Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRERX (MFS CORE EQUITY FUND R2) | 3.58% | 13.20% | 15.41% | 6.88% | 12.05% | 11.86% | 9.90% | … | … |
Data as of 06/10/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRERX (MFS CORE EQUITY FUND R2) | 11/03/2003 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.32 | 13.20 | 15.41 | 6.88 | 12.05 | 11.86 | 9.90 | … | … | 3.58 | 12.04 | 19.73 | 22.58 | -20.15 | 16.13 | 16.86 | 32.43 | -4.40 | 24.18 | 10.82 | -0.58 | 10.84 | 33.76 | 16.33 | -1.34 | 16.86 | 32.52 | -38.05 | 7.97 | 12.94 | 5.63 | 13.53 | 4.22 |
| Sharpe Ratio | NA | 1.13 | 0.90 | 0.28 | 0.59 | NA | NA | … | … | 0.69 | 0.50 | 1.29 | 1.46 | -0.89 | 1.15 | 0.49 | 2.51 | -0.35 | 3.34 | 0.76 | -0.04 | 0.89 | 2.97 | 1.25 | -0.06 | 0.93 | 1.19 | -0.93 | 0.29 | 0.85 | 0.32 | 1.10 | 2.88 |
| Standard Deviation(%) | NA | 12.22 | 14.73 | 17.05 | 17.98 | NA | NA | … | … | 13.99 | 18.44 | 12.51 | 13.05 | 24.46 | 13.97 | 33.61 | 12.32 | 16.63 | 7.07 | 13.94 | 15.40 | 12.21 | 11.36 | 13.09 | 24.53 | 17.93 | 27.20 | 41.73 | 16.43 | 11.22 | 10.65 | 11.43 | 10.10 |
| Draw Down(%) | NA | 9.56 | 19.26 | 28.15 | 33.45 | NA | NA | … | … | 9.56 | 19.26 | 7.69 | 10.17 | 23.05 | 10.59 | 33.45 | 6.17 | 19.12 | 2.32 | 11.46 | 12.93 | 8.40 | 5.09 | 10.09 | 20.30 | 15.40 | 24.96 | 50.27 | 10.26 | 9.38 | 7.10 | 9.25 | 2.72 |
| Yield(%) | 0.00 | 13.27 | 9.58 | 5.23 | 7.28 | 8.79 | 7.80 | … | … | 0.00 | 13.62 | 9.14 | 2.95 | 0.14 | 0.00 | 0.24 | 2.08 | 9.38 | 7.75 | 3.77 | 9.79 | 8.32 | 0.54 | 0.31 | 0.32 | 0.52 | 0.90 | 0.35 | 7.97 | 7.77 | 4.67 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRERX (MFS CORE EQUITY FUND R2) |
-14.35%
Feb 2006 – Feb 2009 |
-5.86%
Feb 2004 – Feb 2009 |
6.21%
Feb 2006 – Feb 2016 |
7.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRERX (MFS CORE EQUITY FUND R2) |
25.30%
Feb 2009 – Feb 2012 |
23.42%
Feb 2009 – Feb 2014 |
16.45%
Feb 2009 – Feb 2019 |
14.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart