Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQNTX (MFS EQUITY INCOME FUND R3) | 14.04% | 28.84% | 18.79% | 11.75% | 12.52% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQNTX (MFS EQUITY INCOME FUND R3) | 09/27/2012 | 06/05/2026 |
| 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 (%) | 0.97 | 28.84 | 18.79 | 11.75 | 12.52 | NA | NA | … | … | 14.04 | 17.02 | 12.58 | 15.90 | -7.22 | 26.06 | 8.24 | 25.47 | -7.66 | 19.61 | 10.41 | -1.09 | 8.97 | 30.91 | -1.11 |
| Sharpe Ratio | NA | 2.16 | 1.17 | 0.63 | 0.63 | NA | NA | … | … | 2.44 | 0.86 | 0.82 | 1.00 | -0.42 | 2.20 | 0.22 | 1.95 | -0.59 | 2.91 | 0.76 | -0.08 | 0.85 | 2.90 | -0.36 |
| Standard Deviation(%) | NA | 11.63 | 13.32 | 14.88 | 17.22 | NA | NA | … | … | 13.19 | 16.45 | 10.95 | 12.39 | 20.54 | 11.83 | 35.80 | 12.34 | 15.30 | 6.54 | 13.48 | 14.73 | 10.52 | 10.65 | 12.19 |
| Draw Down(%) | NA | 7.93 | 16.01 | 18.83 | 36.67 | NA | NA | … | … | 7.93 | 16.01 | 6.96 | 10.34 | 18.83 | 4.98 | 36.67 | 7.62 | 18.04 | 2.28 | 11.12 | 11.83 | 8.69 | 5.65 | 7.91 |
| Yield(%) | 0.00 | 12.05 | 8.50 | 7.29 | 7.84 | 7.67 | 5.75 | … | … | 0.00 | 12.73 | 6.71 | 4.25 | 5.23 | 9.56 | 3.60 | 2.55 | 5.96 | 5.73 | 2.30 | 2.52 | 3.58 | 2.62 | 0.59 |
Data as of 06/05/2026, Common starting date is 09/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNTX (MFS EQUITY INCOME FUND R3) |
-0.28%
Mar 2017 – Mar 2020 |
2.66%
Mar 2015 – Mar 2020 |
8.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNTX (MFS EQUITY INCOME FUND R3) |
19.63%
Dec 2018 – Dec 2021 |
16.95%
Mar 2020 – Mar 2025 |
12.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart