Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLVTX (MFS LOW VOLATILITY EQUITY FUND R6) | 2.14% | 9.09% | 11.86% | 7.91% | 10.78% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLVTX (MFS LOW VOLATILITY EQUITY FUND R6) | 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 | 9.09 | 11.86 | 7.91 | 10.78 | NA | NA | … | … | 2.14 | -3.48 | 13.99 | 12.50 | -10.76 | 25.56 | 11.69 | 27.30 | -1.06 | 16.88 | 10.14 | 4.78 | 12.47 | 1.39 |
| Sharpe Ratio | NA | 0.65 | 0.79 | 0.41 | 0.60 | NA | NA | … | … | 0.20 | -0.34 | 1.13 | 0.86 | -0.63 | 2.21 | 0.35 | 2.59 | -0.19 | 3.07 | 0.94 | 0.35 | 1.28 | 2.92 |
| Standard Deviation(%) | NA | 9.53 | 11.02 | 13.15 | 15.34 | NA | NA | … | … | 10.35 | 18.79 | 9.21 | 10.42 | 19.44 | 11.53 | 32.80 | 9.96 | 13.18 | 5.30 | 10.53 | 13.52 | 9.75 | 8.94 |
| Draw Down(%) | NA | 8.28 | 13.08 | 18.97 | 34.16 | NA | NA | … | … | 8.28 | 13.62 | 6.05 | 8.53 | 18.89 | 6.21 | 34.16 | 4.51 | 13.26 | 1.93 | 6.35 | 10.10 | 5.65 | 1.79 |
| Yield(%) | 0.00 | 14.29 | 12.00 | 9.72 | 9.62 | 8.06 | 6.05 | … | … | 0.00 | 15.14 | 13.65 | 6.92 | 10.45 | 6.54 | 1.46 | 1.55 | 4.79 | 3.22 | 1.88 | 1.99 | 1.15 | 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 |
|---|---|---|---|---|
| MLVTX (MFS LOW VOLATILITY EQUITY FUND R6) |
4.60%
Dec 2021 – Dec 2024 |
6.49%
Mar 2015 – Mar 2020 |
10.49%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVTX (MFS LOW VOLATILITY EQUITY FUND R6) |
21.31%
Dec 2018 – Dec 2021 |
15.76%
Oct 2016 – Oct 2021 |
12.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart