Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLVBX (MFS LOW VOLATILITY EQUITY FUND B) | 0.74% | 6.65% | 10.31% | 6.71% | 9.49% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLVBX (MFS LOW VOLATILITY EQUITY FUND B) | 12/09/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 6.65 | 10.31 | 6.71 | 9.49 | NA | NA | … | … | 0.74 | -3.69 | 12.78 | 11.24 | -11.71 | 24.20 | 10.44 | 25.93 | -2.17 | 15.57 | 8.97 | 3.66 | 11.72 | 1.29 |
| Sharpe Ratio | NA | 0.55 | 0.69 | 0.33 | 0.52 | NA | NA | … | … | 0.14 | -0.36 | 0.99 | 0.74 | -0.68 | 2.09 | 0.31 | 2.45 | -0.27 | 2.82 | 0.83 | 0.27 | 1.20 | 2.65 |
| Standard Deviation(%) | NA | 9.55 | 11.00 | 13.16 | 15.36 | NA | NA | … | … | 10.37 | 18.63 | 9.25 | 10.38 | 19.48 | 11.56 | 32.79 | 9.97 | 13.26 | 5.30 | 10.59 | 13.54 | 9.72 | 9.07 |
| Draw Down(%) | NA | 8.23 | 13.34 | 19.70 | 34.20 | NA | NA | … | … | 8.23 | 13.50 | 6.11 | 8.79 | 19.59 | 6.29 | 34.20 | 4.59 | 13.41 | 2.06 | 6.45 | 10.14 | 5.84 | 1.79 |
| Yield(%) | 0.00 | 13.42 | 10.93 | 8.83 | 8.17 | 6.71 | 5.03 | … | … | 0.00 | 14.00 | 12.46 | 5.77 | 9.48 | 5.55 | 0.39 | 0.34 | 3.69 | 2.04 | 0.63 | 1.09 | 0.41 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVBX (MFS LOW VOLATILITY EQUITY FUND B) |
3.47%
Dec 2021 – Dec 2024 |
5.34%
Mar 2015 – Mar 2020 |
9.29%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVBX (MFS LOW VOLATILITY EQUITY FUND B) |
19.99%
Dec 2018 – Dec 2021 |
14.51%
Oct 2016 – Oct 2021 |
10.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart