Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPEX (MFS PRUDENT INVESTOR FUND C) | NA | 3.71% | 9.54% | 1.77% | 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 |
|---|---|---|
| FPPEX (MFS PRUDENT INVESTOR FUND C) | 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 | 3.71 | 9.54 | 1.77 | NA | NA | NA | … | … | 5.30 | 3.43 | 14.25 | -14.53 | -0.76 | 9.35 | 12.99 | -2.92 |
| Sharpe Ratio | NA | 0.18 | 0.93 | -0.06 | NA | NA | NA | … | … | 1.72 | -0.03 | 1.51 | -1.57 | -0.15 | 1.07 | 2.54 | -0.73 |
| Standard Deviation(%) | NA | 3.75 | 6.59 | 6.90 | NA | NA | NA | … | … | 2.56 | 6.32 | 7.05 | 10.19 | 5.30 | 8.48 | 4.53 | 6.15 |
| Draw Down(%) | NA | 3.89 | 6.25 | 22.89 | NA | NA | NA | … | … | 0.87 | 3.89 | 6.25 | 19.93 | 4.92 | 8.55 | 2.34 | 6.81 |
| Yield(%) | 0.00 | 2.04 | 1.23 | 0.62 | 0.52 | 0.35 | 0.26 | … | … | 0.00 | 2.15 | 0.84 | 0.20 | 0.00 | 0.02 | 0.86 | 0.88 |
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 |
|---|---|---|---|---|
| FPPEX (MFS PRUDENT INVESTOR FUND C) |
-3.25%
Sep 2019 – Sep 2022 |
1.19%
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 |
|---|---|---|---|---|
| FPPEX (MFS PRUDENT INVESTOR FUND C) |
7.61%
Aug 2022 – Aug 2025 |
3.67%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart