Canada markets open in 9 minutes

MFS Low Volatility Equity Fund (MLVTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
20.36-0.10 (-0.51%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.73%
5-Year Average Return10.80%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 24, 2024)27.30%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return27.30%
Worst 3-Yr Total Return7.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMLVTXCategory
YTD9.01%5.31%
1-Month3.29%-4.19%
3-Month2.63%3.90%
1-Year20.35%20.31%
3-Year7.71%6.48%
5-Year11.58%11.78%
10-Year10.94%10.96%
Last Bull Market20.64%25.56%
Last Bear Market-10.05%-15.11%

Annual Total Return (%) History

Year
MLVTXCategory
2024
N/AN/A
2023
12.53%22.32%
2022
-10.55%-16.96%
2021
25.58%26.07%
2020
11.68%15.83%
2019
27.30%28.78%
2018
-1.06%-6.27%
2017
16.88%20.44%
2016
10.14%10.37%
2015
4.78%-1.07%
2014
12.86%10.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.18%N/AN/AN/A
20232.16%4.99%-3.98%9.26%
2022-3.98%-10.05%-5.63%9.74%
20213.21%9.02%2.30%9.09%
2020-18.20%14.62%8.23%10.05%
201912.30%5.86%3.37%3.59%
2018-1.35%1.86%6.62%-7.66%
20174.97%3.43%2.14%5.40%
20163.93%3.36%0.52%2.00%
20151.48%-0.90%-2.25%6.59%
20142.11%3.70%-0.03%6.61%

Rank In Category (By Total Return)

YTD68
1-Month79
3-Month69
1-Year83
3-Year59
5-Year87

Load Adjusted Returns

1-Year20.35%
3-Year7.71%
5-Year11.58%
10-Year10.94%