Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVGNX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R6) | 3.24% | 10.33% | 13.10% | 8.53% | 9.34% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVGNX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R6) | 12/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 10.33 | 13.10 | 8.53 | 9.34 | NA | NA | … | … | 3.24 | 5.77 | 12.75 | 13.75 | -8.08 | 16.94 | 5.55 | 20.63 | -2.24 | 18.46 | 5.89 | 1.41 | 10.01 | 1.49 |
| Sharpe Ratio | NA | 0.96 | 1.10 | 0.58 | 0.62 | NA | NA | … | … | 0.55 | 0.21 | 1.14 | 1.21 | -0.62 | 1.81 | 0.20 | 2.59 | -0.35 | 3.71 | 0.52 | 0.11 | 1.21 | 3.91 |
| Standard Deviation(%) | NA | 8.16 | 9.07 | 10.55 | 12.45 | NA | NA | … | … | 9.22 | 13.85 | 8.00 | 8.43 | 15.31 | 9.36 | 26.63 | 7.41 | 10.30 | 4.81 | 10.91 | 12.12 | 8.28 | 7.22 |
| Draw Down(%) | NA | 8.66 | 8.66 | 17.98 | 30.21 | NA | NA | … | … | 8.66 | 9.37 | 5.04 | 7.24 | 17.88 | 5.45 | 30.21 | 3.62 | 10.74 | 2.23 | 7.18 | 10.67 | 5.86 | 1.39 |
| Yield(%) | 0.00 | 10.59 | 7.78 | 6.79 | 6.32 | 5.15 | 3.86 | … | … | 0.00 | 11.80 | 8.30 | 2.19 | 3.60 | 10.20 | 1.67 | 3.39 | 4.69 | 2.29 | 1.73 | 2.03 | 1.33 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MVGNX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R6) |
2.31%
Sep 2019 – Sep 2022 |
3.62%
Mar 2015 – Mar 2020 |
7.86%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGNX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R6) |
17.75%
Sep 2022 – Sep 2025 |
12.97%
Mar 2020 – Mar 2025 |
10.70%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart