Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQNRX (MFS EQUITY INCOME FUND R1) | 11.86% | 23.68% | 16.77% | 10.54% | 11.56% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQNRX (MFS EQUITY INCOME FUND R1) | 09/28/2012 | 06/10/2026 |
| 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 (%) | -0.93 | 23.68 | 16.77 | 10.54 | 11.56 | NA | NA | … | … | 11.86 | 16.12 | 11.76 | 15.08 | -7.91 | 25.09 | 7.46 | 24.53 | -8.39 | 18.77 | 9.08 | -1.75 | 8.08 | 29.95 | -0.70 |
| Sharpe Ratio | NA | 2.02 | 1.07 | 0.55 | 0.57 | NA | NA | … | … | 2.19 | 0.81 | 0.74 | 0.93 | -0.45 | 2.11 | 0.20 | 1.87 | -0.64 | 2.81 | 0.66 | -0.12 | 0.77 | 2.80 | -0.23 |
| Standard Deviation(%) | NA | 11.71 | 13.30 | 14.92 | 17.24 | NA | NA | … | … | 13.09 | 16.46 | 11.05 | 12.38 | 20.61 | 11.89 | 35.75 | 12.35 | 15.35 | 6.47 | 13.44 | 14.81 | 10.51 | 10.67 | 12.33 |
| Draw Down(%) | NA | 7.88 | 16.15 | 19.22 | 36.66 | NA | NA | … | … | 7.88 | 16.08 | 7.26 | 10.50 | 19.22 | 5.08 | 36.66 | 7.60 | 18.61 | 2.28 | 11.19 | 11.97 | 8.74 | 5.66 | 7.92 |
| Yield(%) | 0.00 | 11.22 | 7.58 | 6.59 | 6.89 | 6.59 | 4.94 | … | … | 0.00 | 11.90 | 5.86 | 3.46 | 4.66 | 8.67 | 2.92 | 1.75 | 5.22 | 4.84 | 0.88 | 1.72 | 2.79 | 1.78 | 0.40 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| EQNRX (MFS EQUITY INCOME FUND R1) |
-1.01%
Mar 2017 – Mar 2020 |
1.82%
Mar 2015 – Mar 2020 |
7.56%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNRX (MFS EQUITY INCOME FUND R1) |
18.74%
Dec 2018 – Dec 2021 |
16.07%
Mar 2020 – Mar 2025 |
12.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart