Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVGBX (MFS LOW VOLATILITY GLOBAL EQUITY FUND B) | 2.45% | 9.01% | 11.94% | 7.46% | 8.03% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVGBX (MFS LOW VOLATILITY GLOBAL EQUITY FUND B) | 12/09/2013 | 06/08/2026 |
| 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 (%) | -0.28 | 9.01 | 11.94 | 7.46 | 8.03 | NA | NA | … | … | 2.45 | 15.42 | 11.49 | 12.58 | -9.10 | 15.74 | 4.38 | 19.38 | -3.38 | 17.27 | 4.87 | 0.26 | 9.00 | 1.39 |
| Sharpe Ratio | NA | 0.84 | 0.97 | 0.48 | 0.53 | NA | NA | … | … | 0.47 | 1.21 | 0.97 | 1.07 | -0.69 | 1.68 | 0.15 | 2.40 | -0.46 | 3.46 | 0.43 | 0.02 | 1.09 | 3.50 |
| Standard Deviation(%) | NA | 8.14 | 9.07 | 10.54 | 12.44 | NA | NA | … | … | 9.16 | 10.43 | 8.08 | 8.41 | 15.29 | 9.34 | 26.64 | 7.45 | 10.28 | 4.83 | 10.84 | 12.11 | 8.25 | 7.46 |
| Draw Down(%) | NA | 8.52 | 8.89 | 18.65 | 30.26 | NA | NA | … | … | 8.52 | 8.42 | 5.06 | 7.50 | 18.55 | 5.55 | 30.26 | 3.71 | 10.98 | 2.22 | 7.30 | 11.03 | 5.95 | 1.39 |
| Yield(%) | 0.00 | 9.80 | 6.70 | 5.85 | 4.99 | 3.99 | 2.99 | … | … | 0.00 | 10.66 | 7.10 | 1.02 | 2.62 | 9.16 | 0.78 | 2.21 | 3.65 | 1.20 | 0.59 | 1.07 | 0.54 | 0.00 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| MVGBX (MFS LOW VOLATILITY GLOBAL EQUITY FUND B) |
1.21%
Sep 2019 – Sep 2022 |
2.53%
Mar 2015 – Mar 2020 |
6.70%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGBX (MFS LOW VOLATILITY GLOBAL EQUITY FUND B) |
16.48%
Sep 2022 – Sep 2025 |
11.74%
Mar 2020 – Mar 2025 |
9.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart