Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPVX (MFS PRUDENT INVESTOR FUND R6) | NA | 4.17% | 10.48% | 3.22% | 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 |
|---|---|---|
| FPPVX (MFS PRUDENT INVESTOR FUND R6) | 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 | 4.17 | 10.48 | 3.22 | NA | NA | NA | … | … | 5.51 | 4.59 | 15.51 | -13.76 | 1.96 | 11.33 | 14.26 | -2.06 |
| Sharpe Ratio | NA | 0.30 | 1.07 | 0.15 | NA | NA | NA | … | … | 1.83 | 0.15 | 1.71 | -1.48 | 0.37 | 1.33 | 2.81 | -0.58 |
| Standard Deviation(%) | NA | 3.73 | 6.58 | 6.90 | NA | NA | NA | … | … | 2.58 | 6.30 | 6.99 | 10.29 | 5.26 | 8.31 | 4.55 | 6.19 |
| Draw Down(%) | NA | 3.74 | 6.05 | 20.86 | NA | NA | NA | … | … | 0.94 | 3.74 | 6.05 | 19.40 | 4.11 | 8.39 | 2.13 | 6.52 |
| Yield(%) | 0.00 | 3.14 | 2.60 | 2.10 | 1.51 | 1.01 | 0.75 | … | … | 0.00 | 3.35 | 2.20 | 1.29 | 2.34 | 1.67 | 1.53 | 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 |
|---|---|---|---|---|
| FPPVX (MFS PRUDENT INVESTOR FUND R6) |
-1.42%
Sep 2019 – Sep 2022 |
2.73%
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 |
|---|---|---|---|---|
| FPPVX (MFS PRUDENT INVESTOR FUND R6) |
9.05%
Dec 2018 – Dec 2021 |
5.26%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart