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MFS Core Equity Fund Class C (MRGCX) Sharpe Ratio: 1.12

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

MFS Core Equity Fund Class C is an actively managed large-cap blend mutual fund that invests primarily in common stocks of U.S. companies. The fund seeks capital appreciation by investing across growth and value styles in high-quality large-cap companies, with the flexibility to hold mid-cap names where opportunities arise.

MRGCX's Sharpe Ratio of 1.12 indicates that for each unit of volatility, it generates 1.12 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 11, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

MRGCX Sharpe Ratio Rank

MRGCX Sharpe Ratio Rank: 27.127
Below Average

MRGCX ranks above 27.1% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

MRGCX Sharpe Ratio Market Positioning

The chart shows MRGCX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.07 or lower
  • Yellow zone (middle 50%): 1.07 to 1.95
  • Green zone (top 25%): 1.95 or higher
  • Top 1%: 3.91+
  • Median: 1.59 — half of all investments score higher

How it compares to other similar mutual funds

The table compares MFS Core Equity Fund Class C's Sharpe Ratio with other mutual funds in the Large Cap Blend Equities category across multiple time periods, showing how MRGCX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 11, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VPCCXVanguard PRIMECAP Core Fund2.83
POGRXPRIMECAP Odyssey Growth Fund2.76
VPMAXVanguard PRIMECAP Fund Admiral Shares2.74
SVPFXGoldman Sachs Strategic Volatility Premium Fund2.65
GTLOXGlenmede Quantitative U.S. Large Cap Core Equity Portfolio2.52
MISEXMidas Magic2.45
QCELXAQR Large Cap Multi-Style Fund2.41
POSKXPrimeCap Odyssey Stock Fund2.40
STFGXState Farm Growth Fund2.36
AMFEXAAMA Equity Fund2.35
MRGCXMFS Core Equity Fund Class C1.12

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows MRGCX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MRGCX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does MRGCX fit in your portfolio?

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