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MFS Low Volatility Equity A (MLVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.08-0.01 (-0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.39%
5-year average return9.95%
Number of years up8
Number of years down2
Best 1-yr total return (1 Jul 2024)26.83%
Worst 1-yr total return (1 Jul 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.
ReturnMLVAXCategory
YTD8.91%5.31%
1-month3.30%-4.19%
3-month2.57%3.90%
1-year20.01%20.31%
3-year7.35%6.48%
5-year11.21%11.78%
10-year10.58%10.96%
Last bull market20.50%25.56%
Last bear market-10.15%-15.11%

Annual total return (%) history

Year
MLVAXCategory
2024
N/AN/A
2023
12.12%22.32%
2022
-10.86%-16.96%
2021
25.16%26.07%
2020
11.33%15.83%
2019
26.83%28.78%
2018
-1.41%-6.27%
2017
16.53%20.44%
2016
9.77%10.37%
2015
4.45%-1.07%
2014
12.54%10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.13%0.39%N/AN/A
20232.09%4.86%-4.02%9.12%
2022-4.07%-10.15%-5.68%9.65%
20213.13%8.95%2.18%9.02%
2020-18.26%14.57%8.15%9.92%
201912.16%5.80%3.30%3.47%
2018-1.43%1.70%6.62%-7.76%
20174.90%3.36%2.06%5.31%
20163.87%3.33%0.35%1.91%
20151.35%-0.87%-2.42%6.55%
20141.97%3.66%-0.08%6.56%

Rank in category (by total return)

YTD69
1-month79
3-month70
1-year84
3-year65
5-year90

Load adjusted returns

1-year13.11%
3-year5.25%
5-year9.91%
10-year9.92%