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OTCHX: MFS MID CAP GROWTH FUND R3 (MUTUAL FUND)
Basic Info 25.37 0.83(3.17%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 04/08/2005 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 14.68% |
| Expenses | 0.78% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 1.3 | -0.5 | 10.2 | 3.2 | 11.0 | 10.9 | 8.4 | 8.3 | 3.3 | 14.3 | 21.0 | -28.5 | 13.6 | 35.4 | 37.4 | 0.9 | 26.0 | 4.4 | 4.2 | 8.6 | 36.9 | 16.1 | -6.1 | 28.7 | 41.6 | -51.1 | 9.4 | 2.0 | 10.2 |
| Sharpe Ratio | NA | 0.03 | -0.19 | 0.39 | 0.03 | 0.47 | NA | NA | 0.33 | 0.02 | 0.7 | 1.19 | -1.06 | 0.77 | 1.06 | 2.63 | -0.03 | 3.05 | 0.28 | 0.27 | 0.62 | 2.87 | 1.04 | -0.22 | 1.4 | 1.49 | -1.22 | 0.36 | -0.1 | 1.02 |
| Draw Down(%) | NA | 12.8 | 16.4 | 21.8 | 36.9 | 36.9 | NA | NA | 61.7 | 21.0 | 8.5 | 12.6 | 35.1 | 12.4 | 33.7 | 6.5 | 22.0 | 2.7 | 13.7 | 11.8 | 8.8 | 4.8 | 11.6 | 23.0 | 15.6 | 20.5 | 59.9 | 11.5 | 15.9 | 7.5 |
| Standard Deviation(%) | NA | 20.2 | 16.8 | 17.7 | 20.0 | 19.9 | NA | NA | 21.0 | 20.9 | 15.4 | 14.7 | 28.3 | 17.7 | 33.1 | 13.6 | 18.5 | 8.4 | 14.9 | 15.7 | 13.9 | 12.8 | 15.6 | 27.8 | 20.4 | 27.8 | 42.6 | 17.4 | 14.5 | 11.5 |
| Treynor Ratio | NA | 0.01 | -0.03 | 0.07 | 0.01 | 0.1 | NA | NA | 0.08 | 0.0 | 0.11 | 0.21 | -0.35 | 0.14 | 0.38 | 0.38 | -0.01 | 0.27 | 0.05 | 0.04 | 0.09 | 0.39 | 0.17 | -0.06 | 0.31 | 0.45 | -0.58 | 0.06 | -0.02 | 0.0 |
| Alpha | NA | -0.03 | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.03 | 0.0 | 0.0 | -0.02 | -0.02 | 0.01 | 0.02 | 0.03 | 0.02 | -0.01 | 0.02 | -0.02 | 0.02 | 0.0 | -0.01 | 0.01 | 0.01 | -0.06 | -0.03 | -0.02 | NA |
| Beta | NA | 1.01 | 0.98 | 0.95 | 0.9 | 0.92 | NA | NA | 0.92 | 0.96 | 0.97 | 0.83 | 0.87 | 0.95 | 0.92 | 0.95 | 1.0 | 0.95 | 0.92 | 0.98 | 0.99 | 0.95 | 0.95 | 0.97 | 0.91 | 0.91 | 0.9 | 0.97 | 0.94 | NA |
| RSquared | NA | 0.94 | 0.91 | 0.92 | 0.94 | 0.95 | NA | NA | 0.93 | 0.94 | 0.91 | 0.92 | 0.97 | 0.95 | 0.97 | 0.94 | 0.97 | 0.88 | 0.95 | 0.97 | 0.96 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.97 | 0.92 | 0.18 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.9 | 8.5 | 0.0 | 0.0 | 4.1 | 1.1 | 1.2 | 4.5 | 10.2 | 5.7 | 2.9 | 7.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 90.7 | N/A | N/A | -100.0 | 378.7 | 29.1 | -74.9 | -48.5 | 79.5 | 97.0 | -59.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2005
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