Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLVPX (MFS LOW VOLATILITY EQUITY FUND R3) | 2.02% | 8.83% | 11.51% | 7.56% | 10.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLVPX (MFS LOW VOLATILITY EQUITY FUND R3) | 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 | 8.83 | 11.51 | 7.56 | 10.42 | NA | NA | … | … | 2.02 | -3.48 | 13.66 | 12.09 | -11.09 | 25.17 | 11.31 | 26.83 | -1.34 | 16.46 | 9.73 | 4.49 | 12.25 | 1.39 |
| Sharpe Ratio | NA | 0.62 | 0.76 | 0.38 | 0.57 | NA | NA | … | … | 0.17 | -0.34 | 1.09 | 0.82 | -0.65 | 2.18 | 0.34 | 2.51 | -0.21 | 2.99 | 0.90 | 0.33 | 1.26 | 2.92 |
| Standard Deviation(%) | NA | 9.54 | 11.01 | 13.15 | 15.36 | NA | NA | … | … | 10.37 | 18.72 | 9.25 | 10.40 | 19.44 | 11.55 | 32.78 | 10.09 | 13.25 | 5.31 | 10.55 | 13.58 | 9.70 | 8.94 |
| Draw Down(%) | NA | 8.27 | 13.11 | 19.22 | 34.18 | NA | NA | … | … | 8.27 | 13.55 | 6.04 | 8.60 | 19.14 | 6.23 | 34.18 | 4.57 | 13.34 | 2.01 | 6.43 | 10.11 | 5.79 | 1.79 |
| Yield(%) | 0.00 | 14.00 | 11.65 | 9.40 | 9.15 | 7.63 | 5.72 | … | … | 0.00 | 14.76 | 13.27 | 6.55 | 10.10 | 6.15 | 1.15 | 1.24 | 4.43 | 2.85 | 1.41 | 1.63 | 0.93 | 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 |
|---|---|---|---|---|
| MLVPX (MFS LOW VOLATILITY EQUITY FUND R3) |
4.24%
Dec 2021 – Dec 2024 |
6.14%
Mar 2015 – Mar 2020 |
10.13%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVPX (MFS LOW VOLATILITY EQUITY FUND R3) |
20.90%
Dec 2018 – Dec 2021 |
15.37%
Oct 2016 – Oct 2021 |
11.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart