Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFHX (MFS EQUITY OPPORTUNITIES FUND R6) | NA | 6.34% | 5.90% | 6.96% | 12.01% | NA | NA | … | … |
Data as of 01/31/2020, Common starting date is 12/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFHX (MFS EQUITY OPPORTUNITIES FUND R6) | 12/16/2009 | 01/31/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.34 | 5.90 | 6.96 | 12.01 | NA | NA | … | … | 0.00 | 17.50 | -13.45 | 18.46 | 11.19 | 2.45 | 5.91 | 41.67 | 19.14 | -2.17 | 25.46 | 0.81 |
| Sharpe Ratio | NA | 0.46 | 0.38 | 0.48 | 0.74 | NA | NA | … | … | 0.00 | 1.35 | -0.93 | 1.97 | 0.79 | 0.15 | 0.45 | 3.28 | 1.26 | -0.08 | 1.22 | 1.92 |
| Standard Deviation(%) | NA | 10.94 | 12.52 | 13.35 | 16.04 | NA | NA | … | … | NA | 11.96 | 15.83 | 9.08 | 13.78 | 15.78 | 13.08 | 12.71 | 15.32 | 26.24 | 20.73 | 11.69 |
| Draw Down(%) | NA | 6.57 | 22.74 | 22.74 | 22.74 | NA | NA | … | … | 0.00 | 6.57 | 22.74 | 3.75 | 11.81 | 12.34 | 10.72 | 5.94 | 12.46 | 22.72 | 17.28 | 1.27 |
| Yield(%) | 0.00 | 1.67 | 9.57 | 7.23 | 8.28 | 5.39 | 4.05 | … | … | 0.00 | 1.85 | 16.26 | 9.90 | 1.94 | 1.33 | 0.62 | 0.63 | 0.13 | 1.21 | 1.16 | 0.58 |
Data as of 01/31/2020, Common starting date is 12/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFHX (MFS EQUITY OPPORTUNITIES FUND R6) |
4.46%
Dec 2015 – Dec 2018 |
4.35%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFHX (MFS EQUITY OPPORTUNITIES FUND R6) |
24.45%
Sep 2011 – Sep 2014 |
19.05%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart