Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLVHX (MFS LOW VOLATILITY EQUITY FUND I) | 2.09% | 9.03% | 11.77% | 7.82% | 10.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLVHX (MFS LOW VOLATILITY EQUITY FUND I) | 12/09/2013 | 06/04/2026 |
| 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 (%) | -0.33 | 9.03 | 11.77 | 7.82 | 10.68 | NA | NA | … | … | 2.09 | -3.50 | 13.91 | 12.40 | -10.84 | 25.42 | 11.60 | 27.16 | -1.16 | 16.80 | 10.06 | 4.65 | 12.47 | 1.39 |
| Sharpe Ratio | NA | 0.65 | 0.78 | 0.40 | 0.59 | NA | NA | … | … | 0.19 | -0.34 | 1.11 | 0.85 | -0.63 | 2.20 | 0.35 | 2.58 | -0.19 | 3.04 | 0.93 | 0.34 | 1.28 | 2.92 |
| Standard Deviation(%) | NA | 9.55 | 11.02 | 13.17 | 15.35 | NA | NA | … | … | 10.37 | 18.82 | 9.26 | 10.39 | 19.48 | 11.56 | 32.75 | 9.96 | 13.25 | 5.34 | 10.55 | 13.53 | 9.74 | 8.94 |
| Draw Down(%) | NA | 8.30 | 13.08 | 19.06 | 34.14 | NA | NA | … | … | 8.30 | 13.68 | 6.03 | 8.56 | 18.95 | 6.19 | 34.14 | 4.52 | 13.31 | 2.02 | 6.36 | 10.03 | 5.64 | 1.79 |
| Yield(%) | 0.00 | 14.25 | 11.93 | 9.65 | 9.50 | 7.96 | 5.97 | … | … | 0.00 | 15.08 | 13.57 | 6.82 | 10.35 | 6.44 | 1.37 | 1.47 | 4.70 | 3.14 | 1.79 | 1.95 | 1.14 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MLVHX (MFS LOW VOLATILITY EQUITY FUND I) |
4.51%
Dec 2021 – Dec 2024 |
6.38%
Mar 2015 – Mar 2020 |
10.40%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVHX (MFS LOW VOLATILITY EQUITY FUND I) |
21.19%
Dec 2018 – Dec 2021 |
15.66%
Oct 2016 – Oct 2021 |
11.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart