Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVGIX (MFS LOW VOLATILITY GLOBAL EQUITY FUND I) | 2.60% | 10.06% | 12.96% | 8.68% | 9.21% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVGIX (MFS LOW VOLATILITY GLOBAL EQUITY FUND I) | 12/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.95 | 10.06 | 12.96 | 8.68 | 9.21 | NA | NA | … | … | 2.60 | 5.74 | 12.64 | 13.71 | -8.21 | 16.85 | 5.47 | 20.59 | -2.38 | 18.49 | 5.93 | 1.22 | 10.09 | 1.49 |
| Sharpe Ratio | NA | 1.07 | 1.12 | 0.59 | 0.62 | NA | NA | … | … | 0.62 | 0.21 | 1.13 | 1.20 | -0.63 | 1.79 | 0.20 | 2.59 | -0.37 | 3.69 | 0.53 | 0.10 | 1.21 | 3.91 |
| Standard Deviation(%) | NA | 8.14 | 9.07 | 10.54 | 12.45 | NA | NA | … | … | 9.33 | 13.83 | 7.98 | 8.44 | 15.27 | 9.41 | 26.66 | 7.38 | 10.30 | 4.85 | 10.84 | 12.08 | 8.33 | 7.22 |
| Draw Down(%) | NA | 8.65 | 8.65 | 18.01 | 30.19 | NA | NA | … | … | 8.65 | 9.40 | 5.06 | 7.32 | 17.90 | 5.52 | 30.19 | 3.62 | 10.77 | 2.23 | 7.08 | 10.71 | 5.76 | 1.39 |
| Yield(%) | 0.00 | 10.56 | 7.72 | 6.82 | 6.23 | 5.07 | 3.80 | … | … | 0.00 | 11.71 | 8.20 | 2.09 | 3.52 | 10.11 | 1.60 | 3.29 | 4.62 | 2.25 | 1.68 | 1.94 | 1.31 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MVGIX (MFS LOW VOLATILITY GLOBAL EQUITY FUND I) |
2.23%
Sep 2019 – Sep 2022 |
3.55%
Mar 2015 – Mar 2020 |
7.80%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGIX (MFS LOW VOLATILITY GLOBAL EQUITY FUND I) |
17.64%
Sep 2022 – Sep 2025 |
12.88%
Mar 2020 – Mar 2025 |
10.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart