Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVGAX (MFS LOW VOLATILITY GLOBAL EQUITY FUND A) | 3.30% | 10.41% | 12.96% | 8.39% | 9.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVGAX (MFS LOW VOLATILITY GLOBAL EQUITY FUND A) | 12/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 10.41 | 12.96 | 8.39 | 9.00 | NA | NA | … | … | 3.30 | 5.69 | 12.37 | 13.43 | -8.45 | 16.64 | 5.14 | 20.33 | -2.61 | 18.15 | 5.72 | 1.11 | 9.86 | 1.49 |
| Sharpe Ratio | NA | 1.05 | 1.09 | 0.57 | 0.60 | NA | NA | … | … | 0.60 | 0.21 | 1.09 | 1.17 | -0.65 | 1.77 | 0.18 | 2.55 | -0.39 | 3.61 | 0.51 | 0.09 | 1.19 | 3.77 |
| Standard Deviation(%) | NA | 8.11 | 9.07 | 10.53 | 12.43 | NA | NA | … | … | 9.30 | 13.78 | 8.00 | 8.45 | 15.21 | 9.40 | 26.58 | 7.39 | 10.29 | 4.86 | 10.79 | 12.04 | 8.26 | 7.48 |
| Draw Down(%) | NA | 8.60 | 8.67 | 18.17 | 30.19 | NA | NA | … | … | 8.60 | 9.31 | 5.07 | 7.32 | 18.06 | 5.52 | 30.19 | 3.69 | 10.80 | 2.20 | 7.17 | 10.81 | 5.88 | 1.39 |
| Yield(%) | 0.00 | 10.35 | 7.46 | 6.53 | 5.93 | 4.81 | 3.61 | … | … | 0.00 | 11.44 | 7.93 | 1.83 | 3.28 | 9.85 | 1.38 | 3.04 | 4.39 | 2.03 | 1.47 | 1.65 | 1.19 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGAX (MFS LOW VOLATILITY GLOBAL EQUITY FUND A) |
1.97%
Sep 2019 – Sep 2022 |
3.33%
Mar 2015 – Mar 2020 |
7.56%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGAX (MFS LOW VOLATILITY GLOBAL EQUITY FUND A) |
17.35%
Sep 2022 – Sep 2025 |
12.60%
Mar 2020 – Mar 2025 |
10.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart