Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| OTCJX (MFS MID CAP GROWTH FUND R4) | 8.40% | 4.18% | 1.22% | 10.79% | 7.64% | 9.87% | 12.05% | 8.37% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCJX (MFS MID CAP GROWTH FUND R4) | 04/08/2005 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
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 (%) | 2.28 | 1.22 | 10.79 | 7.64 | 9.87 | 12.05 | 8.37 | 8.40 | 4.18 | 7.14 | 21.29 | -28.35 | 10.10 | 34.54 | 37.78 | 1.13 | 26.29 | 4.58 | 4.48 | 8.90 | 37.15 | 16.46 | -5.85 | 28.91 | 42.06 | -51.02 | 9.58 | 2.18 | 10.46 |
| Sharpe Ratio | NA | -0.20 | 0.29 | 0.26 | 0.41 | NA | NA | 0.33 | 0.26 | 0.03 | 1.17 | -1.05 | 0.55 | 1.03 | 2.65 | -0.01 | 3.08 | 0.29 | 0.29 | 0.64 | 2.88 | 1.06 | -0.21 | 1.41 | 1.52 | -1.22 | 0.38 | -0.08 | 1.05 |
| Standard Deviation(%) | NA | 23.09 | 20.68 | 21.01 | 20.18 | NA | NA | 21.32 | 29.39 | 17.12 | 14.70 | 28.38 | 18.40 | 33.06 | 13.72 | 18.49 | 8.38 | 14.93 | 15.63 | 13.86 | 12.89 | 15.54 | 27.78 | 20.41 | 27.66 | 42.60 | 17.40 | 14.59 | 11.57 |
| Draw Down(%) | NA | 26.87 | 26.87 | 38.83 | 38.83 | NA | NA | 61.52 | 21.01 | 13.36 | 12.59 | 34.99 | 12.43 | 33.64 | 6.59 | 21.96 | 2.74 | 13.76 | 11.78 | 8.76 | 4.83 | 11.72 | 22.92 | 15.52 | 20.45 | 59.83 | 11.55 | 15.72 | 7.37 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.30 | 3.94 | 2.68 | 2.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.14 | 4.36 | 9.85 | 5.58 | 2.83 | 7.13 | 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 |
|---|---|---|---|---|
| OTCJX (MFS MID CAP GROWTH FUND R4) |
-22.01%
Feb 2006 - Feb 2009 |
-4.16%
Aug 2005 - Aug 2010 |
4.38%
Feb 2006 - Feb 2016 |
6.90%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCJX (MFS MID CAP GROWTH FUND R4) |
28.80%
Feb 2009 - Feb 2012 |
25.94%
Feb 2009 - Feb 2014 |
18.34%
Feb 2009 - Feb 2019 |
15.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart