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MFS Value R2 (MVRRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.27+0.02 (+0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.21%
5-year average return8.87%
Number of years up15
Number of years down5
Best 1-yr total return (25 Jun 2024)35.15%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return35.15%
Worst 3-yr total return6.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVRRXCategory
YTD7.54%4.44%
1-month2.90%-4.04%
3-month3.38%4.09%
1-year20.49%14.37%
3-year5.22%6.04%
5-year10.26%9.20%
10-year8.60%8.57%
Last bull market21.14%22.97%
Last bear market-10.02%-11.27%

Annual total return (%) history

Year
MVRRXCategory
2024
N/AN/A
2023
7.65%11.63%
2022
-6.39%-5.90%
2021
24.79%26.22%
2020
3.40%2.91%
2019
29.41%25.04%
2018
-10.30%-8.53%
2017
17.16%15.94%
2016
13.56%14.81%
2015
-1.02%-4.05%
2014
10.01%10.21%
2013
35.15%31.21%
2012
15.82%14.57%
2011
-0.46%-0.75%
2010
11.13%13.66%
2009
20.20%24.13%
2008
-33.00%-37.09%
2007
7.31%1.42%
2006
20.30%18.15%
2005
5.85%5.95%
2004
14.64%12.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.66%N/AN/AN/A
2023-1.57%3.45%-3.33%9.37%
2022-3.76%-10.02%-4.69%13.43%
20218.52%5.49%0.54%8.43%
2020-23.87%14.17%5.79%12.45%
201912.68%4.93%2.33%6.96%
2018-3.13%-0.72%5.59%-11.67%
20174.65%4.02%2.64%4.85%
20162.08%4.31%2.23%4.32%
20150.65%0.38%-7.12%5.47%
20141.21%3.30%-0.45%5.69%
201311.97%3.86%5.35%10.31%
201212.33%-4.05%6.80%0.62%
20115.94%-0.48%-15.43%11.65%
20104.42%-11.27%9.73%9.30%
2009-12.44%16.45%12.55%4.74%
2008-9.37%-1.72%-6.77%-19.32%
20072.05%5.76%1.16%-1.71%
20064.98%0.83%5.68%7.54%
20050.78%0.04%3.36%1.57%
20041.63%1.57%1.04%9.91%

Rank in category (by total return)

YTD55
1-month59
3-month61
1-year67
3-year73
5-year74

Load adjusted returns

1-year20.49%
3-year5.22%
5-year10.26%
10-year8.60%