Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLVMX (MFS LOW VOLATILITY EQUITY FUND R1) | 1.81% | 8.10% | 10.71% | 6.77% | 9.60% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLVMX (MFS LOW VOLATILITY EQUITY FUND R1) | 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 (%) | -0.39 | 8.10 | 10.71 | 6.77 | 9.60 | NA | NA | … | … | 1.81 | -3.77 | 12.80 | 11.21 | -11.71 | 24.15 | 10.50 | 25.86 | -2.09 | 15.62 | 8.88 | 3.72 | 11.72 | 1.29 |
| Sharpe Ratio | NA | 0.55 | 0.69 | 0.33 | 0.52 | NA | NA | … | … | 0.14 | -0.36 | 0.99 | 0.73 | -0.68 | 2.09 | 0.31 | 2.44 | -0.26 | 2.80 | 0.82 | 0.27 | 1.21 | 2.65 |
| Standard Deviation(%) | NA | 9.56 | 11.04 | 13.17 | 15.36 | NA | NA | … | … | 10.34 | 18.68 | 9.26 | 10.42 | 19.43 | 11.56 | 32.79 | 10.00 | 13.24 | 5.37 | 10.61 | 13.51 | 9.67 | 9.07 |
| Draw Down(%) | NA | 8.24 | 13.36 | 19.69 | 34.18 | NA | NA | … | … | 8.24 | 13.51 | 6.11 | 8.77 | 19.58 | 6.27 | 34.18 | 4.58 | 13.45 | 2.06 | 6.44 | 10.12 | 5.79 | 1.79 |
| Yield(%) | 0.00 | 13.54 | 10.99 | 8.80 | 8.20 | 6.74 | 5.05 | … | … | 0.00 | 14.10 | 12.52 | 5.81 | 9.49 | 5.54 | 0.46 | 0.35 | 3.68 | 2.12 | 0.57 | 0.98 | 0.32 | 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 |
|---|---|---|---|---|
| MLVMX (MFS LOW VOLATILITY EQUITY FUND R1) |
3.46%
Dec 2021 – Dec 2024 |
5.33%
Mar 2015 – Mar 2020 |
9.30%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVMX (MFS LOW VOLATILITY EQUITY FUND R1) |
19.97%
Dec 2018 – Dec 2021 |
14.51%
Oct 2016 – Oct 2021 |
10.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart