Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCVRX (MFS MID CAP VALUE FUND R2) | 8.30% | 17.24% | 13.34% | 5.43% | 8.55% | 9.54% | 7.99% | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCVRX (MFS MID CAP VALUE FUND R2) | 11/03/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 17.24 | 13.34 | 5.43 | 8.55 | 9.54 | 7.99 | … | … | 8.30 | 5.83 | 13.29 | 12.25 | -12.57 | 23.89 | 3.76 | 30.22 | -11.88 | 13.10 | 15.13 | -2.92 | 9.80 | 35.86 | 18.18 | -2.26 | 26.75 | 39.48 | -41.97 | 1.33 | 10.60 | 7.45 | 20.95 | 6.63 |
| Sharpe Ratio | NA | 1.04 | 0.68 | 0.16 | 0.36 | NA | NA | … | … | 1.24 | 0.16 | 0.76 | 0.56 | -0.60 | 1.44 | 0.09 | 2.33 | -0.90 | 1.52 | 1.01 | -0.20 | 0.83 | 3.00 | 1.33 | -0.09 | 1.33 | 1.34 | -0.96 | -0.11 | 0.63 | 0.45 | 1.61 | 4.85 |
| Standard Deviation(%) | NA | 13.37 | 15.22 | 17.49 | 19.53 | NA | NA | … | … | 14.34 | 18.37 | 12.74 | 15.37 | 23.38 | 16.61 | 40.42 | 12.32 | 14.75 | 8.23 | 14.79 | 14.84 | 11.82 | 11.96 | 13.77 | 26.76 | 19.99 | 29.50 | 44.54 | 16.93 | 11.53 | 11.61 | 12.42 | 10.14 |
| Draw Down(%) | NA | 9.41 | 21.13 | 22.17 | 42.76 | NA | NA | … | … | 9.41 | 18.35 | 8.59 | 12.94 | 20.02 | 9.34 | 42.76 | 7.03 | 20.80 | 4.18 | 11.56 | 12.39 | 10.35 | 5.18 | 10.62 | 24.47 | 16.83 | 25.65 | 54.58 | 14.59 | 9.82 | 9.49 | 9.10 | 2.76 |
| Yield(%) | 0.00 | 8.19 | 8.00 | 4.56 | 4.88 | 6.33 | 5.58 | … | … | 0.00 | 8.04 | 11.29 | 2.70 | 0.99 | 0.85 | 0.57 | 2.38 | 4.99 | 3.44 | 1.18 | 4.19 | 6.90 | 6.51 | 0.72 | 0.29 | 0.46 | 0.49 | 0.75 | 9.49 | 3.25 | 11.89 | 10.03 | 0.11 |
Data as of 06/05/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVRX (MFS MID CAP VALUE FUND R2) |
-18.66%
Feb 2006 – Feb 2009 |
-7.55%
Feb 2004 – Feb 2009 |
5.70%
Jan 2006 – Jan 2016 |
5.38%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCVRX (MFS MID CAP VALUE FUND R2) |
30.58%
Feb 2009 – Feb 2012 |
27.30%
Feb 2009 – Feb 2014 |
16.46%
Feb 2009 – Feb 2019 |
13.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart