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MFS Value Fund Class 529B (EBVLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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51.16-0.01 (-0.02%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.51%
5-Year Average Return8.22%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)34.46%
Worst 1 Yr Total Return (Feb 3, 2019)-33.43%
Best 3-Yr Total Return34.46%
Worst 3-Yr Total Return-5.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEBVLXCategory
YTD-3.92%4.44%
1-Month2.77%-4.04%
3-Month-1.27%4.09%
1-Year12.27%14.37%
3-Year12.45%6.04%
5-Year11.03%9.20%
10-Year11.12%8.57%
Last Bull Market24.52%22.97%
Last Bear Market-18.22%-11.27%

Annual Total Return (%) History

Year
EBVLXCategory
2021
N/A26.22%
2020
3.60%2.91%
2019
29.10%25.04%
2018
-10.14%-8.53%
2017
16.65%15.94%
2016
13.34%14.81%
2015
-1.28%-4.05%
2014
9.48%10.21%
2013
34.46%31.21%
2012
15.19%14.57%
2011
-0.98%-0.75%
2010
10.42%13.66%
2009
19.52%24.13%
2008
-33.43%-37.09%
2007
6.65%1.42%
2006
19.57%18.15%
2005
5.29%5.95%
2004
14.02%12.97%
2003
23.65%28.44%
2002
N/A-18.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.58%5.55%0.57%N/A
2020-23.83%14.22%5.85%12.49%
201912.65%4.81%2.18%7.01%
2018-3.19%-0.64%5.67%-11.60%
20174.61%3.89%2.51%4.71%
20161.96%4.17%2.21%4.41%
20150.70%0.36%-7.26%5.32%
20141.03%3.16%-0.55%5.62%
201311.85%3.71%5.18%10.20%
201212.20%-4.16%6.61%0.48%
20115.80%-0.61%-15.53%11.47%
20104.27%-11.41%9.54%9.12%
2009-12.51%16.21%12.38%4.60%
2008-9.48%-1.86%-6.97%-19.44%
20071.92%5.60%0.98%-1.87%
20064.82%0.66%5.52%7.39%
20050.68%-0.07%3.18%1.43%
20041.53%1.37%0.95%9.75%
2003-6.44%14.22%1.76%13.71%
20025.58%N/AN/AN/A

Rank In Category (By Total Return)

YTD62
1-Month7
3-Month23
1-Year71
3-Year36
5-Year57

Load Adjusted Returns

1-Year30.32%
3-Year10.95%
5-Year11.01%
10-Year11.73%