Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVCAX (MFS MID CAP VALUE FUND A) | 8.38% | 16.20% | 12.67% | 5.62% | 8.76% | 9.87% | 8.33% | … | … |
Data as of 06/08/2026, Common starting date is 10/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVCAX (MFS MID CAP VALUE FUND A) | 10/30/2001 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 16.20 | 12.67 | 5.62 | 8.76 | 9.87 | 8.33 | … | … | 8.38 | 6.09 | 13.57 | 12.51 | -12.27 | 24.39 | 4.03 | 30.54 | -11.66 | 13.39 | 15.31 | -2.58 | 10.05 | 36.19 | 18.52 | -2.04 | 27.07 | 39.76 | -41.90 | 1.67 | 10.85 | 7.75 | 21.47 | 35.43 | -12.43 | 13.82 |
| Sharpe Ratio | NA | 1.20 | 0.71 | 0.19 | 0.38 | NA | NA | … | … | 1.48 | 0.18 | 0.78 | 0.58 | -0.59 | 1.47 | 0.09 | 2.36 | -0.89 | 1.55 | 1.02 | -0.18 | 0.85 | 3.02 | 1.35 | -0.08 | 1.35 | 1.34 | -0.96 | -0.09 | 0.65 | 0.47 | 1.65 | 2.29 | -0.58 | 10.34 |
| Standard Deviation(%) | NA | 13.39 | 15.11 | 17.48 | 19.53 | NA | NA | … | … | 14.17 | 18.36 | 12.75 | 15.37 | 23.36 | 16.56 | 40.46 | 12.34 | 14.74 | 8.23 | 14.74 | 14.84 | 11.80 | 11.96 | 13.74 | 26.40 | 20.04 | 29.57 | 44.46 | 16.95 | 11.48 | 11.61 | 12.39 | 15.19 | 23.55 | 11.23 |
| Draw Down(%) | NA | 9.39 | 21.05 | 21.91 | 42.79 | NA | NA | … | … | 9.39 | 18.33 | 8.56 | 12.85 | 19.87 | 9.20 | 42.79 | 6.99 | 20.74 | 4.12 | 11.58 | 12.36 | 10.30 | 5.14 | 10.64 | 24.38 | 16.79 | 25.64 | 54.55 | 14.52 | 9.78 | 9.48 | 8.99 | 13.10 | 32.75 | 2.65 |
| Yield(%) | 0.00 | 8.13 | 7.92 | 4.70 | 5.10 | 6.72 | 5.97 | … | … | 0.00 | 8.08 | 11.30 | 3.00 | 1.22 | 1.15 | 0.83 | 2.60 | 5.28 | 3.66 | 1.37 | 4.28 | 6.88 | 6.71 | 1.03 | 0.53 | 0.72 | 0.72 | 0.74 | 9.59 | 3.43 | 11.80 | 10.02 | 0.81 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCAX (MFS MID CAP VALUE FUND A) |
-18.45%
Feb 2006 – Feb 2009 |
-7.28%
Feb 2004 – Feb 2009 |
5.70%
May 2002 – May 2012 |
5.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCAX (MFS MID CAP VALUE FUND A) |
30.85%
Feb 2009 – Feb 2012 |
27.58%
Feb 2009 – Feb 2014 |
16.74%
Feb 2009 – Feb 2019 |
13.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart