Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPSX (MFS PRUDENT INVESTOR FUND R2) | NA | 3.95% | 9.99% | 2.71% | 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 |
|---|---|---|
| FPPSX (MFS PRUDENT INVESTOR FUND R2) | 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 | 3.95 | 9.99 | 2.71 | NA | NA | NA | … | … | 5.43 | 3.93 | 14.89 | -14.19 | 1.30 | 10.75 | 13.69 | -2.53 |
| Sharpe Ratio | NA | 0.24 | 0.99 | 0.08 | NA | NA | NA | … | … | 1.78 | 0.05 | 1.61 | -1.54 | 0.24 | 1.25 | 2.71 | -0.65 |
| Standard Deviation(%) | NA | 3.81 | 6.61 | 6.88 | NA | NA | NA | … | … | 2.58 | 6.35 | 7.03 | 10.18 | 5.23 | 8.39 | 4.50 | 6.26 |
| Draw Down(%) | NA | 3.84 | 6.16 | 21.25 | NA | NA | NA | … | … | 0.94 | 3.84 | 6.16 | 19.66 | 4.13 | 8.48 | 2.23 | 6.70 |
| Yield(%) | 0.00 | 2.61 | 1.97 | 1.56 | 1.09 | 0.73 | 0.55 | … | … | 0.00 | 2.77 | 1.60 | 0.77 | 1.78 | 1.10 | 0.97 | 0.97 |
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 |
|---|---|---|---|---|
| FPPSX (MFS PRUDENT INVESTOR FUND R2) |
-1.98%
Sep 2019 – Sep 2022 |
2.19%
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 |
|---|---|---|---|---|
| FPPSX (MFS PRUDENT INVESTOR FUND R2) |
8.45%
Dec 2018 – Dec 2021 |
4.69%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart