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MFS Low Volatility Equity R6 (MLVTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.13-0.02 (-0.10%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.48%
5-year average return10.07%
Number of years up8
Number of years down2
Best 1-yr total return (2 Jul 2024)27.30%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return27.30%
Worst 3-yr total return7.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLVTXCategory
YTD9.75%5.31%
1-month0.67%-4.19%
3-month0.52%3.90%
1-year15.14%20.31%
3-year7.23%6.48%
5-year10.65%11.78%
10-year10.87%10.96%
Last bull market20.64%25.56%
Last bear market-10.05%-15.11%

Annual total return (%) history

Year
MLVTXCategory
2024
N/AN/A
2023
12.53%22.32%
2022
-10.55%-16.96%
2021
25.58%26.07%
2020
11.68%15.83%
2019
27.30%28.78%
2018
-1.06%-6.27%
2017
16.88%20.44%
2016
10.14%10.37%
2015
4.78%-1.07%
2014
12.86%10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.18%0.52%N/AN/A
20232.16%4.99%-3.98%9.26%
2022-3.98%-10.05%-5.63%9.74%
20213.21%9.02%2.30%9.09%
2020-18.20%14.62%8.23%10.05%
201912.30%5.86%3.37%3.59%
2018-1.35%1.86%6.62%-7.66%
20174.97%3.43%2.14%5.40%
20163.93%3.36%0.52%2.00%
20151.48%-0.90%-2.25%6.59%
20142.11%3.70%-0.03%6.61%

Rank in category (by total return)

YTD77
1-month88
3-month77
1-year84
3-year69
5-year86

Load adjusted returns

1-year15.14%
3-year7.23%
5-year10.65%
10-year10.87%