Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPJX (MFS PRUDENT INVESTOR FUND I) | NA | 4.08% | 10.39% | 3.15% | 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 |
|---|---|---|
| FPPJX (MFS PRUDENT INVESTOR FUND I) | 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 | 4.08 | 10.39 | 3.15 | NA | NA | NA | … | … | 5.52 | 4.41 | 15.43 | -13.77 | 1.91 | 11.21 | 14.24 | -2.06 |
| Sharpe Ratio | NA | 0.27 | 1.06 | 0.14 | NA | NA | NA | … | … | 1.84 | 0.12 | 1.69 | -1.50 | 0.36 | 1.30 | 2.86 | -0.57 |
| Standard Deviation(%) | NA | 3.78 | 6.60 | 6.90 | NA | NA | NA | … | … | 2.56 | 6.38 | 7.02 | 10.20 | 5.27 | 8.41 | 4.47 | 6.23 |
| Draw Down(%) | NA | 3.82 | 5.97 | 20.86 | NA | NA | NA | … | … | 0.86 | 3.82 | 5.97 | 19.41 | 4.03 | 8.39 | 2.04 | 6.52 |
| Yield(%) | 0.00 | 3.05 | 2.50 | 2.04 | 1.47 | 0.98 | 0.73 | … | … | 0.00 | 3.25 | 2.13 | 1.20 | 2.29 | 1.64 | 1.52 | 1.45 |
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 |
|---|---|---|---|---|
| FPPJX (MFS PRUDENT INVESTOR FUND I) |
-1.48%
Sep 2019 – Sep 2022 |
2.69%
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 |
|---|---|---|---|---|
| FPPJX (MFS PRUDENT INVESTOR FUND I) |
8.99%
Dec 2018 – Dec 2021 |
5.20%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart