OTCAX vs. IXUS

In the year-to-date period, OTCAX achieves a 3.86% return, which is significantly higher than IXUS's 0.98% return. Over the past 10 years, OTCAX has outperformed IXUS with an annualized return of 8.25%, while IXUS has yielded a comparatively lower 5.09% annualized return.

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OTCAX has a 1.00% expense ratio, which is higher than IXUS's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and iShares Core MSCI Total International Stock ETF (IXUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current OTCAX Sharpe Ratio is 0.71, which is comparable to the IXUS Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of OTCAX and IXUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OTCAX has not paid dividends to shareholders, while IXUS's dividend yield for the trailing twelve months is around 3.30%.

The maximum OTCAX drawdown since its inception was -73.07%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for OTCAX and IXUS. For additional features, visit the drawdowns tool.

MFS Mid Cap Growth Fund (OTCAX) has a higher volatility of 5.76% compared to iShares Core MSCI Total International Stock ETF (IXUS) at 3.70%. This indicates that OTCAX's price experiences larger fluctuations and is considered to be riskier than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.