Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQNBX (MFS EQUITY INCOME FUND B) | 13.93% | 26.03% | 17.50% | 10.93% | 11.90% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQNBX (MFS EQUITY INCOME FUND B) | 09/28/2012 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 26.03 | 17.50 | 10.93 | 11.90 | NA | NA | … | … | 13.93 | 16.18 | 11.74 | 15.07 | -7.93 | 25.12 | 7.43 | 24.55 | -8.38 | 18.72 | 9.19 | -1.81 | 8.18 | 29.87 | -0.67 |
| Sharpe Ratio | NA | 2.19 | 1.11 | 0.57 | 0.58 | NA | NA | … | … | 2.52 | 0.81 | 0.73 | 0.93 | -0.46 | 2.11 | 0.20 | 1.88 | -0.64 | 2.79 | 0.67 | -0.12 | 0.77 | 2.81 | -0.22 |
| Standard Deviation(%) | NA | 11.61 | 13.28 | 14.92 | 17.22 | NA | NA | … | … | 13.02 | 16.42 | 11.08 | 12.36 | 20.62 | 11.90 | 35.76 | 12.26 | 15.35 | 6.50 | 13.41 | 14.76 | 10.55 | 10.61 | 12.31 |
| Draw Down(%) | NA | 7.84 | 16.14 | 19.21 | 36.68 | NA | NA | … | … | 7.84 | 16.07 | 7.27 | 10.54 | 19.21 | 5.06 | 36.68 | 7.64 | 18.64 | 2.29 | 11.17 | 11.87 | 8.73 | 5.66 | 7.92 |
| Yield(%) | 0.00 | 11.19 | 7.55 | 6.53 | 6.93 | 6.57 | 4.93 | … | … | 0.00 | 11.85 | 5.83 | 3.43 | 4.46 | 8.68 | 2.89 | 1.73 | 5.24 | 4.88 | 0.87 | 1.89 | 2.87 | 2.06 | 0.43 |
Data as of 06/11/2026, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNBX (MFS EQUITY INCOME FUND B) |
-1.01%
Mar 2017 – Mar 2020 |
1.84%
Mar 2015 – Mar 2020 |
7.57%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNBX (MFS EQUITY INCOME FUND B) |
18.74%
Dec 2018 – Dec 2021 |
16.08%
Mar 2020 – Mar 2025 |
12.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart