Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPUX (MFS PRUDENT INVESTOR FUND R4) | NA | 4.20% | 10.44% | 3.17% | 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 |
|---|---|---|
| FPPUX (MFS PRUDENT INVESTOR FUND R4) | 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 | 4.20 | 10.44 | 3.17 | NA | NA | NA | … | … | 5.51 | 4.53 | 15.44 | -13.75 | 1.81 | 11.28 | 14.23 | -2.06 |
| Sharpe Ratio | NA | 0.30 | 1.07 | 0.14 | NA | NA | NA | … | … | 1.83 | 0.14 | 1.69 | -1.49 | 0.34 | 1.31 | 2.82 | -0.57 |
| Standard Deviation(%) | NA | 3.81 | 6.57 | 6.88 | NA | NA | NA | … | … | 2.57 | 6.30 | 7.03 | 10.21 | 5.20 | 8.36 | 4.53 | 6.24 |
| Draw Down(%) | NA | 3.74 | 5.97 | 20.84 | NA | NA | NA | … | … | 0.86 | 3.74 | 5.97 | 19.33 | 4.03 | 8.39 | 2.13 | 6.52 |
| Yield(%) | 0.00 | 3.08 | 2.53 | 2.04 | 1.47 | 0.98 | 0.74 | … | … | 0.00 | 3.28 | 2.13 | 1.22 | 2.28 | 1.62 | 1.51 | 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 |
|---|---|---|---|---|
| FPPUX (MFS PRUDENT INVESTOR FUND R4) |
-1.49%
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 |
|---|---|---|---|---|
| FPPUX (MFS PRUDENT INVESTOR FUND R4) |
8.98%
Dec 2018 – Dec 2021 |
5.20%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart