Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQNAX (MFS EQUITY INCOME FUND A) | 14.12% | 26.74% | 18.31% | 11.73% | 12.70% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQNAX (MFS EQUITY INCOME FUND A) | 09/28/2012 | 06/11/2026 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 26.74 | 18.31 | 11.73 | 12.70 | NA | NA | … | … | 14.12 | 5.59 | 12.61 | 15.94 | -7.22 | 25.99 | 8.33 | 25.44 | -7.72 | 19.64 | 9.76 | -1.08 | 9.00 | 30.90 | -0.49 |
| Sharpe Ratio | NA | 2.25 | 1.17 | 0.62 | 0.63 | NA | NA | … | … | 2.56 | 0.15 | 0.81 | 1.00 | -0.42 | 2.18 | 0.23 | 1.95 | -0.60 | 2.95 | 0.71 | -0.08 | 0.85 | 2.88 | -0.16 |
| Standard Deviation(%) | NA | 11.65 | 13.28 | 14.91 | 17.21 | NA | NA | … | … | 13.03 | 19.11 | 11.08 | 12.39 | 20.58 | 11.91 | 35.73 | 12.29 | 15.31 | 6.47 | 13.49 | 14.72 | 10.53 | 10.71 | 12.47 |
| Draw Down(%) | NA | 7.95 | 16.00 | 18.80 | 36.67 | NA | NA | … | … | 7.95 | 16.00 | 7.24 | 10.31 | 18.80 | 4.97 | 36.67 | 7.57 | 18.06 | 2.28 | 11.14 | 11.84 | 8.68 | 5.57 | 7.91 |
| Yield(%) | 0.00 | 11.88 | 8.40 | 7.29 | 7.95 | 7.67 | 5.76 | … | … | 0.00 | 12.77 | 6.72 | 4.26 | 5.21 | 9.59 | 3.61 | 2.54 | 5.99 | 5.74 | 1.66 | 2.60 | 3.61 | 2.70 | 0.61 |
Data as of 06/11/2026, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNAX (MFS EQUITY INCOME FUND A) |
-0.26%
Mar 2017 – Mar 2020 |
2.54%
Mar 2015 – Mar 2020 |
8.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNAX (MFS EQUITY INCOME FUND A) |
19.63%
Dec 2018 – Dec 2021 |
16.96%
Mar 2020 – Mar 2025 |
12.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart