Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVGCX (MFS LOW VOLATILITY GLOBAL EQUITY FUND C) | 3.81% | 10.14% | 12.28% | 7.60% | 8.39% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVGCX (MFS LOW VOLATILITY GLOBAL EQUITY FUND C) | 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 (%) | 0.68 | 10.14 | 12.28 | 7.60 | 8.39 | NA | NA | … | … | 3.81 | 5.40 | 11.52 | 12.51 | -9.09 | 15.74 | 4.41 | 19.34 | -3.30 | 17.27 | 4.80 | 0.29 | 9.00 | 1.39 |
| Sharpe Ratio | NA | 0.84 | 0.97 | 0.48 | 0.53 | NA | NA | … | … | 0.47 | 0.19 | 0.98 | 1.06 | -0.69 | 1.68 | 0.16 | 2.41 | -0.46 | 3.45 | 0.42 | 0.02 | 1.09 | 3.50 |
| Standard Deviation(%) | NA | 8.14 | 9.07 | 10.53 | 12.44 | NA | NA | … | … | 9.21 | 13.68 | 8.03 | 8.45 | 15.24 | 9.37 | 26.63 | 7.42 | 10.32 | 4.84 | 10.88 | 12.11 | 8.23 | 7.46 |
| Draw Down(%) | NA | 8.50 | 8.90 | 18.66 | 30.25 | NA | NA | … | … | 8.50 | 9.26 | 5.07 | 7.57 | 18.56 | 5.57 | 30.25 | 3.65 | 10.95 | 2.24 | 7.24 | 11.10 | 5.95 | 1.39 |
| Yield(%) | 0.00 | 9.84 | 6.74 | 5.85 | 5.13 | 4.02 | 3.02 | … | … | 0.00 | 10.75 | 7.17 | 1.07 | 2.63 | 9.16 | 0.80 | 2.24 | 3.66 | 1.18 | 0.79 | 1.02 | 0.54 | 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 |
|---|---|---|---|---|
| MVGCX (MFS LOW VOLATILITY GLOBAL EQUITY FUND C) |
1.19%
Sep 2019 – Sep 2022 |
2.53%
Mar 2015 – Mar 2020 |
6.73%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGCX (MFS LOW VOLATILITY GLOBAL EQUITY FUND C) |
16.46%
Sep 2022 – Sep 2025 |
11.76%
Mar 2020 – Mar 2025 |
9.51%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart