Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIVVX (MFS Intrinsic Value Fund A) | -1.92% | 5.96% | 11.02% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/08/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIVVX (MFS Intrinsic Value Fund A) | 02/08/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | 5.96 | 11.02 | NA | NA | NA | NA | … | … | -1.92 | 12.21 | 10.34 | 24.63 | -11.38 |
| Sharpe Ratio | NA | 0.36 | 0.57 | NA | NA | NA | NA | … | … | -0.40 | 0.56 | 0.51 | 1.54 | -0.55 |
| Standard Deviation(%) | NA | 12.70 | 14.41 | NA | NA | NA | NA | … | … | 14.89 | 16.66 | 13.09 | 13.74 | 26.03 |
| Draw Down(%) | NA | 11.33 | 17.40 | NA | NA | NA | NA | … | … | 11.33 | 16.83 | 7.91 | 10.80 | 22.90 |
| Yield(%) | 0.00 | 6.55 | 3.81 | 2.35 | 1.18 | 0.78 | 0.59 | … | … | 0.00 | 6.83 | 2.48 | 0.48 | 0.63 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| UIVVX (MFS Intrinsic Value Fund A) |
6.29%
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 |
|---|---|---|---|---|
| UIVVX (MFS Intrinsic Value Fund A) |
18.86%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart