- ISIN
- US5529877038
- CUSIP
- 552987703
- Issuer
- MFS
- Inception Date
- Dec 1, 1993
- Category
- Mid Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
OTCAX Performance Chart
MFS Mid Cap Growth Fund (OTCAX) is up 5.5% since the beginning of the year. OTCAX is currently trading at $27 per share. Investors who bought $1,000 worth of OTCAX shares 5 years ago would now be looking at an investment worth $1,296.
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Returns By Period
MFS Mid Cap Growth Fund (OTCAX) has returned 5.50% so far this year and 4.18% over the past 12 months. Over the last ten years, OTCAX has returned 12.38% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
MFS Mid Cap Growth Fund
- 1D
- 1.37%
- 1M
- 3.78%
- YTD
- 5.50%
- 6M
- 3.50%
- 1Y
- 4.18%
- 3Y*
- 13.68%
- 5Y*
- 5.33%
- 10Y*
- 12.38%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
OTCAX Monthly Returns History
Based on dividend-adjusted daily data since Nov 30, 1993, OTCAX's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, an investment would double in approximately 6.5 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2001 with a return of +25.6%, while the worst month was Oct 2008 at -24.9%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.
On a daily basis, OTCAX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.2%, while the worst single day was Mar 16, 2020 at -12.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.63% | 0.56% | -6.34% | 8.46% | 2.26% | 1.64% | 5.50% | ||||||
| 2025 | 5.94% | -5.17% | -6.54% | 2.39% | 6.76% | 5.58% | -0.26% | 0.42% | 0.45% | -1.97% | -1.61% | -1.75% | 3.32% |
| 2024 | 1.08% | 7.58% | 1.79% | -6.15% | 2.52% | 1.02% | 1.36% | 1.23% | 2.17% | -1.96% | 9.98% | 1.53% | 23.47% |
| 2023 | 7.15% | -2.53% | 2.86% | -0.97% | -0.43% | 6.58% | 1.60% | -1.26% | -5.43% | -3.34% | 11.10% | 5.19% | 21.00% |
| 2022 | -14.13% | -3.01% | 1.32% | -10.27% | -1.50% | -6.55% | 10.86% | -5.61% | -8.47% | 5.57% | 7.02% | -5.23% | -28.53% |
| 2021 | -2.45% | 0.51% | -0.54% | 5.93% | -2.20% | 4.14% | 3.94% | 3.24% | -4.77% | 6.60% | -3.74% | 3.03% | 13.66% |
Benchmark Metrics
MFS Mid Cap Growth Fund has an annualized alpha of 0.17%, beta of 1.05, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since November 30, 1993.
- This fund captured 114.65% of S&P 500 Index gains and 114.42% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.05 and R2 of 0.74, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.17%
- Beta
- 1.05
- R²
- 0.74
- Upside Capture
- 114.65%
- Downside Capture
- 114.42%
Expense Ratio
OTCAX has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
OTCAX ranks 4 for risk / return — in the bottom 4% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OTCAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.37 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.26 | 2.78 | -2.53 |
| Martin ratioReturn relative to average drawdown | 0.66 | 12.44 | -11.78 |
Dividends
Dividend History
MFS Mid Cap Growth Fund provided a 15.88% dividend yield over the last twelve months, with an annual payout of $4.23 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.23 | $4.23 | $4.44 | $0.00 | $0.00 | $1.12 | $0.23 | $0.18 | $0.73 | $1.41 | $0.78 | $0.40 |
Dividend yield | 15.88% | 16.76% | 15.59% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Mid Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.23 | $4.23 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.44 | $4.44 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $1.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Mid Cap Growth Fund was 74.39%, occurring on Nov 20, 2008. Recovery took 1655 trading sessions.
The current MFS Mid Cap Growth Fund drawdown is 2.44%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -74.39%Nov 2008 | 8y 4mo | 6y 7mo | 14y 11moJul 2000 - Jun 2015 |
Bear market2022 | -36.85%Oct 2022 | 11mo 1d | 2y 1mo | 3y 5dNov 2021 - Nov 2024 |
1998 bear market1998 | -34.01%Oct 1998 | 5mo 19d | 3mo | 8mo 19dApr 1998 - Jan 1999 |
COVID crash2020 | -33.64%Mar 2020 | 1mo 2d | 3mo 17d | 4mo 19dFeb 2020 - Jul 2020 |
Dot-com crash2000–2002 | -23.06%Apr 2000 | 1mo 2d | 2mo 7d | 3mo 9dMar 2000 - Jun 2000 |
Drawdown Indicators
| OTCAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.39% | -56.78% | -17.61% |
Max Drawdown (1Y)Largest decline over 1 year | -16.46% | -9.10% | -7.36% |
Max Drawdown (3Y)Largest decline over 3 years | -21.05% | -18.90% | -2.15% |
Max Drawdown (5Y)Largest decline over 5 years | -36.85% | -25.43% | -11.42% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | -33.92% | -2.93% |
Current DrawdownCurrent decline from peak | -2.44% | -1.80% | -0.64% |
Average DrawdownAverage peak-to-trough decline | -23.10% | -10.71% | -12.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.47% | 2.03% | +4.44% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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