Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMUBX (MFS UTILITIES FUND B) | 4.50% | 11.66% | 9.55% | 4.45% | 6.05% | 6.26% | 7.02% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMUBX (MFS UTILITIES FUND B) | 09/29/1993 | 06/03/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.79 | 11.66 | 9.55 | 4.45 | 6.05 | 6.26 | 7.02 | … | … | 4.50 | 13.99 | 10.53 | -2.98 | -6.61 | 8.22 | 1.18 | 23.98 | 0.03 | 13.91 | 10.55 | -15.37 | 11.81 | 19.21 | 12.50 | 5.83 | 12.52 | 31.88 | -38.00 | 26.54 | 30.54 | 15.90 | 29.40 | 35.20 | -24.89 | -25.58 | 6.16 | 30.82 | 16.99 | 30.55 | 19.19 | 28.78 | -6.13 | -2.40 |
| Sharpe Ratio | NA | 0.85 | 0.47 | 0.13 | 0.28 | NA | NA | … | … | 0.75 | 0.72 | 0.48 | -0.43 | -0.39 | 0.64 | 0.03 | 2.87 | -0.13 | 1.96 | 0.65 | -1.00 | 1.12 | 1.91 | 1.25 | 0.29 | 0.72 | 1.31 | -0.93 | 1.51 | 2.59 | 1.29 | 3.04 | 2.96 | -1.31 | -1.72 | 0.11 | 2.47 | 1.15 | 2.97 | 2.19 | 3.76 | -1.19 | -1.33 |
| Standard Deviation(%) | NA | 13.85 | 15.37 | 16.24 | 16.95 | NA | NA | … | … | 16.62 | 15.47 | 14.40 | 15.39 | 20.89 | 12.79 | 33.92 | 7.85 | 10.59 | 6.78 | 15.85 | 15.33 | 10.55 | 10.06 | 10.07 | 19.82 | 17.21 | 24.19 | 41.91 | 15.60 | 10.50 | 10.61 | 9.36 | 11.63 | 19.93 | 16.50 | 17.80 | 11.14 | 11.80 | 9.01 | 7.03 | 6.60 | 7.74 | 8.43 |
| Draw Down(%) | NA | 7.27 | 17.86 | 27.13 | 35.85 | NA | NA | … | … | 7.27 | 9.15 | 10.33 | 18.65 | 19.07 | 8.85 | 35.85 | 3.55 | 7.90 | 2.65 | 10.30 | 24.18 | 9.20 | 8.00 | 8.11 | 15.76 | 11.75 | 22.89 | 49.18 | 10.76 | 6.39 | 9.72 | 7.81 | 9.60 | 37.37 | 31.63 | 16.11 | 7.78 | 13.88 | 6.12 | 5.76 | 4.15 | 10.91 | 6.73 |
| Yield(%) | 0.00 | 3.27 | 3.75 | 2.43 | 3.19 | 4.22 | 5.20 | … | … | 0.00 | 3.72 | 3.08 | 4.59 | 0.95 | 0.56 | 1.16 | 7.19 | 3.39 | 2.17 | 3.21 | 6.39 | 8.68 | 6.98 | 2.52 | 2.57 | 2.38 | 3.31 | 1.89 | 7.95 | 1.49 | 0.81 | 1.02 | 1.35 | 1.40 | 1.12 | 12.80 | 11.53 | 8.32 | 18.35 | 12.63 | 4.20 | 3.29 | 1.33 |
Data as of 06/03/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUBX (MFS UTILITIES FUND B) |
-18.56%
Mar 2000 – Mar 2003 |
-3.80%
Mar 1998 – Mar 2003 |
2.48%
Jun 2014 – Jun 2024 |
4.28%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUBX (MFS UTILITIES FUND B) |
31.79%
May 2004 – May 2007 |
28.99%
Oct 2002 – Oct 2007 |
14.87%
Mar 2003 – Mar 2013 |
12.29%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart