Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVRRX (MFS VALUE FUND R2) | 5.12% | 13.39% | 12.67% | 5.98% | 8.51% | 9.64% | 7.90% | … | … |
Data as of 06/09/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVRRX (MFS VALUE FUND R2) | 11/03/2003 | 06/09/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 13.39 | 12.67 | 5.98 | 8.51 | 9.64 | 7.90 | … | … | 5.12 | 12.67 | 11.31 | 7.68 | -11.47 | 22.36 | 2.35 | 29.41 | -10.33 | 17.18 | 13.58 | -1.03 | 10.01 | 35.15 | 15.83 | -0.46 | 11.13 | 20.23 | -33.02 | 7.09 | 20.30 | 5.85 | 14.64 | 7.71 |
| Sharpe Ratio | NA | 1.02 | 0.80 | 0.21 | 0.41 | NA | NA | … | … | 0.73 | 0.66 | 0.78 | 0.34 | -0.62 | 1.84 | 0.06 | 2.42 | -0.79 | 2.42 | 1.02 | -0.07 | 0.92 | 3.20 | 1.28 | -0.02 | 0.65 | 0.73 | -0.82 | 0.24 | 1.71 | 0.36 | 1.41 | 7.73 |
| Standard Deviation(%) | NA | 10.52 | 11.99 | 14.32 | 16.77 | NA | NA | … | … | 11.42 | 14.87 | 9.89 | 11.89 | 20.84 | 12.11 | 35.14 | 11.56 | 14.88 | 6.85 | 13.12 | 15.10 | 10.91 | 10.97 | 12.47 | 23.07 | 16.92 | 27.42 | 41.18 | 16.18 | 9.91 | 9.93 | 9.66 | 7.64 |
| Draw Down(%) | NA | 7.26 | 13.33 | 17.88 | 36.71 | NA | NA | … | … | 7.26 | 12.66 | 7.39 | 9.70 | 17.88 | 4.81 | 36.71 | 5.63 | 20.35 | 3.51 | 8.68 | 11.62 | 7.66 | 5.17 | 10.69 | 20.36 | 14.91 | 28.45 | 45.39 | 9.26 | 8.05 | 6.16 | 5.25 | 1.43 |
| Yield(%) | 0.00 | 8.75 | 8.92 | 5.35 | 5.55 | 6.99 | 5.99 | … | … | 0.00 | 9.53 | 9.13 | 8.02 | 1.25 | 1.13 | 1.18 | 3.49 | 2.69 | 4.60 | 3.69 | 5.19 | 4.72 | 3.85 | 2.48 | 1.42 | 1.22 | 1.57 | 1.13 | 8.31 | 4.57 | 6.01 | 0.98 | 0.24 |
Data as of 06/09/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVRRX (MFS VALUE FUND R2) |
-12.53%
Feb 2006 – Feb 2009 |
-3.95%
Feb 2004 – Feb 2009 |
6.01%
May 2007 – May 2017 |
5.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVRRX (MFS VALUE FUND R2) |
21.52%
Feb 2009 – Feb 2012 |
20.91%
Feb 2009 – Feb 2014 |
14.16%
Feb 2009 – Feb 2019 |
11.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart