MFS Mid Cap Growth Fund A (OTCAX)

24.04 +0.17 (+0.71%) USD  |  Mar 17 2026
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OTCAX Max Drawdown (5Y): 36.81% for Feb. 28, 2026

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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270.00
255.00
240.00
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Historical Data

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Max Drawdown Definition

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Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.

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Max Drawdown (5Y) Range, Past 5 Years

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Median

Max Drawdown (5Y) Benchmarks

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Nomura Mid Cap Growth Fund A 39.26%
Invesco Discovery Mid Cap Growth Fund A 39.16%
Franklin Small-Mid Cap Growth Fund A 43.71%
JPMorgan Mid Cap Growth Fund A 37.18%
Hartford MidCap Fund A 33.10%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -11.74
Beta (5Y) 1.094
Alpha (vs YCharts Benchmark) (5Y) -2.536
Beta (vs YCharts Benchmark) (5Y) 0.8882
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 18.40%
Historical Sharpe Ratio (5Y) 0.007
Historical Sortino (5Y) 0.0108
Monthly Value at Risk (VaR) 5% (5Y Lookback) 8.52%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:OTCAX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:OTCAX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.