Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEIKX (MFS VALUE FUND R6) | 7.18% | 4.79% | 5.16% | 7.91% | 7.01% | 10.15% | NA | 7.07% |
Data as of 07/02/2025, AR inception is 06/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIKX (MFS VALUE FUND R6) | 06/27/2006 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.14 | 4.79 | 5.16 | 7.91 | 7.01 | 10.15 | NA | 7.07 | 7.18 | 4.35 | 1.44 | -10.86 | 23.13 | 3.00 | 30.18 | -9.78 | 17.86 | 13.81 | -0.42 | 10.68 | 35.96 | 16.58 | -0.05 | 11.54 | 20.76 | -32.75 | 0.60 | 13.87 |
| Sharpe Ratio | NA | 0.02 | 0.05 | 0.40 | 0.31 | NA | NA | 0.31 | 0.49 | -0.18 | -0.21 | -0.59 | 1.91 | 0.08 | 2.49 | -0.75 | 2.53 | 1.03 | -0.03 | 0.98 | 3.28 | 1.34 | 0.00 | 0.68 | 0.75 | -0.81 | -0.13 | 2.59 |
| Standard Deviation(%) | NA | 17.01 | 15.89 | 15.53 | 17.48 | NA | NA | 19.44 | 18.78 | 12.42 | 13.38 | 20.82 | 12.11 | 35.16 | 11.58 | 14.87 | 6.84 | 13.15 | 15.10 | 10.92 | 10.97 | 12.44 | 22.78 | 16.90 | 27.49 | 41.22 | 18.69 | 9.86 |
| Draw Down(%) | NA | 19.07 | 19.07 | 19.07 | 36.68 | NA | NA | 55.79 | 12.61 | 13.68 | 9.55 | 17.50 | 4.77 | 36.68 | 5.59 | 19.89 | 3.43 | 8.63 | 11.50 | 7.58 | 5.16 | 10.50 | 20.25 | 14.82 | 28.40 | 45.18 | 11.98 | 3.15 |
| Yield(%) | 0.00 | 1.47 | 1.88 | 2.22 | 3.46 | 5.89 | 3.87 | 4.08 | 0.53 | 2.03 | 1.89 | 1.84 | 1.81 | 1.72 | 4.13 | 3.26 | 5.22 | 3.87 | 5.75 | 5.30 | 4.52 | 3.01 | 1.80 | 1.59 | 1.94 | 1.45 | 1.56 | 1.40 |
Data as of 07/02/2025, AR inception is 06/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIKX (MFS VALUE FUND R6) |
-11.18%
Jun 2007 - Jun 2010 |
-3.14%
Sep 2006 - Sep 2011 |
5.58%
Oct 2006 - Oct 2016 |
6.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIKX (MFS VALUE FUND R6) |
22.80%
Sep 2011 - Sep 2014 |
21.50%
Feb 2009 - Feb 2014 |
14.73%
Feb 2009 - Feb 2019 |
12.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart