Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 01/31/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRFAX (MFS EQUITY OPPORTUNITIES FUND A) | NA | 6.09% | 5.57% | 6.53% | 11.65% | NA | NA | 6.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFAX (MFS EQUITY OPPORTUNITIES FUND A) | 01/04/2007 | 01/31/2020 |
The return data shown below all have the same latest date: 01/31/2020.
AR inception is since 01/04/2007.
AR inception is since 01/04/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.09 | 5.57 | 6.53 | 11.65 | NA | NA | 6.67 | 0.00 | 17.17 | -13.75 | 18.08 | 10.76 | 1.74 | 5.58 | 41.26 | 18.81 | -2.33 | 25.27 | 16.03 | -39.97 | 14.07 |
| Sharpe Ratio | NA | 0.43 | 0.35 | 0.45 | 0.71 | NA | NA | 0.31 | 0.00 | 1.32 | -0.95 | 1.93 | 0.76 | 0.11 | 0.43 | 3.24 | 1.24 | -0.09 | 1.21 | 0.66 | -1.07 | 0.64 |
| Standard Deviation(%) | NA | 10.95 | 12.52 | 13.36 | 16.10 | NA | NA | 19.51 | NA | 11.96 | 15.83 | 9.09 | 13.84 | 15.77 | 13.03 | 12.72 | 15.31 | 26.49 | 20.85 | 24.16 | 38.23 | 17.39 |
| Draw Down(%) | NA | 6.59 | 22.98 | 22.98 | 22.98 | NA | NA | 54.10 | 0.00 | 6.59 | 22.98 | 3.76 | 11.87 | 12.37 | 10.75 | 5.95 | 12.49 | 22.70 | 17.30 | 23.08 | 50.43 | 11.90 |
| Yield(%) | 0.00 | 1.40 | 9.39 | 6.89 | 7.81 | 4.01 | 3.01 | 4.63 | 0.00 | 1.54 | 16.21 | 9.68 | 1.58 | 0.61 | 0.29 | 0.35 | 1.38 | 1.23 | 0.96 | 0.25 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFAX (MFS EQUITY OPPORTUNITIES FUND A) |
-11.98%
Jun 2007 - Jun 2010 |
-1.80%
May 2007 - May 2012 |
6.26%
May 2007 - May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFAX (MFS EQUITY OPPORTUNITIES FUND A) |
23.16%
Sep 2011 - Sep 2014 |
23.26%
Feb 2009 - Feb 2014 |
14.14%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart