Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFBX (MFS EQUITY OPPORTUNITIES FUND B) | NA | 5.46% | 4.84% | 5.70% | 10.80% | NA | NA | … | … |
Data as of 01/31/2020, Common starting date is 01/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFBX (MFS EQUITY OPPORTUNITIES FUND B) | 01/09/2007 | 01/31/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.46 | 4.84 | 5.70 | 10.80 | NA | NA | … | … | 0.00 | 16.43 | -14.39 | 17.18 | 9.94 | 0.66 | 4.79 | 40.14 | 17.95 | -3.07 | 24.35 | 15.14 | -40.34 | 13.36 |
| Sharpe Ratio | NA | 0.37 | 0.30 | 0.39 | 0.66 | NA | NA | … | … | 0.00 | 1.26 | -0.99 | 1.83 | 0.70 | 0.04 | 0.37 | 3.15 | 1.18 | -0.12 | 1.16 | 0.62 | -1.08 | 0.61 |
| Standard Deviation(%) | NA | 10.95 | 12.52 | 13.33 | 16.09 | NA | NA | … | … | NA | 11.97 | 15.83 | 9.08 | 13.80 | 15.71 | 13.02 | 12.73 | 15.28 | 26.55 | 20.83 | 24.22 | 38.17 | 17.44 |
| Draw Down(%) | NA | 6.60 | 23.51 | 23.51 | 23.51 | NA | NA | … | … | 0.00 | 6.60 | 23.51 | 3.81 | 11.92 | 12.43 | 10.92 | 5.91 | 12.58 | 22.86 | 17.47 | 23.16 | 50.60 | 11.89 |
| Yield(%) | 0.00 | 0.79 | 9.24 | 6.50 | 6.93 | 3.48 | 2.61 | … | … | 0.00 | 0.87 | 16.28 | 9.82 | 0.99 | 0.00 | 0.00 | 0.00 | 0.52 | 0.45 | 0.16 | 0.00 | 0.00 | 0.00 |
Data as of 01/31/2020, Common starting date is 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFBX (MFS EQUITY OPPORTUNITIES FUND B) |
-12.58%
Jun 2007 – Jun 2010 |
-2.50%
May 2007 – May 2012 |
5.46%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFBX (MFS EQUITY OPPORTUNITIES FUND B) |
22.22%
Sep 2011 – Sep 2014 |
22.35%
Feb 2009 – Feb 2014 |
13.25%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart