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MFS Low Volatility Equity R2 (MLVOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.20-0.02 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.14%
5-year average return9.43%
Number of years up8
Number of years down2
Best 1-yr total return (2 Jul 2024)26.49%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.49%
Worst 3-yr total return7.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLVOXCategory
YTD9.41%5.31%
1-month0.57%-4.19%
3-month0.32%3.90%
1-year14.47%20.31%
3-year6.58%6.48%
5-year10.00%11.78%
10-year10.23%10.96%
Last bull market20.40%25.56%
Last bear market-10.21%-15.11%

Annual total return (%) history

Year
MLVOXCategory
2024
N/AN/A
2023
11.88%22.32%
2022
-11.08%-16.96%
2021
24.86%26.07%
2020
11.00%15.83%
2019
26.49%28.78%
2018
-1.61%-6.27%
2017
16.24%20.44%
2016
9.46%10.37%
2015
4.25%-1.07%
2014
12.34%10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.07%0.32%N/AN/A
20232.02%4.82%-4.11%9.11%
2022-4.10%-10.21%-5.72%9.52%
20213.10%8.89%2.11%8.92%
2020-18.31%14.45%8.10%9.82%
201912.04%5.77%3.17%3.45%
2018-1.51%1.70%6.46%-7.73%
20174.81%3.35%1.92%5.29%
20163.76%3.30%0.29%1.83%
20151.36%-1.02%-2.38%6.45%
20142.04%3.47%-0.06%6.46%

Rank in category (by total return)

YTD77
1-month89
3-month79
1-year86
3-year76
5-year91

Load adjusted returns

1-year14.47%
3-year6.58%
5-year10.00%
10-year10.23%