Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGBX (MFS CORE EQUITY FUND B) | 4.91% | 14.81% | 15.73% | 6.39% | 11.31% | 11.23% | 9.24% | … | … |
Data as of 06/08/2026, Common starting date is 03/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGBX (MFS CORE EQUITY FUND B) | 03/26/1997 | 06/08/2026 |
| 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 (%) | -2.87 | 14.81 | 15.73 | 6.39 | 11.31 | 11.23 | 9.24 | … | … | 4.91 | 11.47 | 19.12 | 21.98 | -20.98 | 14.41 | 16.07 | 31.79 | -4.88 | 23.56 | 10.28 | -1.09 | 10.32 | 33.12 | 15.76 | -1.83 | 16.12 | 31.93 | -38.39 | 7.58 | 12.57 | 5.31 | 13.22 | 26.72 | -22.27 | -12.21 | 1.94 | 7.54 | 21.15 | 22.82 |
| Sharpe Ratio | NA | 1.08 | 0.86 | 0.23 | 0.54 | NA | NA | … | … | 0.66 | 0.47 | 1.24 | 1.41 | -0.91 | 1.00 | 0.47 | 2.46 | -0.38 | 3.26 | 0.72 | -0.07 | 0.84 | 2.91 | 1.21 | -0.08 | 0.90 | 1.17 | -0.94 | 0.27 | 0.82 | 0.29 | 1.07 | 1.59 | -1.00 | -0.84 | -0.12 | 0.27 | 1.01 | 1.78 |
| Standard Deviation(%) | NA | 12.21 | 14.74 | 17.16 | 18.03 | NA | NA | … | … | 13.96 | 18.45 | 12.52 | 13.08 | 24.59 | 14.36 | 33.62 | 12.32 | 16.63 | 7.05 | 13.91 | 15.38 | 12.21 | 11.37 | 13.11 | 24.19 | 17.89 | 27.14 | 41.71 | 16.43 | 11.27 | 10.63 | 11.42 | 16.35 | 23.31 | 17.73 | 19.50 | 15.42 | 17.56 | 15.09 |
| Draw Down(%) | NA | 9.62 | 19.33 | 29.21 | 33.48 | NA | NA | … | … | 9.62 | 19.33 | 7.71 | 10.32 | 23.37 | 11.50 | 33.48 | 6.15 | 19.23 | 2.39 | 11.51 | 13.07 | 8.45 | 5.11 | 10.17 | 20.46 | 15.54 | 25.02 | 50.52 | 10.30 | 9.36 | 7.15 | 9.41 | 13.43 | 31.63 | 27.55 | 10.26 | 14.20 | 20.91 | 9.17 |
| Yield(%) | 0.00 | 15.51 | 10.82 | 5.71 | 7.48 | 8.83 | 7.60 | … | … | 0.00 | 15.82 | 10.28 | 2.91 | 0.00 | 0.00 | 0.00 | 2.07 | 10.18 | 8.07 | 3.68 | 10.29 | 8.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 8.38 | 8.12 | 4.86 | 0.00 | 0.00 | 1.71 | 0.00 | 0.00 | 7.82 | 4.20 | 3.96 |
Data as of 06/08/2026, Common starting date is 03/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGBX (MFS CORE EQUITY FUND B) |
-14.72%
Feb 2006 – Feb 2009 |
-6.22%
Feb 2004 – Feb 2009 |
-3.25%
Feb 1999 – Feb 2009 |
3.76%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGBX (MFS CORE EQUITY FUND B) |
24.67%
Feb 2009 – Feb 2012 |
22.80%
Feb 2009 – Feb 2014 |
15.86%
Feb 2009 – Feb 2019 |
13.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart