Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLVOX (MFS LOW VOLATILITY EQUITY FUND R2) | 2.02% | 8.65% | 11.26% | 7.31% | 10.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLVOX (MFS LOW VOLATILITY EQUITY FUND R2) | 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 (%) | -0.38 | 8.65 | 11.26 | 7.31 | 10.14 | NA | NA | … | … | 2.02 | -3.53 | 13.33 | 11.84 | -11.28 | 24.85 | 11.00 | 26.48 | -1.61 | 16.23 | 9.45 | 4.25 | 12.15 | 1.29 |
| Sharpe Ratio | NA | 0.60 | 0.73 | 0.36 | 0.56 | NA | NA | … | … | 0.17 | -0.35 | 1.04 | 0.79 | -0.66 | 2.14 | 0.33 | 2.50 | -0.23 | 2.92 | 0.87 | 0.31 | 1.25 | 2.77 |
| Standard Deviation(%) | NA | 9.58 | 11.05 | 13.18 | 15.35 | NA | NA | … | … | 10.40 | 18.65 | 9.30 | 10.40 | 19.46 | 11.58 | 32.72 | 10.00 | 13.23 | 5.36 | 10.64 | 13.54 | 9.69 | 8.70 |
| Draw Down(%) | NA | 8.25 | 13.25 | 19.37 | 34.16 | NA | NA | … | … | 8.25 | 13.47 | 6.10 | 8.69 | 19.26 | 6.24 | 34.16 | 4.56 | 13.33 | 1.99 | 6.43 | 10.11 | 5.76 | 1.79 |
| Yield(%) | 0.00 | 13.78 | 11.38 | 9.16 | 8.79 | 7.30 | 5.48 | … | … | 0.00 | 14.47 | 12.96 | 6.26 | 9.84 | 5.87 | 0.90 | 0.94 | 4.21 | 2.57 | 1.05 | 1.32 | 0.73 | 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 |
|---|---|---|---|---|
| MLVOX (MFS LOW VOLATILITY EQUITY FUND R2) |
3.99%
Dec 2021 – Dec 2024 |
5.87%
Mar 2015 – Mar 2020 |
9.85%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVOX (MFS LOW VOLATILITY EQUITY FUND R2) |
20.57%
Dec 2018 – Dec 2021 |
15.09%
Oct 2016 – Oct 2021 |
11.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart