Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMUJX (MFS UTILITIES FUND R4) | 6.07% | 16.05% | 11.02% | 5.64% | 7.14% | 7.47% | 8.14% | … | … |
Data as of 06/05/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMUJX (MFS UTILITIES FUND R4) | 04/07/2005 | 06/05/2026 |
| 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 (%) | 0.04 | 16.05 | 11.02 | 5.64 | 7.14 | 7.47 | 8.14 | … | … | 6.07 | 15.12 | 11.64 | -2.03 | -5.65 | 9.36 | 2.11 | 25.23 | 1.04 | 15.02 | 11.59 | -14.53 | 12.90 | 20.45 | 13.62 | 6.85 | 13.59 | 33.16 | -37.29 | 27.70 | 31.67 | 12.70 |
| Sharpe Ratio | NA | 0.93 | 0.50 | 0.19 | 0.33 | NA | NA | … | … | 0.71 | 0.79 | 0.56 | -0.37 | -0.34 | 0.73 | 0.05 | 3.02 | -0.03 | 2.14 | 0.72 | -0.95 | 1.22 | 2.03 | 1.35 | 0.34 | 0.78 | 1.36 | -0.91 | 1.58 | 2.71 | 1.35 |
| Standard Deviation(%) | NA | 14.38 | 15.55 | 16.33 | 16.99 | NA | NA | … | … | 17.11 | 15.65 | 14.40 | 15.41 | 20.86 | 12.77 | 33.92 | 7.86 | 10.59 | 6.76 | 15.90 | 15.40 | 10.54 | 10.07 | 10.11 | 19.76 | 17.22 | 24.28 | 41.88 | 15.58 | 10.48 | 11.22 |
| Draw Down(%) | NA | 8.77 | 17.72 | 26.31 | 35.81 | NA | NA | … | … | 8.77 | 8.92 | 10.20 | 18.31 | 18.93 | 8.77 | 35.81 | 3.49 | 7.89 | 2.55 | 9.98 | 23.77 | 8.91 | 7.97 | 8.04 | 15.67 | 11.70 | 22.80 | 48.89 | 10.69 | 6.29 | 9.76 |
| Yield(%) | 0.00 | 4.22 | 4.79 | 3.42 | 4.29 | 5.44 | 6.63 | … | … | 0.00 | 4.90 | 4.23 | 5.63 | 2.00 | 1.67 | 2.00 | 8.31 | 4.37 | 3.26 | 4.29 | 7.30 | 9.71 | 8.04 | 3.56 | 3.59 | 3.28 | 4.34 | 2.76 | 8.96 | 2.47 | 0.17 |
Data as of 06/05/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUJX (MFS UTILITIES FUND R4) |
-6.03%
May 2007 – May 2010 |
0.89%
May 2007 – May 2012 |
3.50%
Jun 2014 – Jun 2024 |
5.31%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUJX (MFS UTILITIES FUND R4) |
24.24%
May 2005 – May 2008 |
20.78%
Feb 2009 – Feb 2014 |
12.99%
Mar 2009 – Mar 2019 |
9.44%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart