MMUFX vs. SHSAX

In the year-to-date period, MMUFX achieves a 3.51% return, which is significantly higher than SHSAX's -2.15% return. Over the past 10 years, MMUFX has underperformed SHSAX with an annualized return of 2.67%, while SHSAX has yielded a comparatively higher 6.41% annualized return.

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MMUFX has a 0.99% expense ratio, which is lower than SHSAX's 1.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Utilities Fund (MMUFX) and BlackRock Health Sciences Opportunities Portfolio (SHSAX). 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.

The current MMUFX Sharpe Ratio is 0.42, which is higher than the SHSAX Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of MMUFX and SHSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MMUFX's dividend yield for the trailing twelve months is around 3.66%, more than SHSAX's 0.25% yield.

The maximum MMUFX drawdown since its inception was -55.42%, which is greater than SHSAX's maximum drawdown of -31.69%. Use the drawdown chart below to compare losses from any high point for MMUFX and SHSAX. For additional features, visit the drawdowns tool.

The current volatility for MFS Utilities Fund (MMUFX) is 4.60%, while BlackRock Health Sciences Opportunities Portfolio (SHSAX) has a volatility of 5.88%. This indicates that MMUFX experiences smaller price fluctuations and is considered to be less risky than SHSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.