Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
0P00015SK3 (Mfs Large Cap Value Cit Cl 3) NA 10.00% 11.35% 12.20% NA NA NA
Data as of 06/13/2025, Common starting date is 09/12/2017
More Performance Analytics Comparison
Name Start Date End Date
0P00015SK3 (Mfs Large Cap Value Cit Cl 3) 09/12/2017 06/13/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 10.00 11.35 12.20 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/13/2025, Common starting date is 09/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
0P00015SK3 (Mfs Large Cap Value Cit Cl 3) 5.19%
Sep 2019 – Sep 2022
10.83%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
0P00015SK3 (Mfs Large Cap Value Cit Cl 3) 24.04%
Mar 2021 – Mar 2024
14.20%
Dec 2019 – Dec 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return