MFS Equity Income R2 (EQNSX)

19.29 +0.34 (+1.79%) USD  |  May 27 2022

EQNSX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
MFS Equity Income R2
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30.58%
8.70%
-1.39%
10.11%
19.30%
-7.88%
25.10%
8.04%
25.69%
-4.83%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.21%
Columbia Large Cap Value R
14.58%
30.39%
11.23%
-2.52%
14.35%
16.39%
-11.41%
29.53%
5.02%
23.44%
-1.97%
Cullen High Dividend Equity R2
9.11%
22.68%
11.35%
-0.17%
10.07%
16.53%
-5.16%
19.36%
-4.55%
26.09%
-1.86%
Franklin Equity Income R
11.57%
29.02%
8.80%
-1.15%
11.50%
15.68%
-4.86%
25.22%
5.35%
25.90%
-5.71%
MFS Blended Research Value Equity R4
--
--
--
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14.12%
16.68%
-8.36%
23.38%
1.58%
26.33%
-1.57%
As of May 27, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Equity Income R2
2.12%
-0.52%
-1.16%
4.06%
13.50%
10.51%
--
--
--
10.85%
S&P 500 Total Return
-0.43%
-4.79%
-8.81%
0.41%
15.66%
13.49%
14.41%
9.16%
9.10%
10.16%
Columbia Large Cap Value R
2.29%
0.34%
2.88%
2.26%
13.17%
10.01%
11.67%
6.31%
8.31%
9.92%
Cullen High Dividend Equity R2
1.57%
0.81%
2.22%
5.35%
8.71%
7.83%
9.69%
6.26%
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8.03%
Franklin Equity Income R
0.64%
-2.21%
-2.27%
4.28%
12.03%
10.47%
11.33%
6.33%
6.71%
8.70%
MFS Blended Research Value Equity R4
2.73%
1.14%
2.56%
4.13%
12.13%
10.02%
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10.37%
As of May 27, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022