Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEIAX (MFS VALUE FUND A) | 5.15% | 14.30% | 13.33% | 6.12% | 8.83% | 9.94% | 8.11% | … | … |
Data as of 06/05/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIAX (MFS VALUE FUND A) | 12/20/1996 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 14.30 | 13.33 | 6.12 | 8.83 | 9.94 | 8.11 | … | … | 5.15 | 12.97 | 11.60 | 7.92 | -11.17 | 22.67 | 2.63 | 29.73 | -10.07 | 17.45 | 13.85 | -0.79 | 10.29 | 35.48 | 16.13 | -0.21 | 11.41 | 20.48 | -32.81 | 7.72 | 20.66 | 6.23 | 15.13 | 25.28 | -13.69 | -7.79 | 29.46 | 6.83 | 17.10 | 18.84 | -1.53 |
| Sharpe Ratio | NA | 1.11 | 0.84 | 0.24 | 0.43 | NA | NA | … | … | 0.87 | 0.68 | 0.81 | 0.36 | -0.61 | 1.87 | 0.07 | 2.44 | -0.77 | 2.46 | 1.04 | -0.05 | 0.94 | 3.23 | 1.30 | -0.01 | 0.67 | 0.74 | -0.81 | 0.28 | 1.75 | 0.40 | 1.46 | 1.70 | -0.68 | -0.72 | 1.65 | 0.31 | 1.07 | 0.92 | -3.36 |
| Standard Deviation(%) | NA | 10.52 | 11.96 | 14.29 | 16.76 | NA | NA | … | … | 11.38 | 14.80 | 9.88 | 11.90 | 20.82 | 12.11 | 35.14 | 11.56 | 14.88 | 6.85 | 13.14 | 15.12 | 10.91 | 10.97 | 12.45 | 22.76 | 16.93 | 27.47 | 41.72 | 16.18 | 9.91 | 9.94 | 9.66 | 14.43 | 21.66 | 14.48 | 15.29 | 11.01 | 12.79 | 16.34 | 15.39 |
| Draw Down(%) | NA | 6.78 | 13.26 | 17.72 | 36.71 | NA | NA | … | … | 6.78 | 12.63 | 7.38 | 9.63 | 17.72 | 4.79 | 36.71 | 5.61 | 20.15 | 3.47 | 8.66 | 11.59 | 7.64 | 5.16 | 10.64 | 20.29 | 14.83 | 28.43 | 45.29 | 9.28 | 8.05 | 6.13 | 5.19 | 13.98 | 26.97 | 20.80 | 12.19 | 10.94 | 12.29 | 16.48 | 2.01 |
| Yield(%) | 0.00 | 9.45 | 9.37 | 5.61 | 5.91 | 7.45 | 6.31 | … | … | 0.56 | 9.67 | 9.29 | 8.18 | 1.48 | 1.41 | 1.39 | 3.74 | 2.92 | 4.81 | 3.91 | 5.39 | 4.94 | 4.11 | 2.74 | 1.65 | 1.44 | 1.77 | 1.22 | 8.85 | 4.80 | 6.24 | 1.25 | 1.76 | 1.32 | 0.81 | 4.64 | 2.80 | 2.70 | 1.16 | 1.25 |
Data as of 06/05/2026, Common starting date is 12/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIAX (MFS VALUE FUND A) |
-12.19%
Feb 2006 – Feb 2009 |
-3.59%
Feb 2004 – Feb 2009 |
2.03%
Feb 1999 – Feb 2009 |
6.06%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIAX (MFS VALUE FUND A) |
22.39%
Sep 2011 – Sep 2014 |
21.21%
Feb 2009 – Feb 2014 |
14.44%
Feb 2009 – Feb 2019 |
12.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart