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Mfs Low Volatility Equity Fund Cl R2: (MF: MLVOX)

(NASDAQ Mutual Funds) As of Apr 7, 2026 05:20 PM ET

$17.76 USD

-0.06 (-0.34%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.11 24
3 months 5.13 31
6 months 8.17 33
1 Year 11.84 64
3 Year 13.77 68
5 Year 10.59 47
10 Year 11.36 73

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.62
5 Year 9.06
10 Year 10.49
Since Inception 10.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.99 2.48 4.72 0.14
2024 9.06 0.32 7.02 -3.19
2023 2.01 4.82 -4.11 9.10
2022 -4.09 -10.20 -5.71 9.51
2021 3.10 8.89 2.11 8.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.119.6213.3511.87-11.0824.8611.0026.48-1.6116.239.45
% Total Return Rel to Index 0.73-8.59-11.66-14.367.12-3.82-7.40-5.002.78-5.55-2.48
% Total Return Rel to Peer 0.66-3.09-6.03-11.128.612.80-8.91-1.945.24-4.441.63
% Perf Quintile vs Peer* 2.004.000.005.002.003.004.004.002.004.003.00
% Dividends 0.000.140.120.120.100.060.150.100.140.140.09
% Yield 0.000.690.580.660.480.250.770.580.980.910.69
Capital Gains ($) 0.002.542.280.982.061.010.000.020.450.180.02
Expense Ratio 0.001.141.141.141.141.141.141.141.141.420.00

* 1 = Top 20%, 5 = Bottom 20%