Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGHX (MFS CORE EQUITY FUND R3) | 3.67% | 13.47% | 15.69% | 7.19% | 12.35% | 12.15% | 10.18% | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGHX (MFS CORE EQUITY FUND R3) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.33 | 13.47 | 15.69 | 7.19 | 12.35 | 12.15 | 10.18 | … | … | 3.67 | 12.34 | 20.02 | 22.89 | -19.91 | 16.64 | 17.15 | 32.75 | -4.14 | 24.44 | 11.11 | -0.36 | 11.15 | 34.10 | 16.66 | -1.15 | 17.07 | 32.83 | -37.87 | 8.25 | 13.23 | 3.88 |
| Sharpe Ratio | NA | 1.15 | 0.92 | 0.30 | 0.60 | NA | NA | … | … | 0.72 | 0.51 | 1.31 | 1.48 | -0.88 | 1.19 | 0.50 | 2.54 | -0.33 | 3.38 | 0.78 | -0.03 | 0.91 | 2.99 | 1.28 | -0.05 | 0.95 | 1.23 | -0.93 | 0.31 | 0.88 | 0.24 |
| Standard Deviation(%) | NA | 12.20 | 14.74 | 17.04 | 17.98 | NA | NA | … | … | 13.96 | 18.44 | 12.53 | 13.07 | 24.47 | 13.91 | 33.66 | 12.33 | 16.64 | 7.07 | 13.93 | 15.38 | 12.18 | 11.41 | 13.07 | 24.52 | 17.90 | 26.56 | 41.67 | 16.37 | 11.17 | 11.88 |
| Draw Down(%) | NA | 9.53 | 19.22 | 27.88 | 33.45 | NA | NA | … | … | 9.53 | 19.22 | 7.68 | 10.14 | 22.93 | 10.41 | 33.45 | 6.15 | 19.08 | 2.31 | 11.47 | 12.91 | 8.39 | 5.05 | 10.07 | 20.25 | 15.37 | 24.92 | 50.13 | 10.26 | 9.34 | 5.70 |
| Yield(%) | 0.00 | 13.03 | 9.54 | 5.30 | 7.46 | 9.07 | 8.08 | … | … | 0.00 | 13.39 | 9.19 | 3.05 | 0.30 | 0.16 | 0.46 | 2.38 | 9.60 | 7.61 | 3.98 | 9.95 | 8.56 | 0.82 | 0.65 | 0.60 | 0.73 | 1.08 | 0.51 | 7.87 | 7.70 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGHX (MFS CORE EQUITY FUND R3) |
-14.14%
Feb 2006 – Feb 2009 |
-0.86%
Jun 2005 – Jun 2010 |
6.47%
Jan 2006 – Jan 2016 |
7.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGHX (MFS CORE EQUITY FUND R3) |
25.60%
Feb 2009 – Feb 2012 |
23.72%
Feb 2009 – Feb 2014 |
16.73%
Feb 2009 – Feb 2019 |
14.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart