Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFGX (MFS EQUITY OPPORTUNITIES FUND R4) | NA | 6.25% | 5.82% | 6.82% | 11.95% | NA | NA | … | … |
Data as of 01/31/2020, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFGX (MFS EQUITY OPPORTUNITIES FUND R4) | 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 | 6.25 | 5.82 | 6.82 | 11.95 | NA | NA | … | … | 0.00 | 17.42 | -13.51 | 18.34 | 11.08 | 2.14 | 5.83 | 41.62 | 19.09 | -2.10 | 25.62 | 16.26 | -38.28 |
| Sharpe Ratio | NA | 0.45 | 0.37 | 0.47 | 0.73 | NA | NA | … | … | 0.00 | 1.34 | -0.94 | 1.95 | 0.78 | 0.13 | 0.45 | 3.26 | 1.25 | -0.08 | 1.22 | 0.67 | -1.18 |
| Standard Deviation(%) | NA | 10.96 | 12.53 | 13.36 | 16.10 | NA | NA | … | … | NA | 11.98 | 15.83 | 9.11 | 13.81 | 15.75 | 13.05 | 12.75 | 15.31 | 26.49 | 20.89 | 24.17 | 44.57 |
| Draw Down(%) | NA | 6.58 | 22.80 | 22.80 | 22.80 | NA | NA | … | … | 0.00 | 6.58 | 22.80 | 3.75 | 11.80 | 12.33 | 10.71 | 5.94 | 12.42 | 22.68 | 17.32 | 23.02 | 50.28 |
| Yield(%) | 0.00 | 1.62 | 9.56 | 7.14 | 8.27 | 3.84 | 2.88 | … | … | 0.00 | 1.79 | 16.32 | 9.86 | 1.86 | 0.97 | 0.54 | 0.54 | 1.67 | 1.51 | 1.26 | 0.68 | 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 |
|---|---|---|---|---|
| SRFGX (MFS EQUITY OPPORTUNITIES FUND R4) |
-1.99%
Aug 2008 – Aug 2011 |
4.21%
Dec 2013 – Dec 2018 |
7.77%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFGX (MFS EQUITY OPPORTUNITIES FUND R4) |
23.47%
Sep 2011 – Sep 2014 |
23.56%
Feb 2009 – Feb 2014 |
14.44%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart