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MFS Low Volatility Equity Fund (MLVPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.07-0.06 (-0.30%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.60%
5-Year Average Return11.09%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 2, 2024)26.83%
Worst 1 Yr Total Return (Jun 2, 2024)N/A
Best 3-Yr Total Return26.83%
Worst 3-Yr Total Return7.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMLVPXCategory
YTD5.46%5.31%
1-Month-3.37%-4.19%
3-Month2.80%3.90%
1-Year13.55%20.31%
3-Year6.51%6.48%
5-Year10.07%11.78%
10-Year10.34%10.96%
Last Bull Market20.53%25.56%
Last Bear Market-10.12%-15.11%

Annual Total Return (%) History

Year
MLVPXCategory
2024
N/AN/A
2023
12.13%22.32%
2022
-10.87%-16.96%
2021
25.19%26.07%
2020
11.31%15.83%
2019
26.83%28.78%
2018
-1.34%-6.27%
2017
16.46%20.44%
2016
9.74%10.37%
2015
4.48%-1.07%
2014
12.53%10.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.14%N/AN/AN/A
20232.08%4.90%-4.06%9.14%
2022-4.10%-10.12%-5.66%9.62%
20213.17%8.92%2.17%9.03%
2020-18.24%14.51%8.19%9.89%
201912.11%5.84%3.28%3.49%
2018-1.43%1.77%6.53%-7.68%
20174.88%3.42%1.97%5.30%
20163.84%3.35%0.35%1.90%
20151.41%-0.96%-2.34%6.52%
20142.02%3.63%-0.09%6.53%

Rank In Category (By Total Return)

YTD55
1-Month14
3-Month79
1-Year86
3-Year57
5-Year83

Load Adjusted Returns

1-Year13.55%
3-Year6.51%
5-Year10.07%
10-Year10.34%