Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMUIX (MFS UTILITIES FUND I) | 6.04% | 16.02% | 11.02% | 5.65% | 7.15% | 7.48% | 8.16% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMUIX (MFS UTILITIES FUND I) | 01/30/1997 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.02 | 11.02 | 5.65 | 7.15 | 7.48 | 8.16 | … | … | 6.04 | 15.15 | 11.64 | -2.02 | -5.62 | 9.37 | 2.09 | 25.22 | 1.09 | 15.05 | 11.65 | -14.50 | 12.87 | 20.47 | 13.59 | 6.90 | 13.56 | 33.19 | -37.28 | 27.86 | 31.85 | 17.08 | 30.51 | 33.87 | -26.23 | -26.58 | -5.82 | 20.95 | 11.52 | 13.21 |
| Sharpe Ratio | NA | 0.93 | 0.50 | 0.19 | 0.33 | NA | NA | … | … | 0.71 | 0.79 | 0.56 | -0.37 | -0.34 | 0.73 | 0.05 | 3.03 | -0.03 | 2.12 | 0.72 | -0.94 | 1.22 | 2.03 | 1.36 | 0.35 | 0.78 | 1.37 | -0.91 | 1.59 | 2.71 | 1.39 | 3.14 | 2.90 | -1.37 | -1.09 | -0.47 | 1.25 | 0.61 | 0.63 |
| Standard Deviation(%) | NA | 14.39 | 15.55 | 16.34 | 17.00 | NA | NA | … | … | 17.16 | 15.63 | 14.41 | 15.39 | 20.89 | 12.82 | 33.93 | 7.83 | 10.63 | 6.80 | 15.84 | 15.37 | 10.55 | 10.07 | 10.03 | 19.83 | 17.24 | 24.17 | 41.87 | 15.62 | 10.54 | 10.66 | 9.39 | 11.42 | 19.95 | 26.92 | 21.37 | 14.06 | 13.12 | 17.00 |
| Draw Down(%) | NA | 8.77 | 17.70 | 26.29 | 35.82 | NA | NA | … | … | 8.77 | 8.97 | 10.19 | 18.32 | 18.93 | 8.78 | 35.82 | 3.52 | 7.87 | 2.54 | 10.00 | 23.75 | 8.89 | 7.91 | 8.03 | 15.64 | 11.74 | 22.71 | 48.86 | 10.67 | 6.35 | 9.82 | 7.51 | 9.84 | 37.97 | 35.59 | 22.98 | 9.17 | 13.67 | 12.80 |
| Yield(%) | 0.00 | 4.20 | 4.77 | 3.41 | 4.28 | 5.43 | 6.63 | … | … | 0.00 | 4.88 | 4.22 | 5.61 | 1.99 | 1.66 | 2.00 | 8.28 | 4.36 | 3.25 | 4.28 | 7.28 | 9.69 | 8.02 | 3.55 | 3.58 | 3.27 | 4.34 | 2.76 | 9.06 | 2.57 | 1.90 | 1.97 | 0.47 | 0.00 | 0.00 | 1.29 | 2.49 | 3.23 | 3.65 |
Data as of 06/05/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUIX (MFS UTILITIES FUND I) |
-22.76%
Mar 2000 – Mar 2003 |
-9.66%
Sep 1997 – Sep 2002 |
2.04%
Feb 1999 – Feb 2009 |
5.33%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUIX (MFS UTILITIES FUND I) |
33.04%
May 2004 – May 2007 |
29.56%
Oct 2002 – Oct 2007 |
15.85%
Mar 2003 – Mar 2013 |
13.19%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart