OTCAX
MFS Mid Cap Growth Fund Class A
Mutual fund
$26.03+0.18 (+0.70%)Close Oct 2, 2026
Nov 30, 1993 – Oct 2, 2026, Dividends reinvested
- Final balance
- $109,854
- CAGR
- +7.57%
- Max drawdown
- −74.26%
- Sharpe ratio
- 0.44
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.64%
- 3M
- −2.40%
- 6M
- +8.82%
- YTD
- +3.05%
- 1Y
- −2.03%
- 3Y
- +11.44%
- 5Y
- +2.02%
- 10Y
- +10.81%
- 15Y
- +12.31%
- 20Y
- +8.64%
- 25Y
- +6.97%
- 30Y
- +7.51%
- Since 1993
- +7.57%
Metrics
Since 1993| Volatility | 22.59% |
|---|---|
| Sortino ratio | 0.61 |
| Calmar ratio | 0.10 |
| Best year, 1999 | +78.46% |
| Worst year, 2008 | −51.12% |
| Positive years | 26 of 32 |
| Longest drawdown | 14.9 years |
Worst drawdowns
Since 1993| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −74.3% | Jul 2000 | Nov 2008 | Jun 2015 | 14.9 years |
| −36.9% | Nov 2021 | Oct 2022 | Nov 2024 | 3 years |
| −34.0% | Apr 1998 | Oct 1998 | Jan 1999 | 9 months |
| −33.6% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −26.0% | Sep 1995 | Jan 1996 | Jul 1997 | 1.8 years |
Annual returns
1993 from Nov 30 · 2026 through Oct 2