Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEIIX (MFS VALUE FUND I) | 5.30% | 3.14% | 3.99% | 8.12% | 6.65% | 9.66% | 7.57% | 7.58% |
| VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | 4.58% | 11.71% | 11.94% | 15.25% | 10.16% | 11.94% | 8.67% | 8.17% |
Data as of 06/26/2025, AR inception is 10/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIIX (MFS VALUE FUND I) | 10/30/1997 | 06/26/2025 |
| VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | 12/28/1992 | 06/26/2025 |
| Ticker/Portfolio | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | MEIIX (MFS VALUE FUND I) | 1.27 | 3.14 | 3.99 | 8.12 | 6.65 | 9.66 | 7.57 | 7.58 | 5.30 | 4.30 | 1.38 | -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 | NA | NA | NA | NA | NA |
| VIVAX (VANGUA...R SHARES) | 1.58 | 11.71 | 11.94 | 15.25 | 10.16 | 11.94 | 8.67 | 8.17 | 4.58 | 15.85 | 9.08 | -2.17 | 26.32 | 2.18 | 25.66 | -5.56 | 16.98 | 16.75 | -1.06 | 13.05 | 32.84 | 15.00 | 0.98 | 14.27 | 19.55 | -35.97 | 0.08 | 22.15 | 7.08 | 15.29 | 32.24 | -20.93 | -11.96 | 6.08 | 12.57 | 14.64 | 29.77 | 21.78 | 37.03 | -0.65 | 18.25 | -0.38 | |
| Sharpe Ratio | MEIIX (MFS VALUE FUND I) | NA | -0.12 | 0.13 | 0.33 | 0.29 | NA | NA | 0.33 | 0.30 | -0.19 | -0.22 | -0.59 | 1.90 | 0.08 | 2.48 | -0.76 | 2.52 | 1.06 | -0.04 | 0.96 | 3.26 | 1.33 | 0.00 | 0.69 | 0.76 | -0.81 | 0.32 | 1.81 | 0.45 | 1.53 | 1.59 | -0.74 | -0.77 | 1.44 | 0.23 | 1.00 | -0.78 | NA | NA | NA | NA | NA |
| VIVAX (VANGUA...R SHARES) | NA | 0.38 | 0.70 | 0.80 | 0.49 | NA | NA | 0.42 | 0.17 | 0.89 | 0.41 | -0.19 | 2.06 | 0.05 | 2.11 | -0.44 | 2.33 | 1.25 | -0.07 | 1.20 | 2.95 | 1.19 | 0.04 | 0.77 | 0.62 | -0.84 | -0.17 | 2.00 | 0.46 | 1.34 | 1.85 | -0.80 | -0.72 | 0.10 | 0.56 | 0.59 | 1.56 | 1.60 | 4.18 | -0.36 | 1.90 | -5.13 | |
| Standard Deviation(%) | MEIIX (MFS VALUE FUND I) | NA | 16.98 | 15.98 | 15.61 | 17.47 | NA | NA | 17.90 | 19.11 | 12.39 | 13.36 | 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 | NA | NA | NA | NA | NA |
| VIVAX (VANGUA...R SHARES) | NA | 15.74 | 14.33 | 14.84 | 17.30 | NA | NA | 18.39 | 19.62 | 10.43 | 11.88 | 18.81 | 12.78 | 35.67 | 11.48 | 15.75 | 7.06 | 13.28 | 15.42 | 10.88 | 11.13 | 12.69 | 23.88 | 18.35 | 31.56 | 43.62 | 16.95 | 9.49 | 10.60 | 10.67 | 17.02 | 27.48 | 20.18 | 19.00 | 16.75 | 19.19 | 16.73 | 11.32 | 7.95 | 10.02 | 8.46 | 5.82 | |
| Draw Down(%) | MEIIX (MFS VALUE FUND I) | NA | 19.06 | 19.06 | 19.06 | 36.70 | NA | NA | 52.64 | 12.62 | 13.63 | 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 | NA | NA | NA | NA | NA |
| VIVAX (VANGUA...R SHARES) | NA | 14.43 | 14.43 | 17.17 | 36.81 | NA | NA | 59.38 | 13.69 | 7.38 | 9.88 | 17.17 | 5.34 | 36.81 | 6.57 | 17.48 | 4.06 | 9.65 | 12.95 | 7.58 | 4.98 | 9.85 | 21.02 | 15.43 | 32.33 | 48.17 | 12.90 | 6.83 | 6.47 | 7.25 | 15.87 | 35.52 | 27.75 | 13.24 | 14.63 | 21.02 | 10.32 | 8.51 | 3.03 | 8.97 | 4.28 | 0.39 | |
| Yield(%) | MEIIX (MFS VALUE FUND I) | 0.00 | 1.38 | 1.73 | 2.14 | 3.31 | 5.49 | 4.80 | 5.84 | 0.50 | 1.90 | 1.77 | 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 | NA | NA | NA | NA | NA |
| VIVAX (VANGUA...R SHARES) | 0.00 | 2.30 | 2.47 | 3.28 | 3.33 | 5.18 | 3.98 | 8.48 | 0.56 | 2.46 | 2.49 | 2.27 | 2.53 | 2.41 | 2.92 | 2.37 | 2.47 | 2.69 | 2.37 | 2.32 | 2.63 | 2.85 | 2.45 | 2.44 | 3.08 | 2.57 | 2.57 | 2.61 | 2.62 | 2.43 | 2.46 | 1.66 | 5.73 | 5.98 | 10.26 | 6.48 | 6.60 | 6.38 | 3.59 | 4.61 | 4.26 | 0.67 |
Data as of 06/26/2025, AR inception 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 |
| VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) |
-16.70%
Feb 2006 - Feb 2009 |
-6.46%
Feb 2004 - Feb 2009 |
-2.00%
Feb 1999 - Feb 2009 |
4.43%
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 |
11.99%
Feb 2009 - Feb 2024 |
| VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) |
24.55%
Feb 2009 - Feb 2012 |
22.44%
Feb 2009 - Feb 2014 |
15.87%
Feb 2009 - Feb 2019 |
14.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart