Nasdaq - Delayed Quote USD

MFS Mid Cap Value R6 (MVCKX)

32.84 -0.12 (-0.36%)
At close: 6:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.50%
5y Average Return 11.24%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Jun 5, 2024) 31.08%
Worst 1Y Total Return (Jun 5, 2024) --
Best 3Y Total Return 31.08%
Worst 3Y Total Return 5.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MVCKX
Category
YTD
8.41%
21.28%
1-Month
4.05%
-1.96%
3-Month
4.57%
4.90%
1-Year
25.45%
55.83%
3-Year
6.55%
11.08%
5-Year
12.28%
11.93%
10-Year
9.17%
10.64%
Last Bull Market
26.23%
25.54%
Last Bear Market
-12.40%
-22.08%

Annual Total Return (%) History

Year
MVCKX
Category
2024
--
--
2023
12.92%
--
2022
-8.64%
--
2021
31.00%
--
2020
4.40%
2.63%
2019
31.08%
25.18%
2018
-11.31%
-12.86%
2017
13.84%
13.22%

2016
15.86%
18.06%
2015
-2.14%
-5.41%
2014
10.29%
9.31%
2013
--
35.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.96% -- -- --
2023 0.60% 5.51% -4.49% 11.38%
2022 -2.53% -12.40% -4.51% 12.06%
2021 13.45% 5.04% -0.26% 10.22%
2020 -30.83% 19.78% 5.36% 19.59%
2019 14.60% 4.66% 2.06% 7.08%
2018 -1.89% 2.35% 3.56% -14.72%
2017 3.60% 2.49% 2.48% 4.63%
2016 3.84% 2.08% 4.37% 4.73%
2015 3.58% -0.33% -7.85% 2.86%

2014 3.55% 4.99% -4.06% 5.73%
2013 3.25% 7.30% 9.08% --

Rank in Category (By Total Return)

YTD 21
1-Month 31
3-Month 29
1-Year 36
3-Year 24
5-Year 31

Load Adjusted Returns

1-Year 25.45%
3-Year 6.55%
5-Year 12.28%
10-Year 9.17%

Performance & Risk

YTD Return 7.50%
5y Average Return 11.24%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family MFS
Net Assets 16.94B
YTD Return 8.41%
Yield 1.45%
Morningstar Rating
Inception Date Nov 01, 2001

Fund Summary

The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.

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