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MFS Low Volatility Equity Fund (MLVPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.45+0.05 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.65%
5-year average return10.35%
Number of years up8
Number of years down2
Best 1-yr total return (20 Jun 2024)26.83%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return26.83%
Worst 3-yr total return7.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLVPXCategory
YTD8.92%5.31%
1-month3.28%-4.19%
3-month2.61%3.90%
1-year20.05%20.31%
3-year7.35%6.48%
5-year11.23%11.78%
10-year10.57%10.96%
Last bull market20.53%25.56%
Last bear market-10.12%-15.11%

Annual total return (%) history

Year
MLVPXCategory
2024
N/AN/A
2023
12.13%22.32%
2022
-10.87%-16.96%
2021
25.19%26.07%
2020
11.31%15.83%
2019
26.83%28.78%
2018
-1.34%-6.27%
2017
16.46%20.44%
2016
9.74%10.37%
2015
4.48%-1.07%
2014
12.53%10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.14%N/AN/AN/A
20232.08%4.90%-4.06%9.14%
2022-4.10%-10.12%-5.66%9.62%
20213.17%8.92%2.17%9.03%
2020-18.24%14.51%8.19%9.89%
201912.11%5.84%3.28%3.49%
2018-1.43%1.77%6.53%-7.68%
20174.88%3.42%1.97%5.30%
20163.84%3.35%0.35%1.90%
20151.41%-0.96%-2.34%6.52%
20142.02%3.63%-0.09%6.53%

Rank in category (by total return)

YTD69
1-month79
3-month69
1-year84
3-year65
5-year90

Load adjusted returns

1-year20.05%
3-year7.35%
5-year11.23%
10-year10.57%