Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIVQX (MFS Intrinsic Value Fund R4) | -2.47% | 5.04% | 10.67% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/08/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIVQX (MFS Intrinsic Value Fund R4) | 02/08/2022 | 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 (%) | -2.00 | 5.04 | 10.67 | NA | NA | NA | NA | … | … | -2.47 | 12.40 | 10.69 | 23.94 | -10.40 |
| Sharpe Ratio | NA | 0.38 | 0.58 | NA | NA | NA | NA | … | … | -0.38 | 0.58 | 0.54 | 1.49 | -0.49 |
| Standard Deviation(%) | NA | 12.66 | 14.41 | NA | NA | NA | NA | … | … | 14.88 | 16.60 | 13.13 | 13.75 | 26.93 |
| Draw Down(%) | NA | 11.31 | 17.34 | NA | NA | NA | NA | … | … | 11.31 | 16.79 | 7.88 | 10.77 | 22.81 |
| Yield(%) | 0.00 | 6.79 | 4.06 | 2.56 | 1.28 | 0.85 | 0.64 | … | … | 0.00 | 7.12 | 2.77 | 0.69 | 0.82 |
Data as of 06/10/2026, Common starting date is 02/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIVQX (MFS Intrinsic Value Fund R4) |
6.57%
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 |
|---|---|---|---|---|
| UIVQX (MFS Intrinsic Value Fund R4) |
18.77%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart