Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMUKX (MFS UTILITIES FUND R6) | 5.34% | 15.53% | 10.35% | 7.75% | 8.88% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMUKX (MFS UTILITIES FUND R6) | 06/04/2012 | 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 (%) | 0.19 | 15.53 | 10.35 | 7.75 | 8.88 | NA | NA | … | … | 5.34 | 15.25 | 11.74 | -1.94 | 0.69 | 14.27 | 6.42 | 25.31 | 0.88 | 15.12 | 11.56 | -14.51 | 13.01 | 20.58 | 15.12 |
| Sharpe Ratio | NA | 0.97 | 0.52 | 0.36 | 0.43 | NA | NA | … | … | 0.78 | 0.79 | 0.56 | -0.37 | -0.04 | 1.18 | 0.18 | 3.02 | -0.05 | 2.15 | 0.71 | -0.95 | 1.23 | 2.03 | 2.72 |
| Standard Deviation(%) | NA | 14.37 | 15.55 | 15.84 | 16.73 | NA | NA | … | … | 17.14 | 15.64 | 14.41 | 15.38 | 19.34 | 12.09 | 33.76 | 7.90 | 10.62 | 6.76 | 15.94 | 15.37 | 10.56 | 10.10 | 10.26 |
| Draw Down(%) | NA | 8.35 | 17.67 | 21.33 | 35.83 | NA | NA | … | … | 8.35 | 8.94 | 10.20 | 18.24 | 18.94 | 8.76 | 35.83 | 3.51 | 7.91 | 2.53 | 10.13 | 23.72 | 8.87 | 7.95 | 7.35 |
| Yield(%) | 0.00 | 4.79 | 4.97 | 5.73 | 6.33 | 7.12 | 5.34 | … | … | 0.48 | 4.98 | 4.31 | 5.68 | 8.35 | 6.42 | 6.12 | 8.39 | 4.19 | 3.33 | 4.13 | 7.38 | 9.79 | 8.13 | 2.12 |
Data as of 06/10/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUKX (MFS UTILITIES FUND R6) |
0.45%
Jun 2014 – Jun 2017 |
2.54%
Mar 2015 – Mar 2020 |
5.08%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMUKX (MFS UTILITIES FUND R6) |
15.08%
Dec 2018 – Dec 2021 |
12.09%
Dec 2016 – Dec 2021 |
11.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart