Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEICX (MFS VALUE FUND C) | 4.83% | 13.16% | 12.49% | 5.19% | 8.00% | 9.11% | 7.31% | … | … |
Data as of 06/04/2026, Common starting date is 06/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEICX (MFS VALUE FUND C) | 06/25/1998 | 06/04/2026 |
| 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 13.16 | 12.49 | 5.19 | 8.00 | 9.11 | 7.31 | … | … | 4.83 | 12.11 | 10.76 | 7.13 | -11.89 | 21.73 | 1.84 | 28.76 | -10.75 | 16.56 | 13.02 | -1.52 | 9.46 | 34.49 | 15.27 | -0.94 | 10.54 | 19.63 | -33.30 | 6.85 | 19.89 | 5.53 | 14.60 | 23.84 | -14.20 | -8.45 | 28.66 | 6.23 | 4.34 |
| Sharpe Ratio | NA | 0.92 | 0.77 | 0.17 | 0.37 | NA | NA | … | … | 0.60 | 0.62 | 0.72 | 0.29 | -0.64 | 1.79 | 0.05 | 2.36 | -0.82 | 2.33 | 0.97 | -0.10 | 0.87 | 3.14 | 1.23 | -0.04 | 0.62 | 0.71 | -0.83 | 0.23 | 1.67 | 0.33 | 1.41 | 1.61 | -0.71 | -0.76 | 1.61 | 0.26 | 0.36 |
| Standard Deviation(%) | NA | 10.36 | 12.01 | 14.31 | 16.77 | NA | NA | … | … | 11.34 | 14.88 | 9.89 | 11.91 | 20.84 | 12.12 | 35.13 | 11.57 | 14.89 | 6.84 | 13.13 | 15.11 | 10.91 | 10.98 | 12.48 | 22.79 | 16.92 | 27.44 | 41.18 | 16.16 | 9.90 | 9.93 | 9.69 | 14.38 | 21.72 | 14.49 | 15.22 | 11.00 | 14.66 |
| Draw Down(%) | NA | 7.22 | 13.49 | 18.22 | 36.75 | NA | NA | … | … | 7.22 | 12.70 | 7.42 | 9.80 | 18.17 | 4.86 | 36.75 | 5.63 | 20.70 | 3.58 | 8.75 | 11.73 | 7.70 | 5.21 | 10.77 | 20.56 | 14.96 | 28.54 | 45.60 | 9.31 | 8.11 | 6.19 | 5.28 | 14.47 | 27.24 | 21.17 | 12.28 | 11.06 | 12.32 |
| Yield(%) | 0.00 | 8.37 | 8.50 | 4.82 | 4.93 | 6.18 | 5.21 | … | … | 0.00 | 8.98 | 8.57 | 7.49 | 0.76 | 0.55 | 0.69 | 2.93 | 2.18 | 4.05 | 3.16 | 4.70 | 4.22 | 3.29 | 1.95 | 0.91 | 0.71 | 1.06 | 0.67 | 8.04 | 4.14 | 5.65 | 0.84 | 0.68 | 0.75 | 0.29 | 3.98 | 2.21 | 0.56 |
Data as of 06/04/2026, Common starting date is 06/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEICX (MFS VALUE FUND C) |
-12.83%
Feb 2006 – Feb 2009 |
-4.23%
Feb 2004 – Feb 2009 |
1.32%
Feb 1999 – Feb 2009 |
5.33%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEICX (MFS VALUE FUND C) |
21.48%
Sep 2011 – Sep 2014 |
20.32%
Feb 2009 – Feb 2014 |
13.59%
Feb 2009 – Feb 2019 |
11.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart