Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEIAX (MFS VALUE FUND A) | 8.02% | 2.68% | 3.96% | 6.97% | 6.87% | 9.34% | 7.29% | 8.26% |
Data as of 07/25/2025, AR inception is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIAX (MFS VALUE FUND A) | 12/20/1996 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 2.68 | 3.96 | 6.97 | 6.87 | 9.34 | 7.29 | 8.26 | 8.02 | 4.00 | 1.07 | -11.17 | 22.67 | 2.63 | 29.73 | -10.07 | 17.45 | 13.85 | -0.79 | 10.29 | 35.48 | 16.13 | -0.21 | 11.41 | 20.48 | -32.81 | 7.72 | 20.66 | 6.23 | 15.13 | 25.28 | -13.69 | -7.79 | 29.46 | 6.83 | 17.10 | 18.84 | -1.53 |
| Sharpe Ratio | NA | -0.03 | 0.04 | 0.32 | 0.31 | NA | NA | 0.37 | 0.66 | -0.21 | -0.24 | -0.61 | 1.87 | 0.07 | 2.45 | -0.77 | 2.47 | 1.04 | -0.05 | 0.94 | 3.23 | 1.30 | -0.01 | 0.67 | 0.74 | -0.81 | 0.29 | 1.76 | 0.41 | 1.47 | 1.70 | -0.68 | -0.71 | 1.66 | 0.33 | 1.08 | 0.93 | -3.32 |
| Standard Deviation(%) | NA | 16.92 | 15.72 | 15.44 | 17.45 | NA | NA | 17.80 | 17.67 | 12.42 | 13.36 | 20.82 | 12.11 | 35.14 | 11.56 | 14.88 | 6.85 | 13.14 | 15.12 | 10.91 | 10.97 | 12.45 | 22.76 | 16.93 | 27.47 | 41.72 | 16.18 | 9.91 | 9.94 | 9.66 | 14.43 | 21.66 | 14.48 | 15.29 | 11.01 | 12.79 | 16.34 | 15.39 |
| Draw Down(%) | NA | 19.16 | 19.16 | 19.16 | 36.71 | NA | NA | 52.81 | 12.63 | 13.69 | 9.63 | 17.72 | 4.79 | 36.71 | 5.61 | 20.15 | 3.47 | 8.66 | 11.59 | 7.64 | 5.16 | 10.64 | 20.29 | 14.83 | 28.43 | 45.29 | 9.28 | 8.05 | 6.13 | 5.19 | 13.98 | 26.97 | 20.80 | 12.19 | 10.94 | 12.29 | 16.48 | 2.01 |
| Yield(%) | 0.00 | 1.16 | 1.47 | 1.72 | 3.09 | 4.88 | 4.32 | 6.71 | 0.44 | 1.64 | 1.53 | 1.48 | 1.41 | 1.39 | 3.74 | 2.92 | 4.81 | 3.91 | 5.39 | 4.94 | 4.11 | 2.74 | 1.65 | 1.44 | 1.77 | 1.22 | 8.85 | 4.80 | 6.24 | 1.25 | 1.76 | 1.32 | 0.81 | 4.64 | 2.80 | 2.70 | 1.16 | 1.25 |
Data as of 07/25/2025, AR inception is 12/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIAX (MFS VALUE FUND A) |
-12.19%
Feb 2006 - Feb 2009 |
-3.59%
Feb 2004 - Feb 2009 |
2.03%
Feb 1999 - Feb 2009 |
6.06%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIAX (MFS VALUE FUND A) |
22.39%
Sep 2011 - Sep 2014 |
21.21%
Feb 2009 - Feb 2014 |
14.44%
Feb 2009 - Feb 2019 |
11.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart