Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEIJX (MFS VALUE FUND R4) | 4.61% | 13.86% | 13.38% | 6.25% | 9.03% | 10.17% | 8.34% | … | … |
Data as of 06/05/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIJX (MFS VALUE FUND R4) | 04/07/2005 | 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 (%) | 0.69 | 13.86 | 13.38 | 6.25 | 9.03 | 10.17 | 8.34 | … | … | 4.61 | 13.26 | 11.86 | 8.20 | -10.96 | 23.00 | 2.88 | 30.08 | -9.91 | 17.77 | 14.17 | -0.55 | 10.57 | 35.82 | 16.42 | 0.04 | 11.68 | 20.89 | -32.71 | 7.70 | 20.97 | 3.82 |
| Sharpe Ratio | NA | 1.06 | 0.84 | 0.25 | 0.44 | NA | NA | … | … | 0.75 | 0.70 | 0.83 | 0.38 | -0.60 | 1.90 | 0.07 | 2.47 | -0.76 | 2.51 | 1.06 | -0.04 | 0.97 | 3.26 | 1.32 | 0.00 | 0.68 | 0.77 | -0.81 | 0.28 | 1.78 | 0.28 |
| Standard Deviation(%) | NA | 10.53 | 12.00 | 14.32 | 16.77 | NA | NA | … | … | 11.44 | 14.88 | 9.88 | 11.92 | 20.82 | 12.10 | 35.14 | 11.56 | 14.90 | 6.85 | 13.13 | 15.12 | 10.92 | 10.98 | 12.51 | 23.03 | 16.94 | 26.95 | 41.18 | 16.20 | 9.92 | 10.13 |
| Draw Down(%) | NA | 7.34 | 13.18 | 17.58 | 36.68 | NA | NA | … | … | 7.34 | 12.61 | 7.37 | 9.57 | 17.58 | 4.77 | 36.68 | 5.59 | 20.01 | 3.45 | 8.63 | 11.54 | 7.61 | 5.16 | 10.60 | 20.18 | 14.78 | 28.37 | 45.18 | 9.24 | 8.05 | 5.68 |
| Yield(%) | 0.00 | 9.09 | 9.42 | 5.73 | 6.14 | 7.79 | 6.59 | … | … | 0.00 | 9.94 | 9.57 | 8.43 | 1.72 | 1.69 | 1.62 | 4.02 | 3.16 | 5.10 | 4.18 | 5.64 | 5.20 | 4.40 | 3.00 | 1.90 | 1.69 | 2.04 | 1.52 | 8.80 | 5.07 | 5.31 |
Data as of 06/05/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIJX (MFS VALUE FUND R4) |
-12.05%
Feb 2006 – Feb 2009 |
-1.50%
May 2007 – May 2012 |
6.55%
May 2007 – May 2017 |
6.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIJX (MFS VALUE FUND R4) |
22.12%
Feb 2009 – Feb 2012 |
21.51%
Feb 2009 – Feb 2014 |
14.72%
Feb 2009 – Feb 2019 |
12.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart