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MFS Value I (MEIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.04-0.02 (-0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.58%
5-year average return9.47%
Number of years up20
Number of years down6
Best 1-yr total return (23 Apr 2024)35.86%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return35.86%
Worst 3-yr total return6.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMEIIXCategory
YTD8.81%17.52%
1-month4.51%-0.87%
3-month8.81%5.51%
1-year19.45%42.88%
3-year8.53%11.93%
5-year10.72%12.07%
10-year9.46%10.95%
Last bull market38.30%23.18%
Last bear market-9.90%-17.87%

Annual total return (%) history

Year
MEIIXCategory
2024
N/AN/A
2023
8.18%N/A
2022
-5.90%N/A
2021
25.40%N/A
2020
3.93%2.91%
2019
30.05%25.04%
2018
-9.86%-8.53%
2017
17.76%15.94%
2016
14.13%14.81%
2015
-0.54%-4.05%
2014
10.55%10.21%
2013
35.86%31.21%
2012
16.44%14.57%
2011
0.01%-0.75%
2010
11.68%13.66%
2009
20.82%24.13%
2008
-32.65%-37.09%
2007
7.99%1.42%
2006
21.09%18.15%
2005
6.58%5.95%
2004
15.48%12.97%
2003
25.10%28.44%
2002
-13.37%-18.69%
2001
-7.53%-4.99%
2000
29.86%7.87%
1999
7.30%6.72%
1998
17.66%12.00%
1997
N/A26.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.81%N/AN/AN/A
2023-1.45%3.60%-3.23%9.50%
2022-3.63%-9.90%-4.57%13.56%
20218.65%5.64%0.65%8.56%
2020-23.76%14.31%5.92%12.60%
201912.80%5.07%2.45%7.09%
2018-3.01%-0.61%5.71%-11.55%
20174.79%4.16%2.75%5.00%
20162.22%4.44%2.35%4.46%
20150.78%0.50%-7.01%5.60%
20141.30%3.45%-0.31%5.82%
201312.15%3.97%5.48%10.46%
201212.53%-3.91%6.89%0.75%
20116.07%-0.39%-15.30%11.75%
20104.53%-11.16%9.91%9.43%
2009-12.33%16.59%12.71%4.87%
2008-9.21%-1.59%-6.67%-19.23%
20072.24%5.93%1.33%-1.60%
20065.18%0.96%5.87%7.72%
20050.99%0.21%3.55%1.71%
20041.86%1.70%1.23%10.12%
2003-6.16%14.54%2.10%13.99%
20023.60%-6.69%-15.41%5.94%
2001-8.04%4.06%-11.06%8.65%
20001.39%5.54%10.66%9.66%
1999-0.33%9.90%-6.67%4.95%
199810.23%0.94%-5.56%11.97%
199713.74%9.57%4.31%N/A

Rank in category (by total return)

YTD49
1-month69
3-month49
1-year61
3-year58
5-year54

Load adjusted returns

1-year19.45%
3-year8.53%
5-year10.72%
10-year9.46%