Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MVCJX (MFS MID CAP VALUE FUND R4) | 3.40% | 1.19% | 7.07% | 10.71% | 7.04% | 10.40% | 7.06% | 7.38% |
Data as of 07/10/2025, AR inception is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVCJX (MFS MID CAP VALUE FUND R4) | 04/07/2005 | 07/10/2025 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 1.19 | 7.07 | 10.71 | 7.04 | 10.40 | 7.06 | 7.38 | 3.40 | 4.06 | 11.10 | -12.03 | 24.72 | 4.24 | 30.90 | -11.43 | 13.66 | 15.70 | -2.44 | 10.33 | 36.58 | 18.84 | -1.76 | 27.31 | 40.16 | -41.72 | 2.00 | 11.03 | -1.42 |
| Sharpe Ratio | NA | -0.08 | 0.18 | 0.45 | 0.28 | NA | NA | 0.29 | 0.14 | -0.16 | 0.45 | -0.58 | 1.49 | 0.10 | 2.39 | -0.87 | 1.60 | 1.05 | -0.17 | 0.88 | 3.06 | 1.38 | -0.07 | 1.36 | 1.35 | -0.96 | -0.06 | 0.68 | -0.23 |
| Standard Deviation(%) | NA | 21.27 | 18.45 | 18.69 | 20.03 | NA | NA | 21.32 | 22.56 | 16.19 | 15.44 | 23.36 | 16.54 | 40.39 | 12.34 | 14.75 | 8.18 | 14.75 | 14.83 | 11.78 | 11.96 | 13.73 | 26.79 | 20.05 | 29.64 | 44.48 | 16.88 | 11.51 | 18.03 |
| Draw Down(%) | NA | 27.82 | 27.82 | 27.82 | 42.77 | NA | NA | 59.69 | 18.30 | 16.45 | 12.80 | 19.74 | 9.18 | 42.77 | 7.00 | 20.71 | 4.14 | 11.48 | 12.26 | 10.25 | 5.07 | 10.55 | 24.37 | 16.75 | 25.61 | 54.46 | 14.35 | 9.75 | 11.92 |
| Yield(%) | 0.00 | 1.18 | 1.58 | 1.86 | 2.81 | 5.35 | 3.76 | 3.99 | 0.00 | 1.26 | 1.65 | 1.43 | 1.44 | 1.04 | 2.91 | 5.49 | 3.91 | 1.63 | 4.51 | 7.12 | 6.95 | 1.30 | 0.79 | 1.00 | 1.02 | 1.06 | 9.75 | 3.71 | 0.00 |
Data as of 07/10/2025, AR inception is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCJX (MFS MID CAP VALUE FUND R4) |
-18.22%
Feb 2006 - Feb 2009 |
-3.04%
Aug 2005 - Aug 2010 |
5.95%
Apr 2015 - Apr 2025 |
6.02%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCJX (MFS MID CAP VALUE FUND R4) |
31.19%
Feb 2009 - Feb 2012 |
27.90%
Feb 2009 - Feb 2014 |
17.04%
Feb 2009 - Feb 2019 |
14.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart