Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFFX (MFS EQUITY OPPORTUNITIES FUND R3) | NA | 6.05% | 5.56% | 6.52% | 11.65% | NA | NA | … | … |
Data as of 01/31/2020, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFFX (MFS EQUITY OPPORTUNITIES FUND R3) | 05/06/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.05 | 5.56 | 6.52 | 11.65 | NA | NA | … | … | 0.00 | 17.16 | -13.75 | 18.05 | 10.81 | 1.70 | 5.59 | 41.19 | 18.87 | -2.35 | 25.26 | 16.05 | -38.44 |
| Sharpe Ratio | NA | 0.43 | 0.35 | 0.45 | 0.71 | NA | NA | … | … | 0.00 | 1.32 | -0.95 | 1.93 | 0.76 | 0.11 | 0.43 | 3.23 | 1.24 | -0.09 | 1.21 | 0.66 | -1.19 |
| Standard Deviation(%) | NA | 10.94 | 12.53 | 13.35 | 16.09 | NA | NA | … | … | NA | 11.96 | 15.85 | 9.08 | 13.80 | 15.74 | 13.03 | 12.74 | 15.32 | 26.49 | 20.81 | 24.16 | 44.59 |
| Draw Down(%) | NA | 6.58 | 22.99 | 22.99 | 22.99 | NA | NA | … | … | 0.00 | 6.58 | 22.99 | 3.74 | 11.84 | 12.35 | 10.77 | 5.96 | 12.51 | 22.72 | 17.32 | 23.06 | 50.38 |
| Yield(%) | 0.00 | 1.41 | 9.40 | 6.89 | 7.84 | 3.62 | 2.72 | … | … | 0.00 | 1.56 | 16.22 | 9.68 | 1.60 | 0.57 | 0.43 | 0.37 | 1.40 | 1.28 | 1.00 | 0.44 | 0.00 |
Data as of 01/31/2020, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFFX (MFS EQUITY OPPORTUNITIES FUND R3) |
-2.26%
Aug 2008 – Aug 2011 |
3.91%
Dec 2013 – Dec 2018 |
7.47%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFFX (MFS EQUITY OPPORTUNITIES FUND R3) |
23.16%
Sep 2011 – Sep 2014 |
23.27%
Feb 2009 – Feb 2014 |
14.14%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart