Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLVGX (MFS LOW VOLATILITY EQUITY FUND C) | 0.74% | 6.64% | 10.31% | 6.71% | 9.50% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLVGX (MFS LOW VOLATILITY EQUITY FUND C) | 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 (%) | -1.45 | 6.64 | 10.31 | 6.71 | 9.50 | NA | NA | … | … | 0.74 | -3.86 | 12.83 | 11.25 | -11.74 | 24.19 | 10.52 | 25.87 | -2.16 | 15.65 | 8.88 | 3.69 | 11.68 | 1.29 |
| Sharpe Ratio | NA | 0.55 | 0.69 | 0.32 | 0.52 | NA | NA | … | … | 0.13 | -0.36 | 1.00 | 0.74 | -0.68 | 2.09 | 0.31 | 2.44 | -0.27 | 2.83 | 0.82 | 0.27 | 1.21 | 2.65 |
| Standard Deviation(%) | NA | 9.53 | 11.02 | 13.17 | 15.37 | NA | NA | … | … | 10.33 | 18.72 | 9.26 | 10.42 | 19.49 | 11.57 | 32.79 | 10.01 | 13.25 | 5.32 | 10.53 | 13.54 | 9.67 | 9.07 |
| Draw Down(%) | NA | 8.19 | 13.36 | 19.68 | 34.23 | NA | NA | … | … | 8.19 | 13.59 | 6.10 | 8.83 | 19.61 | 6.31 | 34.23 | 4.60 | 13.44 | 1.98 | 6.46 | 10.07 | 5.78 | 1.79 |
| Yield(%) | 0.00 | 13.56 | 11.02 | 8.89 | 8.23 | 6.75 | 5.07 | … | … | 0.00 | 14.15 | 12.56 | 5.81 | 9.54 | 5.57 | 0.42 | 0.42 | 3.71 | 2.08 | 0.79 | 1.11 | 0.47 | 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 |
|---|---|---|---|---|
| MLVGX (MFS LOW VOLATILITY EQUITY FUND C) |
3.48%
Dec 2021 – Dec 2024 |
5.32%
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 |
|---|---|---|---|---|
| MLVGX (MFS LOW VOLATILITY EQUITY FUND C) |
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