Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQNSX (MFS EQUITY INCOME FUND R2) | 11.96% | 24.16% | 17.33% | 11.07% | 12.09% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQNSX (MFS EQUITY INCOME FUND R2) | 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 (%) | -0.89 | 24.16 | 17.33 | 11.07 | 12.09 | NA | NA | … | … | 11.96 | 16.74 | 12.29 | 15.69 | -7.48 | 25.70 | 8.05 | 25.10 | -7.88 | 19.30 | 9.55 | -1.38 | 8.71 | 30.59 | -0.57 |
| Sharpe Ratio | NA | 2.06 | 1.11 | 0.58 | 0.61 | NA | NA | … | … | 2.19 | 0.85 | 0.78 | 0.98 | -0.44 | 2.16 | 0.22 | 1.92 | -0.61 | 2.89 | 0.70 | -0.10 | 0.82 | 2.86 | -0.19 |
| Standard Deviation(%) | NA | 11.76 | 13.30 | 14.91 | 17.22 | NA | NA | … | … | 13.20 | 16.41 | 11.07 | 12.40 | 20.56 | 11.88 | 35.74 | 12.33 | 15.35 | 6.49 | 13.42 | 14.77 | 10.62 | 10.68 | 12.38 |
| Draw Down(%) | NA | 7.88 | 16.04 | 18.99 | 36.67 | NA | NA | … | … | 7.88 | 16.04 | 7.26 | 10.41 | 18.99 | 5.02 | 36.67 | 7.56 | 18.28 | 2.28 | 11.12 | 11.83 | 8.75 | 5.65 | 8.01 |
| Yield(%) | 0.00 | 11.66 | 8.15 | 7.05 | 7.53 | 7.30 | 5.48 | … | … | 0.00 | 12.47 | 6.44 | 4.07 | 4.92 | 9.26 | 3.35 | 2.29 | 5.73 | 5.46 | 1.40 | 2.23 | 3.33 | 2.34 | 0.53 |
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 |
|---|---|---|---|---|
| EQNSX (MFS EQUITY INCOME FUND R2) |
-0.51%
Mar 2017 – Mar 2020 |
2.31%
Mar 2015 – Mar 2020 |
8.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNSX (MFS EQUITY INCOME FUND R2) |
19.33%
Dec 2018 – Dec 2021 |
16.66%
Mar 2020 – Mar 2025 |
12.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart