Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQNIX (MFS EQUITY INCOME FUND I) | 14.11% | 29.20% | 19.09% | 12.09% | 12.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQNIX (MFS EQUITY INCOME FUND I) | 09/28/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 29.20 | 19.09 | 12.09 | 12.73 | NA | NA | … | … | 14.11 | 17.29 | 12.89 | 16.22 | -6.98 | 26.35 | 8.55 | 25.72 | -7.48 | 20.02 | 9.98 | -0.80 | 9.16 | 31.23 | -0.44 |
| Sharpe Ratio | NA | 2.18 | 1.19 | 0.64 | 0.64 | NA | NA | … | … | 2.44 | 0.88 | 0.84 | 1.02 | -0.41 | 2.22 | 0.23 | 1.96 | -0.58 | 3.02 | 0.73 | -0.06 | 0.87 | 2.93 | -0.15 |
| Standard Deviation(%) | NA | 11.64 | 13.35 | 14.91 | 17.22 | NA | NA | … | … | 13.20 | 16.44 | 11.09 | 12.42 | 20.54 | 11.85 | 35.74 | 12.34 | 15.38 | 6.44 | 13.45 | 14.83 | 10.53 | 10.65 | 12.18 |
| Draw Down(%) | NA | 7.94 | 15.98 | 18.65 | 36.60 | NA | NA | … | … | 7.94 | 15.98 | 7.19 | 10.29 | 18.65 | 5.01 | 36.60 | 7.57 | 17.95 | 2.28 | 11.05 | 11.82 | 8.62 | 5.56 | 7.91 |
| Yield(%) | 0.00 | 12.28 | 8.78 | 7.56 | 8.11 | 8.02 | 6.02 | … | … | 0.00 | 13.02 | 7.01 | 4.52 | 5.44 | 9.86 | 3.84 | 2.81 | 6.23 | 6.02 | 1.95 | 2.80 | 3.85 | 2.90 | 0.66 |
Data as of 06/04/2026, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNIX (MFS EQUITY INCOME FUND I) |
0.02%
Mar 2017 – Mar 2020 |
2.81%
Mar 2015 – Mar 2020 |
8.61%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNIX (MFS EQUITY INCOME FUND I) |
19.91%
Dec 2018 – Dec 2021 |
17.24%
Mar 2020 – Mar 2025 |
13.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart