Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPQX (MFS PRUDENT INVESTOR FUND R3) | NA | 4.03% | 10.22% | 2.94% | 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 |
|---|---|---|
| FPPQX (MFS PRUDENT INVESTOR FUND R3) | 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 | 4.03 | 10.22 | 2.94 | NA | NA | NA | … | … | 5.52 | 4.18 | 15.16 | -13.98 | 1.56 | 11.01 | 13.96 | -2.30 |
| Sharpe Ratio | NA | 0.26 | 1.03 | 0.11 | NA | NA | NA | … | … | 1.83 | 0.09 | 1.66 | -1.51 | 0.29 | 1.29 | 2.75 | -0.62 |
| Standard Deviation(%) | NA | 3.79 | 6.57 | 6.89 | NA | NA | NA | … | … | 2.58 | 6.35 | 6.98 | 10.23 | 5.29 | 8.28 | 4.54 | 6.20 |
| Draw Down(%) | NA | 3.83 | 6.07 | 21.08 | NA | NA | NA | … | … | 0.86 | 3.83 | 6.07 | 19.50 | 4.12 | 8.39 | 2.13 | 6.66 |
| Yield(%) | 0.00 | 2.84 | 2.25 | 1.80 | 1.28 | 0.85 | 0.64 | … | … | 0.00 | 3.02 | 1.87 | 0.99 | 2.03 | 1.35 | 1.24 | 1.21 |
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 |
|---|---|---|---|---|
| FPPQX (MFS PRUDENT INVESTOR FUND R3) |
-1.74%
Sep 2019 – Sep 2022 |
2.45%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPPQX (MFS PRUDENT INVESTOR FUND R3) |
8.71%
Dec 2018 – Dec 2021 |
4.94%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart