Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMUHX (MFS UTILITIES FUND R3) | 5.15% | 14.45% | 10.48% | 5.28% | 6.79% | 7.15% | 7.82% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMUHX (MFS UTILITIES FUND R3) | 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 (%) | -1.14 | 14.45 | 10.48 | 5.28 | 6.79 | 7.15 | 7.82 | … | … | 5.15 | 14.86 | 11.34 | -2.24 | -5.89 | 9.05 | 1.85 | 24.87 | 0.85 | 14.69 | 11.40 | -14.78 | 12.60 | 20.18 | 13.35 | 6.59 | 13.27 | 32.90 | -37.52 | 27.31 | 31.25 | 12.98 |
| Sharpe Ratio | NA | 0.89 | 0.52 | 0.18 | 0.33 | NA | NA | … | … | 0.76 | 0.77 | 0.54 | -0.39 | -0.35 | 0.71 | 0.05 | 2.98 | -0.05 | 2.07 | 0.71 | -0.96 | 1.19 | 2.01 | 1.33 | 0.33 | 0.77 | 1.35 | -0.91 | 1.56 | 2.68 | 1.39 |
| Standard Deviation(%) | NA | 14.04 | 15.41 | 16.26 | 16.95 | NA | NA | … | … | 16.62 | 15.64 | 14.41 | 15.37 | 20.86 | 12.80 | 33.88 | 7.84 | 10.61 | 6.80 | 15.84 | 15.38 | 10.55 | 10.04 | 10.10 | 19.80 | 17.21 | 24.23 | 41.94 | 15.57 | 10.44 | 11.29 |
| Draw Down(%) | NA | 7.32 | 17.74 | 26.53 | 35.81 | NA | NA | … | … | 7.32 | 8.99 | 10.25 | 18.42 | 18.98 | 8.78 | 35.81 | 3.51 | 7.93 | 2.57 | 10.02 | 23.86 | 8.98 | 7.96 | 8.02 | 15.73 | 11.72 | 22.79 | 48.99 | 10.73 | 6.36 | 9.69 |
| Yield(%) | 0.00 | 4.01 | 4.56 | 3.20 | 4.02 | 5.16 | 6.27 | … | … | 0.00 | 4.64 | 3.97 | 5.39 | 1.76 | 1.40 | 1.77 | 8.05 | 4.13 | 2.98 | 4.02 | 7.07 | 9.47 | 7.72 | 3.29 | 3.33 | 3.05 | 4.10 | 2.50 | 8.65 | 2.10 | 0.13 |
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 |
|---|---|---|---|---|
| MMUHX (MFS UTILITIES FUND R3) |
-6.28%
May 2007 – May 2010 |
0.63%
May 2007 – May 2012 |
3.24%
Jun 2014 – Jun 2024 |
5.05%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUHX (MFS UTILITIES FUND R3) |
23.87%
May 2005 – May 2008 |
20.48%
Feb 2009 – Feb 2014 |
12.71%
Mar 2009 – Mar 2019 |
9.16%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart