Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGRX (MFS CORE EQUITY FUND I) | 3.79% | 13.75% | 15.98% | 7.61% | 12.71% | 12.49% | 9.61% | … | … |
Data as of 06/10/2026, Common starting date is 03/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGRX (MFS CORE EQUITY FUND I) | 03/26/1997 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.33 | 13.75 | 15.98 | 7.61 | 12.71 | 12.49 | 9.61 | … | … | 3.79 | 12.60 | 20.35 | 23.19 | -19.52 | 17.45 | 17.53 | 33.12 | -3.90 | 24.77 | 11.39 | -0.14 | 11.36 | 34.49 | 16.86 | -0.81 | 17.33 | 31.81 | -38.54 | 1.30 | 6.05 | 1.85 | 14.34 | 28.03 | -22.78 | -11.34 | 2.95 | 0.58 | 17.89 | 19.02 |
| Sharpe Ratio | NA | 1.18 | 0.94 | 0.32 | 0.62 | NA | NA | … | … | 0.74 | 0.53 | 1.34 | 1.51 | -0.86 | 1.27 | 0.51 | 2.57 | -0.32 | 3.43 | 0.80 | -0.01 | 0.93 | 3.01 | 1.29 | -0.03 | 0.96 | 1.17 | -0.94 | -0.10 | 0.20 | -0.04 | 1.17 | 1.67 | -1.03 | -0.79 | -0.07 | -0.17 | 0.80 | 1.35 |
| Standard Deviation(%) | NA | 12.22 | 14.74 | 17.01 | 17.96 | NA | NA | … | … | 13.97 | 18.45 | 12.53 | 13.06 | 24.42 | 13.74 | 33.61 | 12.32 | 16.63 | 7.06 | 13.98 | 15.39 | 12.22 | 11.44 | 13.09 | 24.18 | 17.93 | 27.20 | 41.85 | 18.91 | 13.27 | 11.47 | 11.45 | 16.34 | 23.31 | 17.75 | 19.40 | 16.85 | 18.09 | 16.03 |
| Draw Down(%) | NA | 9.49 | 19.17 | 27.39 | 33.43 | NA | NA | … | … | 9.49 | 19.17 | 7.67 | 10.08 | 22.77 | 9.97 | 33.43 | 6.14 | 19.00 | 2.31 | 11.42 | 12.83 | 8.35 | 5.04 | 10.00 | 20.22 | 15.38 | 24.78 | 50.05 | 13.23 | 9.28 | 7.00 | 8.94 | 13.28 | 31.45 | 27.08 | 10.02 | 14.56 | 20.71 | 9.14 |
| Yield(%) | 0.00 | 12.32 | 9.15 | 5.21 | 7.47 | 9.17 | 7.36 | … | … | 0.00 | 12.68 | 8.78 | 3.01 | 0.49 | 0.43 | 0.65 | 2.47 | 9.30 | 7.75 | 4.11 | 9.66 | 8.46 | 1.04 | 0.84 | 0.79 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 | 0.56 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MRGRX (MFS CORE EQUITY FUND I) |
-18.14%
Feb 2006 – Feb 2009 |
-8.92%
Feb 2004 – Feb 2009 |
-5.08%
Feb 1999 – Feb 2009 |
2.21%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGRX (MFS CORE EQUITY FUND I) |
25.52%
Feb 2009 – Feb 2012 |
23.78%
Feb 2009 – Feb 2014 |
16.90%
Feb 2009 – Feb 2019 |
15.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart