Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMUCX (MFS UTILITIES FUND C) | 4.96% | 13.79% | 9.71% | 4.52% | 6.02% | 6.37% | 7.05% | … | … |
Data as of 06/04/2026, Common starting date is 01/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMUCX (MFS UTILITIES FUND C) | 01/28/1994 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 13.79 | 9.71 | 4.52 | 6.02 | 6.37 | 7.05 | … | … | 4.96 | 13.99 | 10.58 | -3.03 | -6.59 | 8.23 | 1.13 | 23.99 | 0.07 | 13.85 | 10.57 | -15.37 | 11.81 | 19.24 | 12.49 | 5.77 | 12.54 | 31.88 | -37.94 | 26.55 | 30.59 | 15.88 | 29.28 | 34.98 | -24.96 | -25.46 | 6.07 | 30.89 | 16.97 | 13.89 | 9.50 | 28.11 | -7.87 |
| Sharpe Ratio | NA | 0.84 | 0.47 | 0.13 | 0.28 | NA | NA | … | … | 0.73 | 0.71 | 0.48 | -0.44 | -0.39 | 0.64 | 0.03 | 2.87 | -0.12 | 1.96 | 0.65 | -1.00 | 1.12 | 1.90 | 1.25 | 0.29 | 0.72 | 1.31 | -0.93 | 1.51 | 2.61 | 1.29 | 3.03 | 2.96 | -1.31 | -1.72 | 0.10 | 2.48 | 1.16 | 0.62 | 0.52 | 3.68 | -1.51 |
| Standard Deviation(%) | NA | 14.06 | 15.43 | 16.27 | 16.96 | NA | NA | … | … | 16.65 | 15.66 | 14.41 | 15.36 | 20.90 | 12.81 | 33.90 | 7.85 | 10.61 | 6.76 | 15.85 | 15.34 | 10.54 | 10.10 | 10.06 | 19.80 | 17.26 | 24.24 | 41.80 | 15.59 | 10.48 | 10.54 | 9.34 | 11.57 | 19.98 | 16.47 | 17.80 | 11.10 | 11.69 | 16.35 | 11.16 | 6.57 | 7.72 |
| Draw Down(%) | NA | 7.32 | 17.85 | 27.14 | 35.87 | NA | NA | … | … | 7.32 | 9.14 | 10.33 | 18.67 | 19.07 | 8.85 | 35.87 | 3.59 | 7.95 | 2.65 | 10.29 | 24.18 | 9.19 | 8.00 | 8.10 | 15.80 | 11.69 | 22.86 | 49.10 | 10.75 | 6.38 | 9.72 | 7.80 | 9.65 | 37.52 | 31.52 | 16.15 | 7.69 | 13.78 | 12.92 | 9.71 | 4.01 | 10.61 |
| Yield(%) | 0.00 | 3.41 | 3.83 | 2.48 | 3.19 | 4.29 | 5.22 | … | … | 0.00 | 3.84 | 3.16 | 4.64 | 0.97 | 0.58 | 1.14 | 7.19 | 3.38 | 2.17 | 3.22 | 6.39 | 8.67 | 6.98 | 2.53 | 2.58 | 2.40 | 3.31 | 1.91 | 7.98 | 1.49 | 0.81 | 0.95 | 1.22 | 1.40 | 1.12 | 12.78 | 11.52 | 8.31 | 2.67 | 3.47 | 3.61 | 3.27 |
Data as of 06/04/2026, Common starting date is 01/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUCX (MFS UTILITIES FUND C) |
-18.60%
Mar 2000 – Mar 2003 |
-4.71%
Sep 1997 – Sep 2002 |
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 |
|---|---|---|---|---|
| MMUCX (MFS UTILITIES FUND C) |
31.76%
May 2004 – May 2007 |
28.96%
Oct 2002 – Oct 2007 |
14.86%
Mar 2003 – Mar 2013 |
12.28%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart