Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTCGX (MFS MID CAP GROWTH FUND R1) | -0.22% | -2.00% | 8.51% | 1.99% | 10.12% | 10.25% | 7.74% | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTCGX (MFS MID CAP GROWTH FUND R1) | 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 (%) | -4.00 | -2.00 | 8.51 | 1.99 | 10.12 | 10.25 | 7.74 | … | … | -0.22 | 2.53 | 13.44 | 20.12 | -29.07 | 12.81 | 34.33 | 36.45 | 0.04 | 25.04 | 3.60 | 3.40 | 7.78 | 35.87 | 15.34 | -6.84 | 27.57 | 40.73 | -51.46 | 8.51 | 1.26 | 9.71 |
| Sharpe Ratio | NA | -0.23 | 0.34 | -0.01 | 0.43 | NA | NA | … | … | -0.01 | -0.02 | 0.64 | 1.13 | -1.08 | 0.72 | 1.02 | 2.55 | -0.07 | 2.92 | 0.23 | 0.22 | 0.56 | 2.80 | 0.99 | -0.25 | 1.35 | 1.47 | -1.23 | 0.31 | -0.15 | 0.96 |
| Standard Deviation(%) | NA | 16.80 | 17.74 | 19.96 | 19.92 | NA | NA | … | … | 20.22 | 20.96 | 15.33 | 14.68 | 28.36 | 17.67 | 33.11 | 13.69 | 18.53 | 8.38 | 14.92 | 15.69 | 13.87 | 12.80 | 15.53 | 27.72 | 20.35 | 27.59 | 42.60 | 17.47 | 14.56 | 11.47 |
| Draw Down(%) | NA | 16.84 | 22.02 | 37.32 | 37.32 | NA | NA | … | … | 12.97 | 21.14 | 8.77 | 12.82 | 35.53 | 12.52 | 33.70 | 6.58 | 22.19 | 2.76 | 13.81 | 11.88 | 8.83 | 4.82 | 11.72 | 23.09 | 15.76 | 20.58 | 60.00 | 11.60 | 15.91 | 7.52 |
| Yield(%) | 0.00 | 18.95 | 11.43 | 6.65 | 8.93 | 9.86 | 7.60 | … | … | 0.00 | 19.74 | 10.89 | 0.00 | 0.00 | 5.06 | 1.37 | 1.46 | 5.43 | 11.90 | 6.60 | 3.30 | 8.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| OTCGX (MFS MID CAP GROWTH FUND R1) |
-22.77%
Feb 2006 – Feb 2009 |
-5.09%
Aug 2005 – Aug 2010 |
3.36%
Feb 2006 – Feb 2016 |
6.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTCGX (MFS MID CAP GROWTH FUND R1) |
27.54%
Feb 2009 – Feb 2012 |
24.69%
Feb 2009 – Feb 2014 |
17.17%
Feb 2009 – Feb 2019 |
14.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart