Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMUGX (MFS UTILITIES FUND R1) | 4.95% | 13.77% | 9.71% | 4.51% | 5.99% | 6.35% | 7.03% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMUGX (MFS UTILITIES FUND R1) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.16 | 13.77 | 9.71 | 4.51 | 5.99 | 6.35 | 7.03 | … | … | 4.95 | 13.98 | 10.59 | -3.00 | -6.65 | 8.20 | 1.18 | 23.93 | -0.01 | 13.88 | 10.53 | -15.41 | 11.79 | 19.20 | 12.48 | 5.84 | 12.47 | 31.93 | -37.95 | 26.46 | 30.31 | 12.98 |
| Sharpe Ratio | NA | 0.84 | 0.46 | 0.13 | 0.28 | NA | NA | … | … | 0.73 | 0.71 | 0.48 | -0.44 | -0.39 | 0.64 | 0.03 | 2.86 | -0.13 | 1.95 | 0.65 | -1.00 | 1.11 | 1.91 | 1.25 | 0.29 | 0.72 | 1.32 | -0.93 | 1.50 | 2.58 | 1.39 |
| Standard Deviation(%) | NA | 14.04 | 15.43 | 16.26 | 16.97 | NA | NA | … | … | 16.63 | 15.65 | 14.43 | 15.35 | 20.85 | 12.79 | 33.96 | 7.85 | 10.62 | 6.80 | 15.86 | 15.39 | 10.56 | 10.06 | 10.06 | 19.82 | 17.25 | 24.17 | 41.92 | 15.59 | 10.47 | 11.28 |
| Draw Down(%) | NA | 7.30 | 17.85 | 27.18 | 35.87 | NA | NA | … | … | 7.30 | 9.13 | 10.35 | 18.69 | 19.07 | 8.84 | 35.87 | 3.61 | 7.91 | 2.65 | 10.27 | 24.21 | 9.20 | 8.01 | 8.07 | 15.78 | 11.70 | 22.90 | 49.19 | 10.72 | 6.38 | 9.72 |
| Yield(%) | 0.00 | 3.44 | 3.88 | 2.53 | 3.23 | 4.31 | 5.24 | … | … | 0.00 | 3.89 | 3.22 | 4.71 | 1.06 | 0.61 | 1.18 | 7.22 | 3.29 | 2.17 | 3.23 | 6.40 | 8.69 | 6.99 | 2.51 | 2.58 | 2.39 | 3.31 | 1.91 | 7.93 | 1.38 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUGX (MFS UTILITIES FUND R1) |
-6.94%
May 2007 – May 2010 |
-0.09%
May 2007 – May 2012 |
2.45%
Jun 2014 – Jun 2024 |
4.26%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUGX (MFS UTILITIES FUND R1) |
23.19%
May 2005 – May 2008 |
19.60%
Feb 2009 – Feb 2014 |
11.87%
Mar 2009 – Mar 2019 |
8.34%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart