MFS Low Volatility Equity B (MLVBX)

20.05 +0.39 (+1.98%) USD  |  May 27 2022

MLVBX 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 Low Volatility Equity B
--
--
11.76%
3.66%
8.97%
15.58%
-2.16%
25.93%
10.44%
24.22%
-9.07%
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%
Putnam Research B
16.70%
31.90%
13.75%
-2.41%
9.38%
22.31%
-5.51%
31.85%
19.10%
23.26%
-12.42%
MFS Core Equity B
15.76%
33.12%
10.27%
-1.12%
10.26%
23.56%
-4.86%
31.80%
17.66%
24.13%
-12.13%
MFS Massachusetts Investors Tr B
18.24%
30.90%
10.13%
-0.48%
7.95%
22.61%
-6.06%
30.94%
13.26%
25.88%
-11.98%
MFS Blended Research Core Equity B
14.10%
34.68%
10.98%
-0.11%
7.32%
19.43%
-8.74%
27.49%
14.23%
28.07%
-10.43%
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 Low Volatility Equity B
-1.43%
-1.13%
-5.76%
3.08%
10.99%
10.52%
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--
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10.29%
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%
Putnam Research B
-0.08%
-4.81%
-10.99%
-2.50%
14.06%
11.88%
13.23%
7.84%
7.39%
8.49%
MFS Core Equity B
0.34%
-4.88%
-9.24%
-2.42%
13.58%
12.36%
13.28%
8.44%
8.49%
8.73%
MFS Massachusetts Investors Tr B
0.31%
-4.24%
-9.35%
-2.44%
12.42%
11.18%
12.58%
8.21%
7.93%
7.66%
MFS Blended Research Core Equity B
0.54%
-3.27%
-7.07%
0.12%
14.46%
11.06%
12.23%
7.56%
8.03%
7.36%
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