Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFEBX (MFS VALUE FUND B) | 3.24% | 10.98% | 11.92% | 4.97% | 7.91% | 8.95% | 7.23% | … | … |
Data as of 06/03/2026, Common starting date is 06/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFEBX (MFS VALUE FUND B) | 06/16/1998 | 06/03/2026 |
| 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 (%) | -1.11 | 10.98 | 11.92 | 4.97 | 7.91 | 8.95 | 7.23 | … | … | 3.24 | 12.12 | 10.76 | 7.13 | -11.85 | 21.76 | 1.83 | 28.75 | -10.74 | 16.58 | 13.00 | -1.54 | 9.48 | 34.45 | 15.31 | -0.97 | 10.54 | 19.67 | -33.28 | 6.84 | 19.85 | 5.56 | 14.37 | 23.87 | -14.19 | -8.44 | 28.60 | 6.21 | 7.29 |
| Sharpe Ratio | NA | 0.92 | 0.77 | 0.18 | 0.38 | NA | NA | … | … | 0.61 | 0.62 | 0.72 | 0.29 | -0.64 | 1.79 | 0.04 | 2.36 | -0.82 | 2.34 | 0.97 | -0.10 | 0.87 | 3.13 | 1.23 | -0.04 | 0.62 | 0.71 | -0.83 | 0.23 | 1.66 | 0.33 | 1.38 | 1.61 | -0.71 | -0.77 | 1.60 | 0.26 | 0.72 |
| Standard Deviation(%) | NA | 10.37 | 12.01 | 14.30 | 16.76 | NA | NA | … | … | 11.30 | 14.88 | 9.89 | 11.92 | 20.82 | 12.12 | 35.12 | 11.56 | 14.88 | 6.85 | 13.15 | 15.10 | 10.93 | 10.98 | 12.48 | 22.77 | 16.92 | 27.46 | 41.16 | 16.16 | 9.94 | 9.93 | 9.70 | 14.34 | 21.71 | 14.44 | 15.23 | 11.02 | 14.57 |
| Draw Down(%) | NA | 7.17 | 13.48 | 18.20 | 36.75 | NA | NA | … | … | 7.17 | 12.70 | 7.41 | 9.80 | 18.16 | 4.86 | 36.75 | 5.64 | 20.71 | 3.56 | 8.73 | 11.72 | 7.69 | 5.19 | 10.73 | 20.55 | 14.97 | 28.53 | 45.59 | 9.30 | 8.06 | 6.19 | 5.27 | 14.46 | 27.23 | 21.16 | 12.27 | 11.04 | 12.38 |
| Yield(%) | 0.00 | 8.14 | 8.34 | 4.74 | 4.87 | 6.03 | 5.14 | … | … | 0.00 | 8.74 | 8.38 | 7.38 | 0.71 | 0.50 | 0.65 | 2.87 | 2.16 | 4.01 | 3.11 | 4.65 | 4.17 | 3.25 | 1.91 | 0.86 | 0.65 | 0.98 | 0.63 | 7.98 | 4.12 | 5.64 | 0.65 | 0.66 | 0.74 | 0.29 | 3.94 | 2.19 | 2.00 |
Data as of 06/03/2026, Common starting date is 06/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEBX (MFS VALUE FUND B) |
-12.81%
Feb 2006 – Feb 2009 |
-4.24%
Feb 2004 – Feb 2009 |
1.30%
Feb 1999 – Feb 2009 |
5.32%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEBX (MFS VALUE FUND B) |
21.47%
Sep 2011 – Sep 2014 |
20.30%
Feb 2009 – Feb 2014 |
13.59%
Feb 2009 – Feb 2019 |
11.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart