Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVGKX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R2) | 3.23% | 10.23% | 12.70% | 8.13% | 8.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVGKX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R2) | 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 (%) | -0.39 | 10.23 | 12.70 | 8.13 | 8.72 | NA | NA | … | … | 3.23 | 5.75 | 12.06 | 13.14 | -8.64 | 16.31 | 4.96 | 19.93 | -2.87 | 17.88 | 5.41 | 0.76 | 9.47 | 1.49 |
| Sharpe Ratio | NA | 1.02 | 1.06 | 0.54 | 0.58 | NA | NA | … | … | 0.60 | 0.21 | 1.06 | 1.13 | -0.66 | 1.74 | 0.18 | 2.49 | -0.41 | 3.59 | 0.48 | 0.06 | 1.14 | 3.77 |
| Standard Deviation(%) | NA | 8.12 | 9.09 | 10.53 | 12.42 | NA | NA | … | … | 9.33 | 13.72 | 8.00 | 8.43 | 15.21 | 9.37 | 26.55 | 7.42 | 10.31 | 4.82 | 10.81 | 12.07 | 8.26 | 7.48 |
| Draw Down(%) | NA | 8.59 | 8.74 | 18.33 | 30.19 | NA | NA | … | … | 8.59 | 9.24 | 5.04 | 7.38 | 18.23 | 5.52 | 30.19 | 3.62 | 10.87 | 2.21 | 7.08 | 10.82 | 5.86 | 1.39 |
| Yield(%) | 0.00 | 10.08 | 7.17 | 6.27 | 5.59 | 4.50 | 3.37 | … | … | 0.00 | 11.09 | 7.63 | 1.57 | 3.03 | 9.55 | 1.16 | 2.76 | 4.12 | 1.69 | 1.16 | 1.30 | 0.82 | 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 |
|---|---|---|---|---|
| MVGKX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R2) |
1.73%
Sep 2019 – Sep 2022 |
3.04%
Mar 2015 – Mar 2020 |
7.27%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGKX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R2) |
17.06%
Sep 2022 – Sep 2025 |
12.31%
Mar 2020 – Mar 2025 |
10.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart