Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEIHX (MFS VALUE FUND R3) | 4.55% | 13.63% | 13.11% | 7.58% | 9.68% | 10.52% | 8.52% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIHX (MFS VALUE FUND R3) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 13.63 | 13.11 | 7.58 | 9.68 | 10.52 | 8.52 | … | … | 4.55 | 4.69 | 11.60 | 7.94 | -6.26 | 25.11 | 3.70 | 29.74 | -10.13 | 17.49 | 13.87 | -0.79 | 10.29 | 35.51 | 16.13 | -0.21 | 11.40 | 20.53 | -32.83 | 7.34 | 20.60 | 4.63 |
| Sharpe Ratio | NA | 0.98 | 0.84 | 0.35 | 0.48 | NA | NA | … | … | 0.63 | 0.11 | 0.81 | 0.36 | -0.40 | 2.08 | 0.10 | 2.44 | -0.78 | 2.47 | 1.04 | -0.05 | 0.94 | 3.23 | 1.30 | -0.01 | 0.67 | 0.76 | -0.82 | 0.26 | 1.74 | 0.39 |
| Standard Deviation(%) | NA | 10.39 | 11.99 | 13.90 | 16.60 | NA | NA | … | … | 11.36 | 16.41 | 9.81 | 11.91 | 19.51 | 12.04 | 35.15 | 11.58 | 14.88 | 6.83 | 13.12 | 15.11 | 10.94 | 10.97 | 12.48 | 23.04 | 16.94 | 26.94 | 41.20 | 16.16 | 9.92 | 10.12 |
| Draw Down(%) | NA | 7.31 | 13.25 | 17.73 | 36.70 | NA | NA | … | … | 7.31 | 12.62 | 7.38 | 9.63 | 17.73 | 4.79 | 36.70 | 5.59 | 20.20 | 3.49 | 8.66 | 11.61 | 7.64 | 5.15 | 10.63 | 20.29 | 14.83 | 28.44 | 45.26 | 9.26 | 8.02 | 5.72 |
| Yield(%) | 0.00 | 8.93 | 9.21 | 6.98 | 7.06 | 8.60 | 7.11 | … | … | 0.00 | 9.72 | 9.35 | 8.22 | 6.48 | 3.84 | 2.44 | 3.75 | 2.93 | 4.85 | 3.93 | 5.41 | 4.95 | 4.13 | 2.75 | 1.66 | 1.45 | 1.80 | 1.33 | 8.52 | 4.84 | 5.28 |
Data as of 06/05/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIHX (MFS VALUE FUND R3) |
-12.30%
Feb 2006 – Feb 2009 |
-1.76%
May 2007 – May 2012 |
6.28%
May 2007 – May 2017 |
6.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIHX (MFS VALUE FUND R3) |
21.82%
Feb 2009 – Feb 2012 |
21.22%
Feb 2009 – Feb 2014 |
14.44%
Feb 2009 – Feb 2019 |
12.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart