Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MURRX (MFS UTILITIES FUND R2) | 5.08% | 14.22% | 10.22% | 5.02% | 6.52% | 6.88% | 7.56% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MURRX (MFS UTILITIES FUND R2) | 11/03/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 14.22 | 10.22 | 5.02 | 6.52 | 6.88 | 7.56 | … | … | 5.08 | 14.56 | 11.11 | -2.50 | -6.15 | 8.80 | 1.55 | 24.60 | 0.54 | 14.43 | 11.06 | -14.96 | 12.33 | 19.84 | 13.02 | 6.35 | 13.03 | 32.61 | -37.63 | 27.04 | 30.93 | 16.29 | 29.02 | 8.60 |
| Sharpe Ratio | NA | 0.87 | 0.50 | 0.16 | 0.31 | NA | NA | … | … | 0.75 | 0.75 | 0.52 | -0.40 | -0.36 | 0.69 | 0.04 | 2.95 | -0.08 | 2.04 | 0.68 | -0.97 | 1.17 | 1.96 | 1.30 | 0.32 | 0.75 | 1.34 | -0.92 | 1.54 | 2.63 | 1.32 | 2.99 | 8.84 |
| Standard Deviation(%) | NA | 14.04 | 15.41 | 16.25 | 16.95 | NA | NA | … | … | 16.63 | 15.62 | 14.41 | 15.36 | 20.86 | 12.79 | 33.89 | 7.84 | 10.64 | 6.79 | 15.84 | 15.40 | 10.54 | 10.10 | 10.04 | 19.82 | 17.24 | 24.23 | 41.90 | 15.59 | 10.50 | 10.63 | 9.37 | 7.63 |
| Draw Down(%) | NA | 7.31 | 17.80 | 26.76 | 35.83 | NA | NA | … | … | 7.31 | 9.02 | 10.27 | 18.50 | 19.01 | 8.80 | 35.83 | 3.54 | 7.92 | 2.60 | 10.13 | 23.97 | 9.06 | 7.98 | 8.06 | 15.72 | 11.73 | 22.84 | 49.04 | 10.71 | 6.37 | 9.78 | 7.69 | 1.39 |
| Yield(%) | 0.00 | 3.81 | 4.31 | 2.96 | 3.74 | 4.86 | 5.92 | … | … | 0.00 | 4.38 | 3.68 | 5.15 | 1.50 | 1.14 | 1.52 | 7.77 | 3.89 | 2.71 | 3.75 | 6.85 | 9.20 | 7.50 | 3.03 | 3.09 | 2.84 | 3.84 | 2.35 | 8.37 | 1.88 | 1.12 | 0.89 | 0.27 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MURRX (MFS UTILITIES FUND R2) |
-6.49%
May 2007 – May 2010 |
0.39%
May 2007 – May 2012 |
2.97%
Jun 2014 – Jun 2024 |
4.78%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MURRX (MFS UTILITIES FUND R2) |
31.96%
May 2004 – May 2007 |
20.18%
Feb 2009 – Feb 2014 |
14.04%
Jun 2004 – Jun 2014 |
10.60%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison Chart