Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRFCX (MFS EQUITY OPPORTUNITIES FUND C) | NA | 5.48% | 4.84% | 5.71% | 10.80% | NA | NA | 5.89% |
Data as of 01/31/2020, AR inception is 01/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFCX (MFS EQUITY OPPORTUNITIES FUND C) | 01/09/2007 | 01/31/2020 |
| 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 | 5.48 | 4.84 | 5.71 | 10.80 | NA | NA | 5.89 | 0.00 | 16.45 | -14.38 | 17.16 | 9.93 | 0.69 | 4.79 | 40.10 | 18.00 | -3.11 | 24.35 | 15.13 | -40.29 | 13.36 |
| Sharpe Ratio | NA | 0.38 | 0.30 | 0.39 | 0.66 | NA | NA | 0.27 | 0.00 | 1.26 | -0.99 | 1.83 | 0.70 | 0.04 | 0.37 | 3.15 | 1.18 | -0.12 | 1.16 | 0.62 | -1.08 | 0.61 |
| Standard Deviation(%) | NA | 10.90 | 12.51 | 13.34 | 16.09 | NA | NA | 19.51 | NA | 11.92 | 15.83 | 9.09 | 13.86 | 15.69 | 13.04 | 12.72 | 15.33 | 26.45 | 20.92 | 24.09 | 38.23 | 17.47 |
| Draw Down(%) | NA | 6.61 | 23.50 | 23.50 | 23.50 | NA | NA | 54.50 | 0.00 | 6.61 | 23.50 | 3.80 | 11.95 | 12.45 | 10.91 | 5.99 | 12.57 | 22.84 | 17.46 | 23.14 | 50.54 | 11.93 |
| Yield(%) | 0.00 | 0.78 | 9.16 | 6.44 | 6.87 | 3.45 | 2.59 | 3.99 | 0.00 | 0.87 | 16.06 | 9.81 | 0.99 | 0.00 | 0.00 | 0.00 | 0.52 | 0.46 | 0.10 | 0.00 | 0.00 | 0.00 |
Data as of 01/31/2020, AR inception is 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFCX (MFS EQUITY OPPORTUNITIES FUND C) |
-12.57%
Jun 2007 - Jun 2010 |
-2.49%
May 2007 - May 2012 |
5.46%
May 2007 - May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFCX (MFS EQUITY OPPORTUNITIES FUND C) |
22.24%
Sep 2011 - Sep 2014 |
22.33%
Feb 2009 - Feb 2014 |
13.25%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart