Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUSBX (Mfs Union Standard Equity Fund Class) | 9.41% | 24.20% | 21.00% | 13.03% | 12.76% | 12.01% | 9.80% | … | … |
Data as of 06/03/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUSBX (Mfs Union Standard Equity Fund Class) | 12/22/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 24.20 | 21.00 | 13.03 | 12.76 | 12.01 | 9.80 | … | … | 9.41 | 8.89 | 12.69 | 23.04 | -23.13 | 9.77 | 7.29 | 27.49 | -8.74 | 19.44 | 7.32 | -0.10 | 10.98 | 34.69 | 14.10 | 1.04 | 15.22 | 24.18 | -36.98 | 7.46 | 19.22 | 4.93 | 12.55 | 24.49 | -21.62 | -11.69 | -16.32 | -17.22 | 11.24 | -6.31 |
| Sharpe Ratio | NA | 1.88 | 1.23 | 0.62 | 0.61 | NA | NA | … | … | 1.67 | 0.31 | 0.37 | 1.39 | -0.98 | 0.47 | 0.20 | 2.04 | -0.58 | 2.71 | 0.53 | -0.01 | 0.93 | 3.04 | 1.09 | 0.04 | 0.84 | 0.89 | -0.93 | 0.28 | 1.54 | 0.27 | 1.09 | 1.47 | -0.96 | -0.73 | -1.04 | -1.01 | 0.42 | -1.39 |
| Standard Deviation(%) | NA | 12.22 | 15.15 | 17.00 | 18.43 | NA | NA | … | … | 13.95 | 20.12 | 16.50 | 13.59 | 24.99 | 20.89 | 35.76 | 12.76 | 17.28 | 6.97 | 13.44 | 15.70 | 11.82 | 11.41 | 12.99 | 23.57 | 17.97 | 27.06 | 40.56 | 16.02 | 10.41 | 10.33 | 10.61 | 16.18 | 23.59 | 19.40 | 19.69 | 20.34 | 18.70 | 69.89 |
| Draw Down(%) | NA | 8.76 | 19.29 | 22.47 | 34.65 | NA | NA | … | … | 8.76 | 19.28 | 13.23 | 9.50 | 24.57 | 17.32 | 34.65 | 7.45 | 20.81 | 2.94 | 11.48 | 12.88 | 8.27 | 5.89 | 10.81 | 20.19 | 16.31 | 27.35 | 47.78 | 9.57 | 8.28 | 6.15 | 6.37 | 14.56 | 30.78 | 26.43 | 19.77 | 24.38 | 13.84 | 9.80 |
| Yield(%) | 0.00 | 7.36 | 8.53 | 8.60 | 8.53 | 9.46 | 8.22 | … | … | 0.00 | 7.46 | 11.72 | 3.94 | 6.52 | 18.06 | 0.12 | 5.43 | 9.21 | 2.98 | 0.36 | 2.86 | 4.21 | 1.22 | 0.58 | 0.00 | 0.28 | 2.84 | 2.08 | 0.52 | 0.00 | 0.09 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.35 | 0.93 |
Data as of 06/03/2026, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSBX (Mfs Union Standard Equity Fund Class) |
-21.09%
Sep 1999 – Sep 2002 |
-14.27%
Mar 1998 – Mar 2003 |
-6.92%
Feb 1999 – Feb 2009 |
0.24%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSBX (Mfs Union Standard Equity Fund Class) |
24.47%
Feb 2009 – Feb 2012 |
22.27%
Feb 2009 – Feb 2014 |
14.66%
Feb 2009 – Feb 2019 |
13.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart