Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLVRX (MFS LOW VOLATILITY EQUITY FUND R4) | 2.09% | 9.03% | 11.75% | 7.80% | 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 |
|---|---|---|
| MLVRX (MFS LOW VOLATILITY EQUITY FUND R4) | 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 | 11.75 | 7.80 | 10.68 | NA | NA | … | … | 2.09 | -3.52 | 13.90 | 12.33 | -10.82 | 25.47 | 11.60 | 27.13 | -1.16 | 16.79 | 10.02 | 4.72 | 12.47 | 1.39 |
| Sharpe Ratio | NA | 0.65 | 0.78 | 0.40 | 0.59 | NA | NA | … | … | 0.19 | -0.34 | 1.11 | 0.84 | -0.63 | 2.20 | 0.34 | 2.57 | -0.19 | 3.05 | 0.93 | 0.35 | 1.28 | 2.92 |
| Standard Deviation(%) | NA | 9.57 | 11.02 | 13.16 | 15.35 | NA | NA | … | … | 10.39 | 18.80 | 9.23 | 10.42 | 19.46 | 11.55 | 32.78 | 9.98 | 13.24 | 5.31 | 10.53 | 13.50 | 9.75 | 8.94 |
| Draw Down(%) | NA | 8.29 | 13.10 | 19.08 | 34.13 | NA | NA | … | … | 8.29 | 13.67 | 6.04 | 8.55 | 18.97 | 6.23 | 34.13 | 4.51 | 13.36 | 1.95 | 6.44 | 10.10 | 5.64 | 1.79 |
| Yield(%) | 0.00 | 14.24 | 11.92 | 9.64 | 9.50 | 7.95 | 5.97 | … | … | 0.00 | 15.05 | 13.57 | 6.81 | 10.36 | 6.44 | 1.38 | 1.46 | 4.69 | 3.14 | 1.77 | 1.93 | 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 |
|---|---|---|---|---|
| MLVRX (MFS LOW VOLATILITY EQUITY FUND R4) |
4.50%
Dec 2021 – Dec 2024 |
6.38%
Mar 2015 – Mar 2020 |
10.39%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVRX (MFS LOW VOLATILITY EQUITY FUND R4) |
21.19%
Dec 2018 – Dec 2021 |
15.65%
Oct 2016 – Oct 2021 |
11.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart