Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCVIX (MFS MID CAP VALUE FUND I) | 8.11% | 15.35% | 12.81% | 6.07% | 9.21% | 10.20% | 8.71% | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCVIX (MFS MID CAP VALUE FUND I) | 11/02/2001 | 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 (%) | -0.56 | 15.35 | 12.81 | 6.07 | 9.21 | 10.20 | 8.71 | … | … | 8.11 | 6.33 | 13.88 | 12.80 | -11.97 | 24.89 | 4.27 | 30.83 | -11.44 | 13.69 | 15.61 | -2.34 | 10.30 | 36.56 | 18.86 | -1.81 | 27.37 | 40.23 | -41.72 | 2.00 | 11.22 | 8.18 | 22.32 | 34.73 | -12.13 | 11.50 |
| Sharpe Ratio | NA | 1.22 | 0.73 | 0.21 | 0.39 | NA | NA | … | … | 1.51 | 0.19 | 0.81 | 0.60 | -0.58 | 1.51 | 0.10 | 2.38 | -0.87 | 1.60 | 1.04 | -0.16 | 0.87 | 3.06 | 1.37 | -0.07 | 1.36 | 1.36 | -0.96 | -0.07 | 0.68 | 0.51 | 1.72 | 2.26 | -0.57 | 8.94 |
| Standard Deviation(%) | NA | 13.37 | 15.12 | 17.48 | 19.53 | NA | NA | … | … | 14.14 | 18.38 | 12.74 | 15.38 | 23.36 | 16.52 | 40.43 | 12.35 | 14.75 | 8.20 | 14.75 | 14.84 | 11.80 | 11.93 | 13.81 | 26.35 | 20.02 | 29.55 | 44.48 | 16.91 | 11.55 | 11.64 | 12.40 | 15.08 | 23.47 | 11.28 |
| Draw Down(%) | NA | 9.38 | 21.01 | 21.65 | 42.79 | NA | NA | … | … | 9.38 | 18.29 | 8.55 | 12.82 | 19.72 | 9.06 | 42.79 | 7.02 | 20.69 | 4.15 | 11.58 | 12.27 | 10.27 | 5.10 | 10.59 | 24.39 | 16.73 | 25.60 | 54.46 | 14.33 | 9.69 | 9.38 | 8.99 | 13.67 | 32.67 | 2.65 |
| Yield(%) | 0.00 | 8.05 | 7.95 | 4.86 | 5.40 | 7.06 | 6.38 | … | … | 0.00 | 8.06 | 11.23 | 3.17 | 1.40 | 1.42 | 1.02 | 2.82 | 5.39 | 3.85 | 1.62 | 4.42 | 6.99 | 6.81 | 1.28 | 0.78 | 0.98 | 1.00 | 1.04 | 9.72 | 3.76 | 11.68 | 10.30 | 0.25 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVIX (MFS MID CAP VALUE FUND I) |
-18.20%
Feb 2006 – Feb 2009 |
-6.92%
Feb 2004 – Feb 2009 |
5.98%
May 2002 – May 2012 |
5.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVIX (MFS MID CAP VALUE FUND I) |
31.24%
Feb 2009 – Feb 2012 |
27.94%
Feb 2009 – Feb 2014 |
17.05%
Feb 2009 – Feb 2019 |
14.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart