Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRFIX (MFS RESEARCH FUND I) | 4.21% | 16.61% | 16.53% | 7.22% | 11.40% | 11.62% | 9.81% | … | … |
Data as of 06/05/2026, Common starting date is 08/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRFIX (MFS RESEARCH FUND I) | 08/18/1997 | 06/05/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | 16.61 | 16.53 | 7.22 | 11.40 | 11.62 | 9.81 | … | … | 4.21 | 13.06 | 19.06 | 22.81 | -22.08 | 19.00 | 11.85 | 33.48 | -4.27 | 23.59 | 8.97 | 0.99 | 10.59 | 32.46 | 17.48 | -0.44 | 15.81 | 30.74 | -36.30 | 13.36 | 10.74 | 7.95 | 16.19 | 24.98 | -24.51 | -21.35 | -16.80 | 15.24 | 18.54 | -1.93 |
| Sharpe Ratio | NA | 1.16 | 0.91 | 0.28 | 0.55 | NA | NA | … | … | 0.55 | 0.56 | 1.25 | 1.51 | -0.97 | 1.36 | 0.34 | 2.59 | -0.34 | 3.41 | 0.66 | 0.06 | 0.86 | 2.81 | 1.35 | -0.02 | 0.86 | 1.12 | -0.90 | 0.62 | 0.66 | 0.53 | 1.27 | 1.52 | -1.03 | -1.04 | -0.70 | 0.62 | 0.68 | -0.39 |
| Standard Deviation(%) | NA | 11.99 | 14.53 | 16.95 | 17.88 | NA | NA | … | … | 13.70 | 18.23 | 12.35 | 12.78 | 24.43 | 13.99 | 33.69 | 12.36 | 16.50 | 6.76 | 13.23 | 15.56 | 12.23 | 11.54 | 13.00 | 24.25 | 18.37 | 27.42 | 41.45 | 16.41 | 11.18 | 10.65 | 11.94 | 15.94 | 24.82 | 23.30 | 29.92 | 19.22 | 22.20 | 22.59 |
| Draw Down(%) | NA | 9.61 | 19.12 | 26.55 | 33.47 | NA | NA | … | … | 9.61 | 19.04 | 7.65 | 9.52 | 23.22 | 8.33 | 33.47 | 6.13 | 19.48 | 2.18 | 10.65 | 11.86 | 8.08 | 5.13 | 9.98 | 19.55 | 16.59 | 25.24 | 47.62 | 10.00 | 9.97 | 7.97 | 9.96 | 13.12 | 33.04 | 37.98 | 31.35 | 12.42 | 27.13 | 13.00 |
| Yield(%) | 0.00 | 15.15 | 11.99 | 6.63 | 8.46 | 10.03 | 9.20 | … | … | 0.00 | 15.32 | 10.86 | 7.70 | 0.76 | 0.65 | 0.86 | 4.88 | 10.83 | 9.93 | 6.04 | 6.68 | 6.08 | 3.75 | 1.12 | 1.05 | 1.09 | 1.43 | 0.82 | 1.05 | 0.66 | 0.50 | 0.80 | 1.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRFIX (MFS RESEARCH FUND I) |
-23.99%
Mar 2000 – Mar 2003 |
-10.80%
Mar 1998 – Mar 2003 |
-4.84%
Feb 1999 – Feb 2009 |
2.15%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRFIX (MFS RESEARCH FUND I) |
25.05%
Feb 2009 – Feb 2012 |
23.03%
Feb 2009 – Feb 2014 |
16.22%
Feb 2009 – Feb 2019 |
14.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart