Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEIIX (MFS VALUE FUND I) | 5.69% | 14.76% | 13.77% | 6.35% | 9.15% | 10.25% | 8.43% | … | … |
Data as of 06/04/2026, Common starting date is 10/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIIX (MFS VALUE FUND I) | 10/30/1997 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 14.76 | 13.77 | 6.35 | 9.15 | 10.25 | 8.43 | … | … | 5.69 | 13.26 | 11.86 | 8.21 | -10.93 | 22.99 | 2.91 | 30.04 | -9.90 | 17.79 | 14.16 | -0.54 | 10.55 | 35.86 | 16.44 | 0.00 | 11.68 | 20.85 | -32.66 | 8.21 | 21.09 | 6.59 | 15.69 | 23.53 | -14.89 | -8.63 | 25.29 | 5.81 | 16.04 | -3.57 |
| Sharpe Ratio | NA | 1.07 | 0.88 | 0.26 | 0.44 | NA | NA | … | … | 0.79 | 0.70 | 0.83 | 0.39 | -0.60 | 1.90 | 0.08 | 2.47 | -0.76 | 2.51 | 1.06 | -0.04 | 0.96 | 3.26 | 1.33 | 0.00 | 0.69 | 0.76 | -0.81 | 0.31 | 1.79 | 0.44 | 1.52 | 1.59 | -0.74 | -0.78 | 1.44 | 0.22 | 0.99 | -0.78 |
| Standard Deviation(%) | NA | 10.34 | 12.00 | 14.30 | 16.77 | NA | NA | … | … | 11.26 | 14.89 | 9.89 | 11.92 | 20.82 | 12.11 | 35.14 | 11.57 | 14.89 | 6.85 | 13.18 | 15.10 | 10.92 | 10.98 | 12.46 | 22.77 | 16.92 | 27.49 | 41.15 | 16.18 | 9.91 | 9.90 | 9.66 | 14.37 | 21.61 | 14.49 | 14.67 | 11.13 | 12.70 | 29.83 |
| Draw Down(%) | NA | 6.76 | 13.19 | 17.58 | 36.70 | NA | NA | … | … | 6.76 | 12.62 | 7.37 | 9.57 | 17.58 | 4.78 | 36.70 | 5.58 | 20.01 | 3.46 | 8.62 | 11.54 | 7.61 | 5.14 | 10.59 | 20.21 | 14.81 | 28.41 | 45.16 | 9.24 | 8.02 | 6.08 | 5.12 | 14.30 | 27.59 | 21.07 | 12.14 | 10.84 | 12.22 | 10.55 |
| Yield(%) | 0.00 | 9.61 | 9.58 | 5.78 | 6.20 | 7.84 | 6.67 | … | … | 0.61 | 9.86 | 9.50 | 8.38 | 1.71 | 1.68 | 1.61 | 3.99 | 3.14 | 5.08 | 4.16 | 5.61 | 5.18 | 4.38 | 2.99 | 1.89 | 1.68 | 2.03 | 1.52 | 9.30 | 5.15 | 6.56 | 1.70 | 0.41 | 0.00 | 0.00 | 0.81 | 1.64 | 1.41 | 0.94 |
Data as of 06/04/2026, Common starting date is 10/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIIX (MFS VALUE FUND I) |
-11.90%
Feb 2006 – Feb 2009 |
-3.23%
Feb 2004 – Feb 2009 |
1.39%
Feb 1999 – Feb 2009 |
6.10%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIIX (MFS VALUE FUND I) |
22.68%
Sep 2011 – Sep 2014 |
21.53%
Feb 2009 – Feb 2014 |
14.73%
Feb 2009 – Feb 2019 |
12.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart