MFS Low Volatility Equity Fund (MLVHX)
The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest the fund's assets in securities of companies of any size. The fund's investment adviser uses an active bottom-up approach to buying and selling investments for the fund.
Fund Info
US55273H2702
55273H270
Dec 5, 2013
$0
Large-Cap
Blend
Expense Ratio
MLVHX has an expense ratio of 0.67%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
MFS Low Volatility Equity Fund (MLVHX) returned 3.57% year-to-date (YTD) and 9.65% over the past 12 months. Over the past 10 years, MLVHX had an annualized return of 10.57%, just below the S&P 500 benchmark at 10.85%.
MLVHX
3.57%
3.17%
-2.52%
9.65%
9.34%
12.07%
10.57%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of MLVHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.28% | 0.78% | -1.90% | -1.69% | 3.17% | 3.57% | |||||||
| 2024 | 2.60% | 3.48% | 2.82% | -3.33% | 3.29% | 0.65% | 3.08% | 3.56% | 0.36% | -1.81% | 4.87% | -5.88% | 13.91% |
| 2023 | 2.68% | -2.39% | 1.91% | 2.07% | -2.31% | 5.27% | 0.80% | -1.27% | -3.55% | -1.12% | 6.56% | 3.65% | 12.40% |
| 2022 | -5.87% | -2.64% | 4.79% | -5.23% | -0.60% | -4.54% | 5.41% | -3.29% | -7.41% | 8.27% | 5.11% | -3.87% | -10.84% |
| 2021 | -2.20% | 1.32% | 4.14% | 5.90% | 0.89% | 2.03% | 5.04% | 3.01% | -5.47% | 5.97% | -2.31% | 5.30% | 25.42% |
| 2020 | 2.42% | -8.19% | -13.03% | 10.30% | 3.82% | 0.10% | 5.59% | 4.33% | -1.77% | -2.30% | 9.40% | 2.94% | 11.63% |
| 2019 | 6.46% | 3.42% | 1.92% | 2.79% | -1.87% | 5.01% | 1.38% | 1.05% | 0.83% | -0.37% | 1.90% | 2.02% | 27.16% |
| 2018 | 3.14% | -4.13% | -0.33% | 0.28% | 1.13% | 0.41% | 3.22% | 2.31% | 0.95% | -3.30% | 3.82% | -8.05% | -1.23% |
| 2017 | 1.11% | 4.00% | -0.19% | 1.14% | 2.25% | 0.01% | 1.18% | 0.22% | 0.71% | 2.17% | 2.76% | 0.37% | 16.81% |
| 2016 | -1.80% | -0.00% | 5.84% | -1.00% | 1.59% | 2.83% | 2.17% | -1.02% | -0.70% | -1.61% | 1.63% | 1.97% | 10.07% |
| 2015 | -1.59% | 3.67% | -0.54% | -0.61% | 1.67% | -1.93% | 3.53% | -5.03% | -0.70% | 6.44% | 0.09% | 0.07% | 4.66% |
| 2014 | -3.04% | 3.95% | 1.30% | 1.16% | 1.14% | 1.35% | -2.05% | 3.24% | -1.14% | 3.65% | 2.89% | -0.04% | 12.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MLVHX is 53, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Low Volatility Equity Fund (MLVHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
MFS Low Volatility Equity Fund provided a 13.15% dividend yield over the last twelve months, with an annual payout of $2.52 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.52 | $2.51 | $1.20 | $2.28 | $1.18 | $0.23 | $0.20 | $0.67 | $0.40 | $0.21 | $0.22 | $0.15 |
Dividend yield | 13.15% | 13.51% | 6.47% | 13.00% | 5.33% | 1.25% | 1.16% | 4.98% | 2.77% | 1.63% | 1.90% | 1.31% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | |||||||
| 2024 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $2.35 | $2.51 |
| 2023 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.05 | $1.20 |
| 2022 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $2.13 | $2.28 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $1.05 | $1.18 |
| 2020 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.23 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.20 |
| 2018 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.53 | $0.67 |
| 2017 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.26 | $0.40 |
| 2016 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.21 |
| 2015 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.12 | $0.22 |
| 2014 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.15 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 34.15%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current MFS Low Volatility Equity Fund drawdown is 2.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.15% | Feb 18, 2020 | 25 | Mar 23, 2020 | 162 | Nov 10, 2020 | 187 |
| -19.06% | Dec 30, 2021 | 198 | Oct 12, 2022 | 304 | Dec 28, 2023 | 502 |
| -13.36% | Dec 4, 2018 | 14 | Dec 24, 2018 | 37 | Feb 19, 2019 | 51 |
| -13.08% | Dec 2, 2024 | 87 | Apr 8, 2025 | — | — | — |
| -10.03% | Aug 18, 2015 | 6 | Aug 25, 2015 | 49 | Nov 3, 2015 | 55 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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