94 | 37.45 | 49.28 |
| Draw Down(%) | NA | 26.74 | 26.74 | 38.80 | 38.80 | NA | NA | 78.43 | 21.00 | 13.20 | 12.57 | 35.00 | 12.45 | 33.62 | 6.57 | 21.95 | 2.75 | 13.77 | 11.81 | 8.68 | 4.75 | 11.71 | 22.90 | 15.58 | 20.63 | 59.85 | 11.46 | 15.78 | 11.38 | 17.33 | 11.28 | 55.52 | 45.26 | 36.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.29 | 3.72 | 2.72 | 1.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.12 | 4.26 | 9.64 | 5.47 | 2.78 | 7.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| OTCIX (MFS MID CAP GROWTH FUND I) |
-27.59%
Aug 2000 - Aug 2003 |
-14.51%
Aug 2000 - Aug 2005 |
-9.45%
Aug 2000 - Aug 2010 |
-1.36%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCIX (MFS MID CAP GROWTH FUND I) |
28.80%
Feb 2009 - Feb 2012 |
25.95%
Feb 2009 - Feb 2014 |
18.34%
Feb 2009 - Feb 2019 |
15.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart