Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEIGX (MFS VALUE FUND R1) | 4.82% | 13.17% | 12.49% | 5.17% | 7.99% | 9.11% | 7.29% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIGX (MFS VALUE FUND R1) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 13.17 | 12.49 | 5.17 | 7.99 | 9.11 | 7.29 | … | … | 4.82 | 12.12 | 10.77 | 7.12 | -11.94 | 21.71 | 1.83 | 28.75 | -10.78 | 16.61 | 13.02 | -1.52 | 9.45 | 34.49 | 15.28 | -0.94 | 10.52 | 19.69 | -33.36 | 7.02 | 19.45 | -0.91 |
| Sharpe Ratio | NA | 0.92 | 0.77 | 0.17 | 0.37 | NA | NA | … | … | 0.59 | 0.62 | 0.72 | 0.29 | -0.64 | 1.79 | 0.04 | 2.36 | -0.82 | 2.34 | 0.97 | -0.10 | 0.86 | 3.14 | 1.23 | -0.04 | 0.62 | 0.73 | -0.83 | 0.24 | 1.62 | -0.31 |
| Standard Deviation(%) | NA | 10.37 | 12.01 | 14.31 | 16.77 | NA | NA | … | … | 11.33 | 14.87 | 9.89 | 11.90 | 20.85 | 12.13 | 35.13 | 11.56 | 14.89 | 6.85 | 13.17 | 15.11 | 10.92 | 10.99 | 12.48 | 23.02 | 16.90 | 26.98 | 41.20 | 16.16 | 9.91 | 11.68 |
| Draw Down(%) | NA | 7.23 | 13.48 | 18.23 | 36.76 | NA | NA | … | … | 7.23 | 12.71 | 7.41 | 9.81 | 18.17 | 4.86 | 36.76 | 5.63 | 20.73 | 3.58 | 8.75 | 11.73 | 7.70 | 5.21 | 10.76 | 20.56 | 14.96 | 28.53 | 45.65 | 9.32 | 8.13 | 5.98 |
| Yield(%) | 0.00 | 8.52 | 8.63 | 4.88 | 4.99 | 6.24 | 5.25 | … | … | 0.00 | 9.14 | 8.70 | 7.59 | 0.77 | 0.57 | 0.74 | 2.97 | 2.23 | 4.11 | 3.17 | 4.71 | 4.24 | 3.30 | 1.96 | 0.92 | 0.73 | 1.10 | 0.69 | 8.36 | 3.91 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIGX (MFS VALUE FUND R1) |
-12.90%
Feb 2006 – Feb 2009 |
-2.48%
May 2007 – May 2012 |
5.49%
May 2007 – May 2017 |
5.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIGX (MFS VALUE FUND R1) |
20.90%
Feb 2009 – Feb 2012 |
20.31%
Feb 2009 – Feb 2014 |
13.59%
Feb 2009 – Feb 2019 |
11.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart