Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVCKX (MFS MID CAP VALUE FUND R6) | 9.63% | 18.82% | 14.39% | 6.31% | 9.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVCKX (MFS MID CAP VALUE FUND R6) | 02/01/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 18.82 | 14.39 | 6.31 | 9.39 | NA | NA | … | … | 9.63 | 6.47 | 14.01 | 12.92 | -11.85 | 25.03 | 4.40 | 31.08 | -11.31 | 13.84 | 15.86 | -2.28 | 10.43 | 20.45 |
| Sharpe Ratio | NA | 1.09 | 0.73 | 0.21 | 0.39 | NA | NA | … | … | 1.28 | 0.20 | 0.82 | 0.61 | -0.57 | 1.51 | 0.10 | 2.40 | -0.87 | 1.61 | 1.06 | -0.16 | 0.88 | 1.68 |
| Standard Deviation(%) | NA | 13.40 | 15.22 | 17.48 | 19.53 | NA | NA | … | … | 14.39 | 18.39 | 12.75 | 15.37 | 23.34 | 16.53 | 40.45 | 12.31 | 14.73 | 8.21 | 14.76 | 14.85 | 11.82 | 13.47 |
| Draw Down(%) | NA | 9.36 | 20.95 | 21.58 | 42.75 | NA | NA | … | … | 9.36 | 18.26 | 8.54 | 12.76 | 19.66 | 9.06 | 42.75 | 7.00 | 20.67 | 4.10 | 11.47 | 12.22 | 10.22 | 6.47 |
| Yield(%) | 0.00 | 8.28 | 8.27 | 4.93 | 5.50 | 5.54 | 4.15 | … | … | 0.00 | 8.17 | 11.34 | 3.30 | 1.51 | 1.56 | 1.15 | 2.97 | 5.52 | 4.01 | 1.75 | 4.55 | 7.07 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCKX (MFS MID CAP VALUE FUND R6) |
-4.04%
Mar 2017 – Mar 2020 |
0.01%
Mar 2015 – Mar 2020 |
6.27%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCKX (MFS MID CAP VALUE FUND R6) |
19.60%
Dec 2018 – Dec 2021 |
15.85%
Mar 2020 – Mar 2025 |
10.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart