Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQNVX (MFS EQUITY INCOME FUND R6) | 12.15% | 24.74% | 17.95% | 11.68% | 12.73% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQNVX (MFS EQUITY INCOME FUND R6) | 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 (%) | -0.88 | 24.74 | 17.95 | 11.68 | 12.73 | NA | NA | … | … | 12.15 | 17.36 | 12.95 | 16.34 | -6.94 | 26.49 | 8.66 | 25.90 | -7.41 | 20.11 | 10.06 | -0.69 | 9.90 | 31.27 | -0.44 |
| Sharpe Ratio | NA | 2.11 | 1.15 | 0.63 | 0.64 | NA | NA | … | … | 2.22 | 0.89 | 0.84 | 1.03 | -0.41 | 2.24 | 0.23 | 1.98 | -0.58 | 3.02 | 0.73 | -0.05 | 0.93 | 2.91 | -0.15 |
| Standard Deviation(%) | NA | 11.76 | 13.32 | 14.93 | 17.23 | NA | NA | … | … | 13.23 | 16.42 | 11.09 | 12.39 | 20.60 | 11.84 | 35.75 | 12.31 | 15.29 | 6.48 | 13.46 | 14.75 | 10.57 | 10.72 | 12.29 |
| Draw Down(%) | NA | 7.95 | 15.96 | 18.59 | 36.63 | NA | NA | … | … | 7.95 | 15.96 | 7.22 | 10.30 | 18.59 | 4.96 | 36.63 | 7.52 | 17.82 | 2.27 | 11.06 | 11.76 | 8.62 | 5.56 | 7.91 |
| Yield(%) | 0.00 | 12.01 | 8.67 | 7.54 | 8.24 | 8.15 | 6.11 | … | … | 0.00 | 12.99 | 7.02 | 4.56 | 5.48 | 9.87 | 3.91 | 2.89 | 6.29 | 6.11 | 2.06 | 2.89 | 3.95 | 2.93 | 0.66 |
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 |
|---|---|---|---|---|
| EQNVX (MFS EQUITY INCOME FUND R6) |
0.09%
Mar 2017 – Mar 2020 |
2.90%
Mar 2015 – Mar 2020 |
8.77%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNVX (MFS EQUITY INCOME FUND R6) |
20.06%
Dec 2018 – Dec 2021 |
17.34%
Mar 2020 – Mar 2025 |
13.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart