OTCIX
MFS Mid Cap Growth Fund Class I
Mutual fund
$28.84+0.21 (+0.73%)Close Oct 2, 2026
Dec 31, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $57,323
- CAGR
- +6.04%
- Max drawdown
- −78.67%
- Sharpe ratio
- 0.37
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.69%
- 3M
- −2.34%
- 6M
- +8.99%
- YTD
- +3.26%
- 1Y
- −1.74%
- 3Y
- +11.73%
- 5Y
- +2.29%
- 10Y
- +11.10%
- 15Y
- +12.59%
- 20Y
- +8.91%
- 25Y
- +7.16%
- Since 1996
- +6.04%
Metrics
Since 1996| Volatility | 23.31% |
|---|---|
| Sortino ratio | 0.51 |
| Calmar ratio | 0.08 |
| Best year, 1999 | +58.99% |
| Worst year, 2008 | −51.00% |
| Positive years | 23 of 29 |
| Longest drawdown | 17.2 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −78.7% | Jul 2000 | Nov 2008 | Sep 2017 | 17.2 years |
| −36.7% | Nov 2021 | Oct 2022 | Nov 2024 | 3 years |
| −34.0% | Apr 1998 | Oct 1998 | Jun 1999 | 1.2 years |
| −33.6% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −23.0% | Mar 2000 | Apr 2000 | Jun 2000 | 3 months |
Annual returns
1996 from Dec 31 · 2026 through Oct 2