MUSEX vs. VO

In the year-to-date period, MUSEX achieves a 0.72% return, which is significantly lower than VO's 2.74% return. Over the past 10 years, MUSEX has outperformed VO with an annualized return of 11.80%, while VO has yielded a comparatively lower 9.35% annualized return.

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MUSEX has a 0.49% expense ratio, which is higher than VO's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Core Equity Fund (MUSEX) and Vanguard Mid-Cap ETF (VO). 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 MUSEX Sharpe Ratio is 0.56, which is comparable to the VO Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of MUSEX and VO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MUSEX's dividend yield for the trailing twelve months is around 10.36%, more than VO's 1.53% yield.

The maximum MUSEX drawdown since its inception was -57.76%, roughly equal to the maximum VO drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for MUSEX and VO.

MFS Blended Research Core Equity Fund (MUSEX) has a higher volatility of 4.89% compared to Vanguard Mid-Cap ETF (VO) at 4.46%. This indicates that MUSEX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.