OTCKX
MFS Mid Cap Growth Fund Class R6
Mutual fund
$29.39+0.20 (+0.69%)Close Oct 2, 2026
Jan 2, 2013 – Oct 2, 2026, Dividends reinvested
- Final balance
- $46,757
- CAGR
- +11.87%
- Max drawdown
- −36.64%
- Sharpe ratio
- 0.70
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.70%
- 3M
- −2.33%
- 6M
- +9.01%
- YTD
- +3.34%
- 1Y
- −1.65%
- 3Y
- +11.86%
- 5Y
- +2.41%
- 10Y
- +11.21%
- Since 2013
- +11.87%
Metrics
Since 2013| Volatility | 18.62% |
|---|---|
| Sortino ratio | 0.98 |
| Calmar ratio | 0.32 |
| Best year, 2019 | +37.94% |
| Worst year, 2022 | −28.29% |
| Positive years | 12 of 13 |
| Longest drawdown | 3 years |
Worst drawdowns
Since 2013| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −36.6% | Nov 2021 | Oct 2022 | Nov 2024 | 3 years |
| −33.6% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −21.9% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −21.7% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
| −18.6% | Aug 2015 | Feb 2016 | Jul 2016 | 11 months |
Annual returns
2026 through Oct 2