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MVCJX: MFS MID CAP VALUE FUND R4 (MUTUAL FUND)
Basic Info 32.87 0.31(0.93%) June 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 8.40% |
| Expenses | 0.74% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 8.6 | 17.8 | 13.7 | 6.0 | 9.2 | 10.0 | 8.5 | 8.0 | 6.3 | 13.9 | 12.8 | -12.0 | 24.7 | 4.2 | 30.9 | -11.4 | 13.7 | 15.7 | -2.4 | 10.3 | 36.6 | 18.8 | -1.8 | 27.3 | 40.2 | -41.7 | 2.0 | 11.0 | -1.4 |
| Sharpe Ratio | NA | 1.28 | 1.08 | 0.72 | 0.2 | 0.39 | NA | NA | 0.33 | 0.19 | 0.8 | 0.6 | -0.58 | 1.49 | 0.1 | 2.39 | -0.87 | 1.59 | 1.05 | -0.17 | 0.88 | 3.06 | 1.38 | -0.07 | 1.36 | 1.35 | -0.96 | -0.07 | 0.66 | -0.24 |
| Draw Down(%) | NA | 9.4 | 9.4 | 21.0 | 21.7 | 42.8 | NA | NA | 59.7 | 18.3 | 8.6 | 12.8 | 19.7 | 9.2 | 42.8 | 7.0 | 20.7 | 4.1 | 11.5 | 12.3 | 10.3 | 5.1 | 10.5 | 24.4 | 16.7 | 25.6 | 54.5 | 14.3 | 9.7 | 11.9 |
| Standard Deviation(%) | NA | 14.3 | 13.4 | 15.2 | 17.5 | 19.5 | NA | NA | 20.9 | 18.4 | 12.8 | 15.4 | 23.4 | 16.5 | 40.4 | 12.3 | 14.8 | 8.2 | 14.8 | 14.8 | 11.8 | 12.0 | 13.7 | 26.8 | 20.0 | 29.6 | 44.5 | 16.9 | 11.5 | 18.0 |
| Treynor Ratio | NA | 0.16 | 0.13 | 0.1 | 0.03 | 0.07 | NA | NA | 0.07 | 0.03 | 0.1 | 0.09 | -0.13 | 0.24 | 0.04 | 0.3 | -0.13 | 0.13 | 0.16 | -0.03 | 0.1 | 0.38 | 0.2 | -0.02 | 0.29 | 0.49 | -0.43 | -0.01 | 0.08 | 0.0 |
| Alpha | NA | -0.03 | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | -0.03 | 0.03 | 0.0 | NA |
| Beta | NA | 1.12 | 1.12 | 1.07 | 1.06 | 1.01 | NA | NA | 0.97 | 1.1 | 1.05 | 1.01 | 1.05 | 1.01 | 0.99 | 0.99 | 0.97 | 0.97 | 0.94 | 0.97 | 1.01 | 0.96 | 0.97 | 1.0 | 0.92 | 0.82 | 1.0 | 1.0 | 1.01 | NA |
| RSquared | NA | 0.89 | 0.92 | 0.95 | 0.94 | 0.96 | NA | NA | 0.93 | 0.96 | 0.94 | 0.96 | 0.95 | 0.89 | 0.98 | 0.97 | 0.98 | 0.93 | 0.94 | 0.98 | 0.97 | 0.97 | 0.97 | 0.97 | 0.98 | 0.98 | 0.98 | 0.96 | 0.17 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.3 | 11.5 | 3.2 | 1.4 | 1.4 | 1.0 | 2.9 | 5.5 | 3.9 | 1.6 | 4.5 | 7.1 | 7.0 | 1.3 | 0.8 | 1.0 | 1.0 | 1.1 | 9.7 | 3.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -26.3 | 290.4 | 94.7 | 24.7 | 40.5 | -54.2 | -56.0 | 53.3 | 179.3 | -66.7 | -34.0 | 27.9 | 535.7 | 60.0 | 0.0 | 34.6 | -42.6 | -90.2 | 177.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2005
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