Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIVCX (MFS Intrinsic Value Fund C) | -2.19% | 4.99% | 9.84% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/14/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIVCX (MFS Intrinsic Value Fund C) | 02/14/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 4.99 | 9.84 | NA | NA | NA | NA | … | … | -2.19 | 11.36 | 9.53 | 23.62 | -9.23 |
| Sharpe Ratio | NA | 0.30 | 0.51 | NA | NA | NA | NA | … | … | -0.45 | 0.51 | 0.45 | 1.46 | -0.47 |
| Standard Deviation(%) | NA | 12.62 | 14.43 | NA | NA | NA | NA | … | … | 14.77 | 16.66 | 13.10 | 13.83 | 25.94 |
| Draw Down(%) | NA | 11.45 | 17.64 | NA | NA | NA | NA | … | … | 11.45 | 16.94 | 7.91 | 11.07 | 22.99 |
| Yield(%) | 0.00 | 6.34 | 3.37 | 2.04 | 1.02 | 0.68 | 0.51 | … | … | 0.00 | 6.60 | 2.06 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 02/14/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIVCX (MFS Intrinsic Value Fund C) |
5.38%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIVCX (MFS Intrinsic Value Fund C) |
17.84%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart