Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFIX (MFS EQUITY OPPORTUNITIES FUND I) | NA | 6.26% | 5.80% | 6.72% | NA | NA | NA | … | … |
Data as of 01/31/2020, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFIX (MFS EQUITY OPPORTUNITIES FUND I) | 03/01/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.26 | 5.80 | 6.72 | NA | NA | NA | … | … | 0.00 | 17.38 | -13.50 | 18.32 | 11.06 | 1.69 | 5.84 | 41.58 | 19.16 | -5.78 |
| Sharpe Ratio | NA | 0.45 | 0.37 | 0.47 | NA | NA | NA | … | … | 0.00 | 1.34 | -0.94 | 1.95 | 0.78 | 0.11 | 0.45 | 3.26 | 1.26 | -0.25 |
| Standard Deviation(%) | NA | 10.94 | 12.53 | 13.34 | NA | NA | NA | … | … | NA | 11.96 | 15.84 | 9.09 | 13.80 | 15.72 | 13.03 | 12.76 | 15.33 | 27.91 |
| Draw Down(%) | NA | 6.57 | 22.82 | 22.82 | NA | NA | NA | … | … | 0.00 | 6.57 | 22.82 | 3.75 | 11.85 | 12.34 | 10.72 | 5.94 | 12.42 | 22.64 |
| Yield(%) | 0.00 | 1.61 | 9.62 | 7.09 | 6.07 | 4.05 | 3.03 | … | … | 0.00 | 1.78 | 16.42 | 9.96 | 1.86 | 0.56 | 0.55 | 0.59 | 1.67 | 1.47 |
Data as of 01/31/2020, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFIX (MFS EQUITY OPPORTUNITIES FUND I) |
4.36%
Dec 2015 – Dec 2018 |
4.11%
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 |
|---|---|---|---|---|
| SRFIX (MFS EQUITY OPPORTUNITIES FUND I) |
24.42%
Sep 2011 – Sep 2014 |
16.86%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart