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MRGKX: MFS CORE EQUITY FUND R6 (MUTUAL FUND)
Basic Info 57.84 0.04(0.07%) June 09
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 01/03/2013 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 12.54% |
| Expenses | 1.16% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 5.5 | 16.2 | 17.1 | 10.2 | 14.2 | 13.8 | 1.1 | 20.4 | 23.3 | -16.9 | 25.6 | 19.0 | 33.2 | -3.8 | 24.9 | 11.5 | -0.1 | 11.5 | 30.5 |
| Sharpe Ratio | NA | 0.74 | 1.19 | 0.94 | 0.46 | 0.7 | 0.75 | -0.08 | 1.34 | 1.52 | -0.77 | 1.96 | 0.56 | 2.57 | -0.31 | 3.44 | 0.81 | -0.01 | 0.94 | 2.73 |
| Draw Down(%) | NA | 9.5 | 9.5 | 19.2 | 22.9 | 33.4 | 33.4 | 19.2 | 7.7 | 10.1 | 22.7 | 5.3 | 33.4 | 6.2 | 19.0 | 2.3 | 11.4 | 12.8 | 8.3 | 5.0 |
| Standard Deviation(%) | NA | 14.0 | 12.2 | 14.7 | 16.8 | 17.8 | 16.9 | 22.4 | 12.5 | 13.1 | 24.0 | 13.1 | 33.6 | 12.3 | 16.6 | 7.1 | 13.9 | 15.4 | 12.2 | 11.3 |
| Treynor Ratio | NA | 0.11 | 0.15 | 0.14 | 0.08 | 0.13 | 0.13 | -0.02 | 0.18 | 0.21 | -0.19 | 0.27 | 0.2 | 0.33 | -0.05 | 0.25 | 0.11 | 0.0 | 0.11 | 0.31 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.06 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.96 | 0.96 | 0.96 | 0.96 | 0.96 | 0.97 | 0.98 | 0.96 | 0.95 | 0.96 | 0.94 | 0.95 | 0.97 | 0.98 | 0.98 | 1.02 | 1.0 | 1.03 | 1.0 |
| RSquared | NA | 0.96 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.72 | 0.98 | 0.98 | 0.99 | 0.98 | 0.99 | 0.98 | 0.99 | 0.95 | 0.98 | 0.99 | 0.98 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.7 | 8.9 | 3.1 | 3.1 | 8.4 | 2.0 | 2.5 | 9.3 | 7.8 | 4.2 | 9.8 | 8.5 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 61.7 | 246.1 | -21.8 | -55.7 | 386.8 | 2.8 | -76.6 | 39.4 | 106.9 | -62.3 | 19.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2013
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