Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGJX (MFS CORE EQUITY FUND R4) | 3.80% | 13.77% | 15.98% | 7.49% | 12.65% | 12.44% | 10.46% | … | … |
Data as of 06/10/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGJX (MFS CORE EQUITY FUND R4) | 04/07/2005 | 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 (%) | -3.30 | 13.77 | 15.98 | 7.49 | 12.65 | 12.44 | 10.46 | … | … | 3.80 | 12.62 | 20.31 | 23.20 | -19.67 | 17.02 | 17.48 | 33.07 | -3.90 | 24.78 | 11.39 | -0.12 | 11.43 | 34.48 | 16.88 | -0.86 | 17.25 | 33.20 | -37.77 | 8.57 | 13.53 | 3.26 |
| Sharpe Ratio | NA | 1.18 | 0.94 | 0.31 | 0.62 | NA | NA | … | … | 0.73 | 0.53 | 1.33 | 1.51 | -0.87 | 1.22 | 0.51 | 2.56 | -0.32 | 3.43 | 0.80 | -0.01 | 0.93 | 3.03 | 1.30 | -0.04 | 0.96 | 1.22 | -0.93 | 0.33 | 0.91 | 0.17 |
| Standard Deviation(%) | NA | 12.19 | 14.74 | 17.04 | 17.98 | NA | NA | … | … | 13.96 | 18.43 | 12.53 | 13.06 | 24.46 | 13.89 | 33.61 | 12.32 | 16.65 | 7.06 | 14.02 | 15.39 | 12.23 | 11.38 | 13.09 | 24.54 | 17.88 | 27.18 | 41.66 | 16.39 | 11.18 | 11.93 |
| Draw Down(%) | NA | 9.49 | 19.18 | 27.66 | 33.41 | NA | NA | … | … | 9.49 | 19.18 | 7.66 | 10.07 | 22.78 | 10.31 | 33.41 | 6.14 | 19.04 | 2.28 | 11.43 | 12.85 | 8.37 | 5.05 | 9.99 | 20.23 | 15.52 | 24.81 | 50.03 | 10.23 | 9.31 | 5.70 |
| Yield(%) | 0.00 | 13.15 | 9.70 | 5.48 | 7.77 | 9.47 | 8.47 | … | … | 0.00 | 13.53 | 9.30 | 3.19 | 0.52 | 0.43 | 0.67 | 2.57 | 9.71 | 8.08 | 4.22 | 10.09 | 8.77 | 1.10 | 0.87 | 0.82 | 0.96 | 1.31 | 0.77 | 7.82 | 7.69 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGJX (MFS CORE EQUITY FUND R4) |
-13.91%
Feb 2006 – Feb 2009 |
-0.62%
Jun 2005 – Jun 2010 |
6.73%
Feb 2006 – Feb 2016 |
7.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGJX (MFS CORE EQUITY FUND R4) |
25.85%
Feb 2009 – Feb 2012 |
23.99%
Feb 2009 – Feb 2014 |
17.01%
Feb 2009 – Feb 2019 |
15.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart