MFS Low Volatility Equity Fund (MLVHX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in MFS Low Volatility Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

MFS Low Volatility Equity Fund (MLVHX) has returned -2.32% so far this year and 5.54% over the past 12 months. Over the last ten years, MLVHX has returned 10.12% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 6, 2013, MLVHX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, your investment would double in approximately 6.7 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +10.3%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 3 months.

On a daily basis, MLVHX closed higher 52% of trading days. The best single day was Dec 12, 2024 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -12.0%.

MFS Low Volatility Equity Fund has an annualized alpha of 1.63%, beta of 0.79, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since December 09, 2013.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (78.97%) than losses (77.41%) — typical of diversified or defensive assets.

MLVHX has an expense ratio of 0.67%, placing it in the medium range.

MLVHX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for MFS Low Volatility Equity Fund (MLVHX) and compare them to a chosen benchmark (S&P 500 Index).

MFS Low Volatility Equity Fund provided a 15.77% dividend yield over the last twelve months, with an annual payout of $2.73 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for MFS Low Volatility Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MFS Low Volatility Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MFS Low Volatility Equity Fund was 34.14%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.

The current MFS Low Volatility Equity Fund drawdown is 7.98%.

The chart below shows the rolling one-month volatility.