Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVGMX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R4) | 4.05% | 10.99% | 13.31% | 8.63% | 9.45% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVGMX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R4) | 12/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 10.99 | 13.31 | 8.63 | 9.45 | NA | NA | … | … | 4.05 | 5.80 | 12.64 | 13.63 | -8.15 | 16.85 | 5.47 | 20.60 | -2.38 | 18.49 | 5.83 | 1.40 | 10.00 | 1.49 |
| Sharpe Ratio | NA | 0.94 | 1.09 | 0.57 | 0.61 | NA | NA | … | … | 0.53 | 0.22 | 1.13 | 1.18 | -0.63 | 1.79 | 0.19 | 2.58 | -0.37 | 3.71 | 0.52 | 0.11 | 1.20 | 3.91 |
| Standard Deviation(%) | NA | 8.20 | 9.09 | 10.56 | 12.47 | NA | NA | … | … | 9.26 | 13.81 | 8.02 | 8.50 | 15.29 | 9.40 | 26.69 | 7.42 | 10.32 | 4.82 | 10.88 | 12.04 | 8.32 | 7.22 |
| Draw Down(%) | NA | 8.70 | 8.70 | 18.01 | 30.19 | NA | NA | … | … | 8.70 | 9.35 | 5.00 | 7.32 | 17.91 | 5.52 | 30.19 | 3.62 | 10.77 | 2.23 | 7.17 | 10.72 | 5.84 | 1.39 |
| Yield(%) | 0.00 | 10.50 | 7.69 | 6.71 | 6.29 | 5.07 | 3.80 | … | … | 0.00 | 11.71 | 8.20 | 2.09 | 3.51 | 10.11 | 1.60 | 3.30 | 4.62 | 2.25 | 1.67 | 1.93 | 1.32 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGMX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R4) |
2.22%
Sep 2019 – Sep 2022 |
3.54%
Mar 2015 – Mar 2020 |
7.80%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVGMX (MFS LOW VOLATILITY GLOBAL EQUITY FUND R4) |
17.64%
Sep 2022 – Sep 2025 |
12.88%
Mar 2020 – Mar 2025 |
10.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart