OTCGX
MFS Mid Cap Growth Fund Class R1
Mutual fund
$18.23+0.12 (+0.66%)Close Oct 2, 2026
Mar 31, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $46,451
- CAGR
- +7.40%
- Max drawdown
- −61.97%
- Sharpe ratio
- 0.45
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.56%
- 3M
- −2.62%
- 6M
- +8.38%
- YTD
- +2.47%
- 1Y
- −2.79%
- 3Y
- +10.59%
- 5Y
- +1.25%
- 10Y
- +9.97%
- 15Y
- +11.47%
- 20Y
- +7.81%
- Since 2005
- +7.40%
Metrics
Since 2005| Volatility | 20.88% |
|---|---|
| Sortino ratio | 0.62 |
| Calmar ratio | 0.12 |
| Best year, 2009 | +40.73% |
| Worst year, 2008 | −51.46% |
| Positive years | 17 of 20 |
| Longest drawdown | 5.6 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.0% | Oct 2007 | Nov 2008 | May 2013 | 5.6 years |
| −37.3% | Nov 2021 | Oct 2022 | Nov 2024 | 3 years |
| −33.7% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −22.2% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −22.0% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
Annual returns
2005 from Mar 31 · 2026 through Oct 2