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OTCIX: MFS MID CAP GROWTH FUND I (MUTUAL FUND)
Basic Info 28.32 0.93(3.18%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 07/31/2000 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 13.38% |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 1.4 | -0.2 | 10.5 | 3.4 | 11.3 | 11.2 | 8.7 | 3.9 | 3.6 | 14.6 | 21.3 | -28.3 | 13.9 | 35.7 | 37.8 | 1.1 | 26.3 | 4.6 | 4.5 | 8.8 | 37.3 | 16.4 | -5.9 | 28.9 | 42.1 | -51.0 | 9.7 | 2.4 | 3.0 | 14.7 | 38.4 | -48.3 | -19.7 | -22.7 |
| Sharpe Ratio | NA | 0.04 | -0.17 | 0.41 | 0.05 | 0.48 | NA | NA | 0.11 | 0.03 | 0.72 | 1.21 | -1.05 | 0.79 | 1.07 | 2.65 | -0.02 | 3.08 | 0.3 | 0.28 | 0.64 | 2.9 | 1.06 | -0.21 | 1.41 | 1.51 | -1.21 | 0.38 | -0.07 | 0.06 | 0.83 | 1.91 | -1.6 | -0.6 | -1.02 |
| Draw Down(%) | NA | 12.7 | 16.3 | 21.8 | 36.7 | 36.7 | NA | NA | 78.4 | 21.0 | 8.4 | 12.6 | 35.0 | 12.4 | 33.6 | 6.6 | 22.0 | 2.7 | 13.8 | 11.8 | 8.7 | 4.7 | 11.7 | 22.9 | 15.6 | 20.6 | 59.8 | 11.5 | 15.8 | 11.4 | 17.3 | 11.3 | 55.5 | 45.3 | 36.1 |
| Standard Deviation(%) | NA | 20.2 | 16.8 | 17.7 | 20.0 | 19.9 | NA | NA | 22.8 | 21.0 | 15.3 | 14.7 | 28.4 | 17.7 | 33.1 | 13.7 | 18.5 | 8.4 | 14.9 | 15.7 | 13.8 | 12.8 | 15.5 | 27.7 | 20.5 | 27.8 | 42.7 | 17.4 | 14.6 | 11.8 | 16.5 | 19.8 | 30.9 | 37.4 | 49.3 |
| Treynor Ratio | NA | 0.01 | -0.03 | 0.08 | 0.01 | 0.1 | NA | NA | 0.03 | 0.01 | 0.11 | 0.21 | -0.34 | 0.15 | 0.38 | 0.38 | 0.0 | 0.27 | 0.05 | 0.05 | 0.09 | 0.39 | 0.17 | -0.06 | 0.32 | 0.46 | -0.58 | 0.07 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | -0.01 | -0.02 | 0.0 | 0.01 | -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 | -0.02 | -0.02 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.01 | 0.98 | 0.95 | 0.9 | 0.92 | NA | NA | 0.93 | 0.96 | 0.97 | 0.83 | 0.87 | 0.95 | 0.92 | 0.96 | 1.0 | 0.95 | 0.91 | 0.98 | 0.99 | 0.94 | 0.95 | 0.97 | 0.91 | 0.92 | 0.9 | 0.97 | 0.96 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.91 | 0.92 | 0.94 | 0.95 | NA | NA | 0.65 | 0.94 | 0.91 | 0.92 | 0.97 | 0.95 | 0.97 | 0.94 | 0.97 | 0.88 | 0.95 | 0.97 | 0.95 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.92 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.6 | 7.8 | 0.0 | 0.0 | 3.8 | 1.0 | 1.1 | 4.3 | 9.6 | 5.5 | 2.8 | 7.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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