Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMUFX (MFS UTILITIES FUND A) | 4.62% | 12.29% | 10.28% | 5.21% | 6.82% | 7.05% | 7.81% | … | … |
Data as of 06/03/2026, Common starting date is 06/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMUFX (MFS UTILITIES FUND A) | 06/29/1992 | 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.78 | 12.29 | 10.28 | 5.21 | 6.82 | 7.05 | 7.81 | … | … | 4.62 | 14.85 | 11.38 | -2.27 | -5.88 | 9.04 | 1.86 | 24.89 | 0.88 | 14.69 | 11.40 | -14.71 | 12.60 | 20.14 | 13.35 | 6.59 | 13.33 | 32.83 | -37.53 | 27.46 | 31.55 | 16.83 | 29.93 | 35.54 | -24.24 | -25.00 | 6.92 | 31.81 | 17.75 | 31.59 | 20.12 | 29.17 | -4.72 | 16.23 | 9.78 |
| Sharpe Ratio | NA | 0.90 | 0.52 | 0.18 | 0.33 | NA | NA | … | … | 0.76 | 0.78 | 0.54 | -0.39 | -0.35 | 0.71 | 0.05 | 2.99 | -0.05 | 2.07 | 0.71 | -0.96 | 1.19 | 1.99 | 1.33 | 0.33 | 0.77 | 1.35 | -0.92 | 1.57 | 2.70 | 1.36 | 3.12 | 3.04 | -1.27 | -1.68 | 0.15 | 2.55 | 1.21 | 3.05 | 2.30 | 3.74 | -0.99 | 2.25 | 3.87 |
| Standard Deviation(%) | NA | 13.86 | 15.37 | 16.23 | 16.94 | NA | NA | … | … | 16.63 | 15.48 | 14.43 | 15.37 | 20.85 | 12.78 | 33.92 | 7.82 | 10.60 | 6.81 | 15.85 | 15.37 | 10.54 | 10.08 | 10.09 | 19.79 | 17.25 | 24.23 | 41.91 | 15.58 | 10.48 | 10.67 | 9.29 | 11.44 | 20.04 | 16.54 | 17.90 | 11.14 | 11.80 | 9.10 | 7.10 | 6.73 | 7.85 | 6.21 | 4.60 |
| Draw Down(%) | NA | 7.28 | 17.72 | 26.50 | 35.82 | NA | NA | … | … | 7.28 | 8.98 | 10.24 | 18.40 | 18.97 | 8.77 | 35.82 | 3.51 | 7.92 | 2.57 | 10.07 | 23.85 | 8.98 | 7.95 | 8.02 | 15.71 | 11.77 | 22.78 | 48.96 | 10.66 | 6.36 | 9.69 | 7.56 | 9.85 | 37.00 | 31.12 | 16.08 | 7.67 | 13.73 | 6.11 | 5.64 | 3.92 | 9.67 | 7.19 | 1.19 |
| Yield(%) | 0.00 | 3.95 | 4.56 | 3.20 | 4.06 | 5.10 | 6.29 | … | … | 0.00 | 4.64 | 3.97 | 5.40 | 1.76 | 1.40 | 1.77 | 8.03 | 4.14 | 2.98 | 4.02 | 7.07 | 9.47 | 7.77 | 3.29 | 3.32 | 3.05 | 4.09 | 2.54 | 8.79 | 2.28 | 1.63 | 1.57 | 1.84 | 1.99 | 1.79 | 13.52 | 12.30 | 9.04 | 19.12 | 13.44 | 4.55 | 4.64 | 5.40 | 3.27 |
Data as of 06/03/2026, Common starting date is 06/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUFX (MFS UTILITIES FUND A) |
-18.05%
Mar 2000 – Mar 2003 |
-3.17%
Mar 1998 – Mar 2003 |
3.25%
Jun 2014 – Jun 2024 |
5.06%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUFX (MFS UTILITIES FUND A) |
32.69%
May 2004 – May 2007 |
29.79%
Oct 2002 – Oct 2007 |
15.67%
Mar 2003 – Mar 2013 |
14.55%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart