Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIVRX (MFS Intrinsic Value Fund R6) | -2.47% | 5.07% | 10.70% | 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 |
|---|---|---|
| UIVRX (MFS Intrinsic Value Fund R6) | 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 | 5.07 | 10.70 | NA | NA | NA | NA | … | … | -2.47 | 12.44 | 10.72 | 24.80 | -10.98 |
| Sharpe Ratio | NA | 0.38 | 0.58 | NA | NA | NA | NA | … | … | -0.38 | 0.58 | 0.54 | 1.55 | -0.53 |
| Standard Deviation(%) | NA | 12.71 | 14.45 | NA | NA | NA | NA | … | … | 14.92 | 16.63 | 13.17 | 13.79 | 26.00 |
| Draw Down(%) | NA | 11.31 | 17.32 | NA | NA | NA | NA | … | … | 11.31 | 16.79 | 7.88 | 10.77 | 22.81 |
| Yield(%) | 0.00 | 6.82 | 4.09 | 2.58 | 1.29 | 0.86 | 0.65 | … | … | 0.00 | 7.15 | 2.80 | 0.71 | 0.83 |
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 |
|---|---|---|---|---|
| UIVRX (MFS Intrinsic Value Fund R6) |
6.59%
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 |
|---|---|---|---|---|
| UIVRX (MFS Intrinsic Value Fund R6) |
19.18%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart