Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQNUX (MFS EQUITY INCOME FUND R4) | 14.06% | 29.14% | 19.07% | 12.08% | 12.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQNUX (MFS EQUITY INCOME FUND R4) | 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 (%) | 0.81 | 29.14 | 19.07 | 12.08 | 12.72 | NA | NA | … | … | 14.06 | 17.34 | 12.88 | 16.22 | -7.01 | 26.34 | 8.54 | 25.79 | -7.49 | 19.93 | 9.94 | -0.84 | 9.22 | 31.23 | -0.44 |
| Sharpe Ratio | NA | 2.18 | 1.19 | 0.64 | 0.64 | NA | NA | … | … | 2.43 | 0.88 | 0.84 | 1.02 | -0.41 | 2.21 | 0.23 | 1.97 | -0.58 | 2.98 | 0.72 | -0.06 | 0.87 | 2.92 | -0.15 |
| Standard Deviation(%) | NA | 11.66 | 13.37 | 14.91 | 17.22 | NA | NA | … | … | 13.25 | 16.49 | 11.08 | 12.37 | 20.53 | 11.89 | 35.73 | 12.32 | 15.34 | 6.49 | 13.46 | 14.70 | 10.56 | 10.68 | 12.18 |
| Draw Down(%) | NA | 7.94 | 15.98 | 18.67 | 36.63 | NA | NA | … | … | 7.94 | 15.98 | 7.24 | 10.29 | 18.67 | 4.96 | 36.63 | 7.57 | 17.89 | 2.22 | 11.12 | 11.75 | 8.70 | 5.56 | 7.91 |
| Yield(%) | 0.00 | 12.28 | 8.77 | 7.56 | 8.10 | 8.02 | 6.01 | … | … | 0.00 | 13.02 | 6.99 | 4.52 | 5.45 | 9.86 | 3.84 | 2.81 | 6.23 | 6.01 | 1.92 | 2.77 | 3.83 | 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 |
|---|---|---|---|---|
| EQNUX (MFS EQUITY INCOME FUND R4) |
-0.01%
Mar 2017 – Mar 2020 |
2.78%
Mar 2015 – Mar 2020 |
8.60%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNUX (MFS EQUITY INCOME FUND R4) |
19.93%
Dec 2018 – Dec 2021 |
17.24%
Mar 2020 – Mar 2025 |
13.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart