Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTCKX (MFS MID CAP GROWTH FUND R6) | 4.78% | 3.44% | 11.82% | 4.24% | 11.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCKX (MFS MID CAP GROWTH FUND R6) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 3.44 | 11.82 | 4.24 | 11.72 | NA | NA | … | … | 4.78 | 3.75 | 14.74 | 21.50 | -28.29 | 14.09 | 35.81 | 37.93 | 1.21 | 26.39 | 4.75 | 4.60 | 8.95 | 34.03 |
| Sharpe Ratio | NA | 0.17 | 0.50 | 0.07 | 0.51 | NA | NA | … | … | 0.37 | 0.04 | 0.72 | 1.23 | -1.05 | 0.80 | 1.07 | 2.67 | -0.01 | 3.08 | 0.30 | 0.29 | 0.65 | 2.70 |
| Standard Deviation(%) | NA | 16.56 | 17.67 | 19.93 | 19.90 | NA | NA | … | … | 20.03 | 20.98 | 15.35 | 14.67 | 28.38 | 17.66 | 33.11 | 13.68 | 18.49 | 8.39 | 14.93 | 15.61 | 13.84 | 12.71 |
| Draw Down(%) | NA | 16.31 | 21.74 | 36.64 | 36.64 | NA | NA | … | … | 12.73 | 20.99 | 8.41 | 12.53 | 34.94 | 12.46 | 33.65 | 6.57 | 21.92 | 2.73 | 13.73 | 11.79 | 8.73 | 4.83 |
| Yield(%) | 0.00 | 12.82 | 8.25 | 4.95 | 7.25 | 7.77 | 5.82 | … | … | 0.00 | 13.44 | 7.72 | 0.00 | 0.00 | 3.76 | 1.03 | 1.11 | 4.24 | 9.60 | 5.46 | 2.77 | 7.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCKX (MFS MID CAP GROWTH FUND R6) |
-1.38%
Oct 2021 – Oct 2024 |
2.57%
Mar 2021 – Mar 2026 |
10.02%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCKX (MFS MID CAP GROWTH FUND R6) |
28.81%
Dec 2018 – Dec 2021 |
23.04%
Oct 2016 – Oct 2021 |
12.60%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart