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MFS Value A (MEIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.36-0.08 (-0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.95%
5-year average return9.00%
Number of years up20
Number of years down7
Best 1-yr total return (20 Jun 2024)35.48%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return35.48%
Worst 3-yr total return6.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMEIAXCategory
YTD7.67%4.44%
1-month2.92%-4.04%
3-month3.45%4.09%
1-year20.79%14.37%
3-year5.48%6.04%
5-year10.53%9.20%
10-year8.87%8.57%
Last bull market21.28%22.97%
Last bear market-9.96%-11.27%

Annual total return (%) history

Year
MEIAXCategory
2024
N/AN/A
2023
7.89%11.63%
2022
-6.13%-5.90%
2021
25.08%26.22%
2020
3.66%2.91%
2019
29.74%25.04%
2018
-10.07%-8.53%
2017
17.45%15.94%
2016
13.86%14.81%
2015
-0.79%-4.05%
2014
10.29%10.21%
2013
35.48%31.21%
2012
16.13%14.57%
2011
-0.21%-0.75%
2010
11.41%13.66%
2009
20.48%24.13%
2008
-32.85%-37.09%
2007
7.61%1.42%
2006
20.67%18.15%
2005
6.22%5.95%
2004
15.08%12.97%
2003
24.70%28.44%
2002
-13.70%-18.69%
2001
-7.79%-4.99%
2000
29.39%7.87%
1999
6.81%6.72%
1998
17.09%12.00%
1997
33.93%26.61%
1996
N/A20.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.76%N/AN/AN/A
2023-1.52%3.53%-3.29%9.42%
2022-3.69%-9.96%-4.62%13.50%
20218.58%5.57%0.59%8.48%
2020-23.82%14.23%5.86%12.53%
201912.73%5.02%2.40%7.02%
2018-3.06%-0.67%5.65%-11.61%
20174.73%4.07%2.73%4.90%
20162.17%4.36%2.27%4.41%
20150.70%0.44%-7.05%5.52%
20141.25%3.37%-0.35%5.75%
201312.06%3.93%5.37%10.40%
201212.43%-3.99%6.86%0.68%
20115.99%-0.42%-15.38%11.73%
20104.49%-11.22%9.83%9.35%
2009-12.39%16.46%12.70%4.77%
2008-9.29%-1.68%-6.74%-19.26%
20072.13%5.87%1.22%-1.67%
20065.07%0.91%5.76%7.62%
20050.91%0.13%3.44%1.63%
20041.78%1.62%1.16%10.00%
2003-6.25%14.49%1.96%13.94%
20023.47%-6.79%-15.42%5.80%
2001-8.08%3.95%-11.13%8.58%
20001.32%5.42%10.57%9.55%
1999-0.46%9.79%-6.76%4.82%
199810.02%0.98%-5.69%11.76%
19973.03%13.74%9.64%4.25%
19963.68%5.73%8.35%N/A

Rank in category (by total return)

YTD52
1-month57
3-month60
1-year65
3-year68
5-year69

Load adjusted returns

1-year13.84%
3-year3.42%
5-year9.23%
10-year8.23%