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FSTEX vs. MMUFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FSTEX vs. MMUFX

Last updated May 12, 2025

Compare and contrast key facts about Invesco Energy Fund (FSTEX) and MFS Utilities Fund (MMUFX).

FSTEX is managed by Invesco. It was launched on Jan 18, 1984. MMUFX is managed by MFS. It was launched on Feb 13, 1992.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTEX or MMUFX.

Correlation

The correlation between FSTEX and MMUFX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

FSTEX vs. MMUFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Energy Fund (FSTEX) and MFS Utilities Fund (MMUFX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FSTEX:

11.27%

MMUFX:

11.54%

Max Drawdown

FSTEX:

-0.18%

MMUFX:

-0.68%

Current Drawdown

FSTEX:

0.00%

MMUFX:

-0.43%

Returns By Period

FSTEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

MMUFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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FSTEX vs. MMUFX - Expense Ratio Comparison

FSTEX has a 1.36% expense ratio, which is higher than MMUFX's 0.99% expense ratio.

FSTEX
Invesco Energy Fund
MMUFX
MFS Utilities Fund

Risk-Adjusted Performance

FSTEX vs. MMUFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FSTEX
The Risk-Adjusted Performance Rank of FSTEX is 1010
Overall Rank
The Sharpe Ratio Rank of FSTEX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of FSTEX is 1111
Sortino Ratio Rank
The Omega Ratio Rank of FSTEX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of FSTEX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of FSTEX is 55
Martin Ratio Rank
MMUFX
The Risk-Adjusted Performance Rank of MMUFX is 6060
Overall Rank
The Sharpe Ratio Rank of MMUFX is 5555
Sharpe Ratio Rank
The Sortino Ratio Rank of MMUFX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of MMUFX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of MMUFX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of MMUFX is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSTEX vs. MMUFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Energy Fund (FSTEX) and MFS Utilities Fund (MMUFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

FSTEX vs. MMUFX - Dividend Comparison

FSTEX's dividend yield for the trailing twelve months is around 4.08%, more than MMUFX's 3.64% yield.

TTM20242023202220212020201920182017201620152014
FSTEX
Invesco Energy Fund		4.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MMUFX
MFS Utilities Fund		3.64%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FSTEX vs. MMUFX - Drawdown Comparison

The maximum FSTEX drawdown since its inception was -0.18%, smaller than the maximum MMUFX drawdown of -0.68%. Use the drawdown chart below to compare losses from any high point for FSTEX and MMUFX. For additional features, visit the drawdowns tool.

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Volatility

FSTEX vs. MMUFX - Volatility Comparison

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