Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVGJX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R1) | 3.20% | 9.82% | 12.18% | 7.62% | 8.20% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVGJX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R1) | 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 (%) | -0.34 | 9.82 | 12.18 | 7.62 | 8.20 | NA | NA | … | … | 3.20 | 5.47 | 11.53 | 12.57 | -9.13 | 15.74 | 4.39 | 19.32 | -3.35 | 17.27 | 4.89 | 0.28 | 9.00 | 1.39 |
| Sharpe Ratio | NA | 0.97 | 1.01 | 0.49 | 0.54 | NA | NA | … | … | 0.58 | 0.19 | 0.99 | 1.07 | -0.69 | 1.68 | 0.16 | 2.40 | -0.46 | 3.47 | 0.43 | 0.02 | 1.09 | 3.50 |
| Standard Deviation(%) | NA | 8.09 | 9.06 | 10.54 | 12.44 | NA | NA | … | … | 9.25 | 13.65 | 8.00 | 8.43 | 15.26 | 9.37 | 26.59 | 7.45 | 10.35 | 4.81 | 10.88 | 12.14 | 8.25 | 7.46 |
| Draw Down(%) | NA | 8.55 | 8.86 | 18.64 | 30.27 | NA | NA | … | … | 8.55 | 9.15 | 5.03 | 7.53 | 18.54 | 5.59 | 30.27 | 3.70 | 10.99 | 2.21 | 7.26 | 11.13 | 5.95 | 1.39 |
| Yield(%) | 0.00 | 9.81 | 6.72 | 5.86 | 5.04 | 3.99 | 2.99 | … | … | 0.00 | 10.66 | 7.15 | 1.05 | 2.60 | 9.13 | 0.80 | 2.23 | 3.64 | 1.19 | 0.63 | 0.66 | 0.54 | 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 |
|---|---|---|---|---|
| MVGJX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R1) |
1.21%
Sep 2019 – Sep 2022 |
2.53%
Mar 2015 – Mar 2020 |
6.73%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGJX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R1) |
16.47%
Sep 2022 – Sep 2025 |
11.74%
Mar 2020 – Mar 2025 |
9.51%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart