Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCBVX (MFS MID CAP VALUE FUND B) | 9.07% | 17.75% | 13.13% | 5.04% | 8.08% | 9.04% | 7.49% | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCBVX (MFS MID CAP VALUE FUND B) | 11/05/2001 | 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.39 | 17.75 | 13.13 | 5.04 | 8.08 | 9.04 | 7.49 | … | … | 9.07 | 5.32 | 12.73 | 11.68 | -13.13 | 23.11 | 3.22 | 29.59 | -12.34 | 12.55 | 14.55 | -3.37 | 9.21 | 35.16 | 17.66 | -2.76 | 26.02 | 38.90 | -42.35 | 1.08 | 10.13 | 7.09 | 20.66 | 33.52 | -13.09 | 10.33 |
| Sharpe Ratio | NA | 0.99 | 0.64 | 0.13 | 0.33 | NA | NA | … | … | 1.19 | 0.13 | 0.71 | 0.53 | -0.63 | 1.38 | 0.07 | 2.29 | -0.93 | 1.46 | 0.97 | -0.23 | 0.78 | 2.94 | 1.29 | -0.11 | 1.29 | 1.32 | -0.97 | -0.12 | 0.59 | 0.41 | 1.59 | 2.16 | -0.61 | 8.10 |
| Standard Deviation(%) | NA | 13.37 | 15.22 | 17.51 | 19.53 | NA | NA | … | … | 14.33 | 18.39 | 12.76 | 15.36 | 23.38 | 16.67 | 40.38 | 12.30 | 14.77 | 8.15 | 14.72 | 14.84 | 11.77 | 11.94 | 13.74 | 26.36 | 20.09 | 29.47 | 44.37 | 16.96 | 11.52 | 11.65 | 12.38 | 15.15 | 23.51 | 11.18 |
| Draw Down(%) | NA | 9.48 | 21.29 | 22.67 | 42.81 | NA | NA | … | … | 9.48 | 18.46 | 8.61 | 13.03 | 20.33 | 9.52 | 42.81 | 7.08 | 20.91 | 4.21 | 11.60 | 12.51 | 10.49 | 5.16 | 10.73 | 24.61 | 16.92 | 25.70 | 54.68 | 14.74 | 9.95 | 9.47 | 9.05 | 13.82 | 32.90 | 2.65 |
| Yield(%) | 0.00 | 7.46 | 7.45 | 4.04 | 4.24 | 5.56 | 4.90 | … | … | 0.00 | 7.31 | 10.97 | 2.18 | 0.43 | 0.22 | 0.05 | 1.77 | 4.75 | 3.37 | 0.60 | 4.16 | 6.64 | 6.25 | 0.15 | 0.00 | 0.00 | 0.00 | 0.02 | 8.98 | 3.11 | 12.04 | 10.13 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MCBVX (MFS MID CAP VALUE FUND B) |
-19.02%
Feb 2006 – Feb 2009 |
-7.91%
Feb 2004 – Feb 2009 |
4.90%
May 2002 – May 2012 |
4.87%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBVX (MFS MID CAP VALUE FUND B) |
29.94%
Feb 2009 – Feb 2012 |
26.66%
Feb 2009 – Feb 2014 |
15.88%
Feb 2009 – Feb 2019 |
13.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart