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MFS Low Volatility Equity Fund (MLVHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.16-0.06 (-0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.71%
5-year average return10.55%
Number of years up8
Number of years down2
Best 1-yr total return (27 Jun 2024)27.17%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return27.17%
Worst 3-yr total return7.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLVHXCategory
YTD9.00%5.31%
1-month3.29%-4.19%
3-month2.67%3.90%
1-year20.33%20.31%
3-year7.62%6.48%
5-year11.49%11.78%
10-year10.85%10.96%
Last bull market20.61%25.56%
Last bear market-10.08%-15.11%

Annual total return (%) history

Year
MLVHXCategory
2024
N/AN/A
2023
12.44%22.32%
2022
-10.63%-16.96%
2021
25.43%26.07%
2020
11.59%15.83%
2019
27.17%28.78%
2018
-1.16%-6.27%
2017
16.80%20.44%
2016
10.06%10.37%
2015
4.65%-1.07%
2014
12.83%10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.17%N/AN/AN/A
20232.14%4.97%-4.01%9.25%
2022-3.98%-10.08%-5.61%9.66%
20213.19%9.00%2.29%9.02%
2020-18.24%14.62%8.22%10.03%
201912.21%5.92%3.30%3.58%
2018-1.44%1.83%6.61%-7.63%
20174.96%3.41%2.12%5.38%
20163.93%3.43%0.42%1.97%
20151.47%-0.90%-2.37%6.59%
20142.10%3.70%-0.03%6.60%

Rank in category (by total return)

YTD68
1-month79
3-month68
1-year83
3-year61
5-year88

Load adjusted returns

1-year20.33%
3-year7.62%
5-year11.49%
10-year10.85%