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MFS Mid Cap Value R1 (MVCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.56+0.05 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.19%
5-year average return8.77%
Number of years up13
Number of years down5
Best 1-yr total return (2 Jul 2024)38.84%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.84%
Worst 3-yr total return4.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVCGXCategory
YTD5.60%21.28%
1-month-2.12%-1.96%
3-month-2.81%4.90%
1-year11.75%55.83%
3-year5.23%11.08%
5-year9.13%11.93%
10-year7.37%10.64%
Last bull market25.70%25.54%
Last bear market-12.62%-22.08%

Annual total return (%) history

Year
MVCGXCategory
2024
N/AN/A
2023
11.72%N/A
2022
-9.67%N/A
2021
29.53%N/A
2020
3.20%2.63%
2019
29.60%25.18%
2018
-12.33%-12.86%
2017
12.54%13.22%
2016
14.56%18.06%
2015
-3.25%-5.41%
2014
9.06%9.31%
2013
35.11%35.14%
2012
17.65%16.60%
2011
-2.71%-3.96%
2010
26.06%21.92%
2009
38.84%35.41%
2008
-42.31%-36.77%
2007
0.96%0.83%
2006
9.98%15.87%
2005
N/A8.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.66%-2.81%N/AN/A
20230.32%5.23%-4.74%11.09%
2022-2.81%-12.62%-4.79%11.71%
202113.11%4.74%-0.54%9.93%
2020-31.01%19.39%5.06%19.26%
201914.27%4.36%1.78%6.77%
2018-2.18%2.04%3.30%-14.97%
20173.29%2.20%2.16%4.36%
20163.57%1.78%4.04%4.45%
20153.30%-0.62%-8.15%2.60%
20143.27%4.75%-4.33%5.38%
201312.78%2.97%7.04%8.69%
201211.40%-4.05%5.83%4.00%
20117.26%0.45%-19.56%12.25%
20109.26%-9.67%13.05%12.98%
2009-9.08%19.35%20.85%5.86%
2008-9.94%1.34%-13.09%-27.26%
20075.21%4.11%-2.68%-5.29%
20064.23%-3.98%1.64%8.12%
20054.45%1.85%N/AN/A

Rank in category (by total return)

YTD28
1-month58
3-month26
1-year51
3-year51
5-year51

Load adjusted returns

1-year11.75%
3-year5.23%
5-year9.13%
10-year7.37%