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MFS Low Volatility Equity Fund (MLVOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.44-0.10 (-0.46%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.44%
5-Year Average Return10.16%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 24, 2024)26.49%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return26.49%
Worst 3-Yr Total Return7.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMLVOXCategory
YTD8.80%5.31%
1-Month3.28%-4.19%
3-Month2.55%3.90%
1-Year19.71%20.31%
3-Year7.08%6.48%
5-Year10.94%11.78%
10-Year10.31%10.96%
Last Bull Market20.40%25.56%
Last Bear Market-10.21%-15.11%

Annual Total Return (%) History

Year
MLVOXCategory
2024
N/AN/A
2023
11.88%22.32%
2022
-11.08%-16.96%
2021
24.86%26.07%
2020
11.00%15.83%
2019
26.49%28.78%
2018
-1.61%-6.27%
2017
16.24%20.44%
2016
9.46%10.37%
2015
4.25%-1.07%
2014
12.34%10.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.07%N/AN/AN/A
20232.02%4.82%-4.11%9.11%
2022-4.10%-10.21%-5.72%9.52%
20213.10%8.89%2.11%8.92%
2020-18.31%14.45%8.10%9.82%
201912.04%5.77%3.17%3.45%
2018-1.51%1.70%6.46%-7.73%
20174.81%3.35%1.92%5.29%
20163.76%3.30%0.29%1.83%
20151.36%-1.02%-2.38%6.45%
20142.04%3.47%-0.06%6.46%

Rank In Category (By Total Return)

YTD69
1-Month79
3-Month70
1-Year85
3-Year68
5-Year91

Load Adjusted Returns

1-Year19.71%
3-Year7.08%
5-Year10.94%
10-Year10.31%