Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVCCX (MFS MID CAP VALUE FUND C) | 7.61% | 14.20% | 11.69% | 4.84% | 8.03% | 9.04% | 7.59% | … | … |
Data as of 06/10/2026, Common starting date is 11/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVCCX (MFS MID CAP VALUE FUND C) | 11/05/2001 | 06/10/2026 |
| 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 (%) | -0.57 | 14.20 | 11.69 | 4.84 | 8.03 | 9.04 | 7.59 | … | … | 7.61 | 5.29 | 12.74 | 11.68 | -13.16 | 23.07 | 3.24 | 29.57 | -12.35 | 12.55 | 14.57 | -3.43 | 9.23 | 35.17 | 17.67 | -2.76 | 26.04 | 38.76 | -42.27 | 1.02 | 10.12 | 7.09 | 20.64 | 33.48 | -12.91 | 10.11 |
| Sharpe Ratio | NA | 1.04 | 0.63 | 0.13 | 0.33 | NA | NA | … | … | 1.21 | 0.13 | 0.72 | 0.53 | -0.63 | 1.38 | 0.07 | 2.28 | -0.93 | 1.45 | 0.97 | -0.23 | 0.78 | 2.94 | 1.29 | -0.11 | 1.29 | 1.31 | -0.97 | -0.13 | 0.58 | 0.42 | 1.59 | 2.17 | -0.60 | 7.96 |
| Standard Deviation(%) | NA | 13.45 | 15.14 | 17.53 | 19.54 | NA | NA | … | … | 14.30 | 18.37 | 12.76 | 15.39 | 23.40 | 16.70 | 40.39 | 12.31 | 14.76 | 8.24 | 14.73 | 14.88 | 11.83 | 11.95 | 13.79 | 26.38 | 20.07 | 29.50 | 44.44 | 16.91 | 11.58 | 11.60 | 12.36 | 15.13 | 23.42 | 11.06 |
| Draw Down(%) | NA | 9.49 | 21.29 | 22.68 | 42.80 | NA | NA | … | … | 9.49 | 18.45 | 8.61 | 13.04 | 20.30 | 9.58 | 42.80 | 7.02 | 20.91 | 4.18 | 11.57 | 12.49 | 10.51 | 5.23 | 10.74 | 24.57 | 16.93 | 25.73 | 54.68 | 14.79 | 9.94 | 9.54 | 9.05 | 13.82 | 32.90 | 2.65 |
| Yield(%) | 0.00 | 7.93 | 7.61 | 4.28 | 4.48 | 5.83 | 5.20 | … | … | 0.00 | 7.91 | 11.23 | 2.34 | 0.56 | 0.30 | 0.14 | 1.85 | 4.76 | 3.38 | 0.75 | 4.17 | 6.65 | 6.26 | 0.31 | 0.00 | 0.00 | 0.00 | 0.10 | 9.00 | 3.11 | 12.04 | 10.13 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCCX (MFS MID CAP VALUE FUND C) |
-19.00%
Feb 2006 – Feb 2009 |
-7.90%
Feb 2004 – Feb 2009 |
4.90%
May 2002 – May 2012 |
4.88%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCCX (MFS MID CAP VALUE FUND C) |
29.88%
Feb 2009 – Feb 2012 |
26.64%
Feb 2009 – Feb 2014 |
15.87%
Feb 2009 – Feb 2019 |
13.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart