Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVGLX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R3) | 3.29% | 10.40% | 12.96% | 8.39% | 8.99% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVGLX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R3) | 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 | 10.40 | 12.96 | 8.39 | 8.99 | NA | NA | … | … | 3.29 | 5.68 | 12.34 | 13.40 | -8.39 | 16.54 | 5.28 | 20.19 | -2.55 | 18.07 | 5.65 | 1.15 | 9.71 | 1.49 |
| Sharpe Ratio | NA | 1.04 | 1.09 | 0.57 | 0.60 | NA | NA | … | … | 0.61 | 0.21 | 1.09 | 1.17 | -0.65 | 1.76 | 0.19 | 2.50 | -0.38 | 3.59 | 0.50 | 0.09 | 1.17 | 3.77 |
| Standard Deviation(%) | NA | 8.15 | 9.09 | 10.55 | 12.45 | NA | NA | … | … | 9.34 | 13.76 | 8.00 | 8.44 | 15.26 | 9.37 | 26.64 | 7.48 | 10.28 | 4.87 | 10.84 | 12.17 | 8.29 | 7.48 |
| Draw Down(%) | NA | 8.64 | 8.66 | 18.15 | 30.21 | NA | NA | … | … | 8.64 | 9.29 | 5.06 | 7.37 | 18.05 | 5.51 | 30.21 | 3.62 | 10.81 | 2.21 | 7.16 | 10.74 | 5.91 | 1.39 |
| Yield(%) | 0.00 | 10.33 | 7.46 | 6.52 | 5.91 | 4.79 | 3.59 | … | … | 0.00 | 11.42 | 7.91 | 1.83 | 3.27 | 9.83 | 1.38 | 3.02 | 4.37 | 1.97 | 1.41 | 1.60 | 1.05 | 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 |
|---|---|---|---|---|
| MVGLX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R3) |
1.99%
Sep 2019 – Sep 2022 |
3.30%
Mar 2015 – Mar 2020 |
7.53%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGLX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R3) |
17.35%
Sep 2022 – Sep 2025 |
12.59%
Mar 2020 – Mar 2025 |
10.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart