OTCHX
MFS Mid Cap Growth Fund Class R3
Mutual fund
$25.81+0.18 (+0.70%)Close Oct 2, 2026
Mar 31, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $54,588
- CAGR
- +8.21%
- Max drawdown
- −61.68%
- Sharpe ratio
- 0.48
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.65%
- 3M
- −2.42%
- 6M
- +8.81%
- YTD
- +3.08%
- 1Y
- −2.04%
- 3Y
- +11.45%
- 5Y
- +2.02%
- 10Y
- +10.81%
- 15Y
- +12.31%
- 20Y
- +8.63%
- Since 2005
- +8.21%
Metrics
Since 2005| Volatility | 20.89% |
|---|---|
| Sortino ratio | 0.67 |
| Calmar ratio | 0.13 |
| Best year, 2009 | +41.60% |
| Worst year, 2008 | −51.12% |
| Positive years | 17 of 20 |
| Longest drawdown | 5.4 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −61.7% | Oct 2007 | Nov 2008 | Mar 2013 | 5.4 years |
| −36.9% | Nov 2021 | Oct 2022 | Nov 2024 | 3 years |
| −33.7% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −22.1% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −21.8% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
Annual returns
2005 from Mar 31 · 2026 through Oct 2