Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUSEX (Mfs Union Standard Trust Equity Fund Class) | 10.29% | 25.65% | 22.36% | 9.19% | 11.47% | 11.64% | 9.69% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUSEX (Mfs Union Standard Trust Equity Fund Class) | 12/27/1994 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 25.65 | 22.36 | 9.19 | 11.47 | 11.64 | 9.69 | … | … | 10.29 | 16.10 | 25.17 | 28.30 | -21.98 | 11.89 | 8.72 | 28.81 | -7.84 | 20.63 | 8.36 | 0.92 | 12.14 | 35.98 | 15.30 | 2.01 | 16.43 | 25.24 | -36.38 | 8.62 | 19.63 | 5.94 | 13.70 | 25.69 | -21.40 | -11.25 | -16.25 | -17.00 | 11.50 | 17.96 | 7.82 | 35.25 | -0.46 |
| Sharpe Ratio | NA | 1.99 | 1.31 | 0.37 | 0.52 | NA | NA | … | … | 1.76 | 0.70 | 1.66 | 1.87 | -0.95 | 0.59 | 0.24 | 2.14 | -0.53 | 2.87 | 0.60 | 0.06 | 1.03 | 3.17 | 1.18 | 0.08 | 0.91 | 0.93 | -0.92 | 0.34 | 1.57 | 0.36 | 1.20 | 1.55 | -0.96 | -0.72 | -1.00 | -0.95 | 0.42 | 0.72 | 0.28 | 4.09 | -16.96 |
| Standard Deviation(%) | NA | 12.19 | 15.15 | 18.58 | 19.17 | NA | NA | … | … | 13.95 | 18.98 | 13.01 | 13.30 | 24.86 | 20.22 | 35.70 | 12.78 | 17.31 | 7.00 | 13.47 | 15.69 | 11.82 | 11.33 | 13.00 | 23.46 | 18.03 | 27.08 | 40.49 | 16.01 | 10.40 | 10.33 | 10.57 | 16.16 | 23.60 | 19.37 | 20.51 | 21.42 | 19.07 | 19.65 | 14.87 | 7.64 | 2.11 |
| Draw Down(%) | NA | 8.60 | 19.18 | 32.82 | 34.60 | NA | NA | … | … | 8.60 | 19.18 | 8.69 | 9.26 | 23.46 | 16.51 | 34.60 | 7.37 | 20.67 | 2.85 | 11.41 | 12.82 | 8.17 | 5.76 | 10.75 | 19.99 | 16.11 | 27.27 | 47.35 | 9.52 | 8.16 | 6.09 | 6.07 | 14.32 | 30.24 | 25.91 | 19.73 | 24.67 | 13.75 | 12.00 | 11.36 | 2.45 | 0.46 |
| Yield(%) | 0.00 | 7.61 | 9.01 | 4.88 | 6.28 | 7.69 | 6.88 | … | … | 0.00 | 7.76 | 11.93 | 4.85 | 1.01 | 1.14 | 1.18 | 6.34 | 9.80 | 3.98 | 1.30 | 3.24 | 4.87 | 2.16 | 1.47 | 0.82 | 1.30 | 3.96 | 2.77 | 1.65 | 0.00 | 1.21 | 1.10 | 0.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 1.66 | 1.03 |
Data as of 06/04/2026, Common starting date is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSEX (Mfs Union Standard Trust Equity Fund Class) |
-20.90%
Sep 1999 – Sep 2002 |
-14.05%
Mar 1998 – Mar 2003 |
-6.32%
Feb 1999 – Feb 2009 |
0.21%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSEX (Mfs Union Standard Trust Equity Fund Class) |
25.66%
Feb 2009 – Feb 2012 |
23.46%
Feb 2009 – Feb 2014 |
15.80%
Feb 2009 – Feb 2019 |
13.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart