Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTCAX (MFS MID CAP GROWTH FUND A) | 1.58% | -0.16% | 10.20% | 3.16% | 10.92% | 11.13% | 8.50% | … | … |
Data as of 06/08/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCAX (MFS MID CAP GROWTH FUND A) | 06/21/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.54 | -0.16 | 10.20 | 3.16 | 10.92 | 11.13 | 8.50 | … | … | 1.58 | 3.32 | 14.34 | 21.00 | -28.53 | 13.66 | 35.34 | 37.43 | 0.85 | 26.00 | 4.33 | 4.21 | 8.61 | 36.87 | 16.18 | -6.12 | 28.69 | 41.63 | -51.12 | 9.49 | 2.18 | 2.68 | 14.47 | 37.99 | -47.52 | -19.94 | 7.75 | 78.62 | 20.29 | 11.67 | 0.68 |
| Sharpe Ratio | NA | -0.19 | 0.39 | 0.03 | 0.47 | NA | NA | … | … | 0.02 | 0.02 | 0.70 | 1.19 | -1.06 | 0.77 | 1.06 | 2.63 | -0.03 | 3.06 | 0.28 | 0.27 | 0.62 | 2.87 | 1.05 | -0.22 | 1.39 | 1.50 | -1.22 | 0.36 | -0.09 | 0.04 | 0.81 | 1.88 | -1.58 | -0.61 | 0.09 | 3.36 | 0.63 | 0.39 | -0.13 |
| Standard Deviation(%) | NA | 16.78 | 17.75 | 19.97 | 19.91 | NA | NA | … | … | 20.28 | 20.97 | 15.34 | 14.67 | 28.36 | 17.69 | 33.09 | 13.69 | 18.46 | 8.31 | 14.88 | 15.63 | 13.87 | 12.85 | 15.49 | 27.73 | 20.55 | 27.77 | 42.55 | 17.47 | 14.50 | 11.73 | 16.65 | 19.84 | 30.80 | 37.52 | 37.74 | 22.39 | 26.62 | 20.45 | 18.43 |
| Draw Down(%) | NA | 16.46 | 21.84 | 36.85 | 36.85 | NA | NA | … | … | 12.80 | 21.05 | 8.50 | 12.62 | 35.12 | 12.46 | 33.64 | 6.55 | 22.05 | 2.76 | 13.80 | 11.85 | 8.72 | 4.82 | 11.67 | 22.97 | 15.64 | 20.53 | 59.87 | 11.58 | 15.74 | 11.41 | 17.40 | 11.20 | 54.79 | 45.38 | 23.60 | 15.09 | 34.01 | 18.61 | 15.67 |
| Yield(%) | 0.00 | 14.14 | 8.97 | 5.32 | 7.56 | 8.87 | 6.99 | … | … | 0.00 | 14.84 | 8.44 | 0.00 | 0.00 | 4.05 | 1.11 | 1.19 | 4.51 | 10.12 | 5.71 | 2.89 | 7.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.44 | 0.00 | 18.28 | 17.28 | 14.50 | 3.44 | 13.46 |
Data as of 06/08/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCAX (MFS MID CAP GROWTH FUND A) |
-26.56%
Mar 2000 – Mar 2003 |
-11.61%
Feb 2004 – Feb 2009 |
-7.78%
Aug 2000 – Aug 2010 |
-0.22%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCAX (MFS MID CAP GROWTH FUND A) |
46.52%
Mar 1997 – Mar 2000 |
25.62%
Feb 2009 – Feb 2014 |
18.05%
Feb 2009 – Feb 2019 |
15.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart