Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPDX (MFS PRUDENT INVESTOR FUND B) | NA | 3.72% | 9.55% | 1.78% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 01/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPPDX (MFS PRUDENT INVESTOR FUND B) | 01/19/2018 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.72 | 9.55 | 1.78 | NA | NA | NA | … | … | 5.38 | 3.44 | 14.32 | -14.64 | -0.67 | 9.27 | 13.06 | -2.98 |
| Sharpe Ratio | NA | 0.17 | 0.93 | -0.06 | NA | NA | NA | … | … | 1.78 | -0.50 | 1.46 | -1.57 | -0.13 | 1.07 | 2.59 | -0.72 |
| Standard Deviation(%) | NA | 3.81 | 6.60 | 6.91 | NA | NA | NA | … | … | 2.54 | 6.35 | 6.97 | 10.25 | 5.30 | 8.41 | 4.50 | 6.20 |
| Draw Down(%) | NA | 3.96 | 6.22 | 22.82 | NA | NA | NA | … | … | 0.86 | 3.96 | 6.22 | 19.95 | 4.81 | 8.49 | 2.24 | 6.86 |
| Yield(%) | 0.00 | 2.13 | 1.40 | 0.70 | 0.50 | 0.33 | 0.25 | … | … | 0.00 | 2.25 | 1.07 | 0.32 | 0.00 | 0.00 | 0.45 | 0.52 |
Data as of 09/23/2025, Common starting date is 01/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPPDX (MFS PRUDENT INVESTOR FUND B) |
-3.23%
Sep 2019 – Sep 2022 |
1.18%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPPDX (MFS PRUDENT INVESTOR FUND B) |
7.64%
Aug 2022 – Aug 2025 |
3.67%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart