Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLVAX (MFS LOW VOLATILITY EQUITY FUND A) | 2.43% | 8.62% | 11.36% | 7.40% | 10.52% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLVAX (MFS LOW VOLATILITY EQUITY FUND A) | 12/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 8.62 | 11.36 | 7.40 | 10.52 | NA | NA | … | … | 2.43 | -3.61 | 13.66 | 12.08 | -11.08 | 25.15 | 11.34 | 26.84 | -1.41 | 16.54 | 9.77 | 4.46 | 12.21 | 1.39 |
| Sharpe Ratio | NA | 0.66 | 0.75 | 0.38 | 0.57 | NA | NA | … | … | 0.23 | -0.35 | 1.09 | 0.82 | -0.65 | 2.18 | 0.34 | 2.55 | -0.21 | 3.01 | 0.90 | 0.33 | 1.26 | 3.01 |
| Standard Deviation(%) | NA | 9.55 | 10.99 | 13.15 | 15.33 | NA | NA | … | … | 10.20 | 18.79 | 9.22 | 10.42 | 19.44 | 11.55 | 32.71 | 9.96 | 13.24 | 5.29 | 10.57 | 13.61 | 9.68 | 8.69 |
| Draw Down(%) | NA | 8.26 | 13.13 | 19.19 | 34.15 | NA | NA | … | … | 8.26 | 13.61 | 6.03 | 8.63 | 19.12 | 6.25 | 34.15 | 4.52 | 13.31 | 1.94 | 6.36 | 10.12 | 5.69 | 1.79 |
| Yield(%) | 0.00 | 14.00 | 11.62 | 9.33 | 9.23 | 7.66 | 5.74 | … | … | 0.00 | 14.84 | 13.32 | 6.57 | 10.14 | 6.18 | 1.14 | 1.22 | 4.45 | 2.88 | 1.51 | 1.77 | 0.99 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVAX (MFS LOW VOLATILITY EQUITY FUND A) |
4.24%
Dec 2021 – Dec 2024 |
6.15%
Mar 2015 – Mar 2020 |
10.13%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLVAX (MFS LOW VOLATILITY EQUITY FUND A) |
20.90%
Dec 2018 – Dec 2021 |
15.38%
Oct 2016 – Oct 2021 |
11.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart