Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPRX (MFS PRUDENT INVESTOR FUND R1) | NA | 3.56% | 9.49% | 2.23% | 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 |
|---|---|---|
| FPPRX (MFS PRUDENT INVESTOR FUND R1) | 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 | 3.56 | 9.49 | 2.23 | NA | NA | NA | … | … | 5.30 | 3.36 | 14.36 | -14.60 | 0.74 | 10.18 | 13.14 | -3.01 |
| Sharpe Ratio | NA | 0.14 | 0.92 | 0.01 | NA | NA | NA | … | … | 1.73 | -0.04 | 1.54 | -1.58 | 0.14 | 1.19 | 2.60 | -0.74 |
| Standard Deviation(%) | NA | 3.79 | 6.59 | 6.88 | NA | NA | NA | … | … | 2.55 | 6.35 | 7.02 | 10.17 | 5.26 | 8.31 | 4.48 | 6.19 |
| Draw Down(%) | NA | 3.88 | 6.22 | 21.72 | NA | NA | NA | … | … | 0.86 | 3.88 | 6.22 | 19.95 | 4.32 | 8.49 | 2.24 | 6.89 |
| Yield(%) | 0.00 | 2.22 | 1.46 | 1.21 | 0.78 | 0.52 | 0.39 | … | … | 0.00 | 2.35 | 1.11 | 0.36 | 1.48 | 0.90 | 0.42 | 0.49 |
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 |
|---|---|---|---|---|
| FPPRX (MFS PRUDENT INVESTOR FUND R1) |
-2.48%
Sep 2019 – Sep 2022 |
1.66%
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 |
|---|---|---|---|---|
| FPPRX (MFS PRUDENT INVESTOR FUND R1) |
7.89%
Dec 2018 – Dec 2021 |
4.17%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart