Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIVMX (MFS Intrinsic Value Fund R1) | -3.00% | 3.95% | 9.57% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/14/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIVMX (MFS Intrinsic Value Fund R1) | 02/14/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 3.95 | 9.57 | NA | NA | NA | NA | … | … | -3.00 | 11.36 | 9.63 | 23.50 | -9.23 |
| Sharpe Ratio | NA | 0.29 | 0.50 | NA | NA | NA | NA | … | … | -0.46 | 0.51 | 0.46 | 1.42 | -0.47 |
| Standard Deviation(%) | NA | 12.68 | 14.46 | NA | NA | NA | NA | … | … | 14.90 | 16.66 | 13.11 | 14.08 | 25.95 |
| Draw Down(%) | NA | 11.45 | 17.64 | NA | NA | NA | NA | … | … | 11.45 | 16.94 | 7.91 | 11.07 | 22.99 |
| Yield(%) | 0.00 | 6.33 | 3.37 | 2.04 | 1.02 | 0.68 | 0.51 | … | … | 0.00 | 6.60 | 2.06 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/14/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIVMX (MFS Intrinsic Value Fund R1) |
5.38%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIVMX (MFS Intrinsic Value Fund R1) |
17.84%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart