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MFS Value C (MEICX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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49.38+0.03 (+0.06%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.21%
5-Year Average Return7.76%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Jul 2, 2024)34.49%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return34.49%
Worst 3-Yr Total Return5.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMEICXCategory
YTD6.00%4.44%
1-Month-1.23%-4.04%
3-Month-2.34%4.09%
1-Year11.77%14.37%
3-Year4.77%6.04%
5-Year8.09%9.20%
10-Year7.77%8.57%
Last Bull Market20.91%22.97%
Last Bear Market-10.13%-11.27%

Annual Total Return (%) History

Year
MEICXCategory
2024
N/AN/A
2023
7.11%11.63%
2022
-6.84%-5.90%
2021
24.16%26.22%
2020
2.90%2.91%
2019
28.76%25.04%
2018
-10.76%-8.53%
2017
16.55%15.94%
2016
13.02%14.81%
2015
-1.52%-4.05%
2014
9.46%10.21%
2013
34.49%31.21%
2012
15.26%14.57%
2011
-0.93%-0.75%
2010
10.54%13.66%
2009
19.63%24.13%
2008
-33.35%-37.09%
2007
6.94%1.42%
2006
19.90%18.15%
2005
5.53%5.95%
2004
14.35%12.97%
2003
23.84%28.44%
2002
-14.21%-18.69%
2001
-8.45%-4.99%
2000
28.60%7.87%
1999
6.23%6.72%
1998
16.35%12.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.54%-2.34%N/AN/A
2023-1.70%3.33%-3.46%9.23%
2022-3.89%-10.13%-4.81%13.30%
20218.37%5.37%0.40%8.30%
2020-23.96%14.04%5.66%12.31%
201912.53%4.81%2.22%6.80%
2018-3.25%-0.85%5.45%-11.77%
20174.51%3.89%2.52%4.71%
20161.94%4.18%2.11%4.21%
20150.51%0.26%-7.22%5.33%
20141.07%3.18%-0.57%5.56%
201311.86%3.74%5.19%10.18%
201212.22%-4.14%6.64%0.49%
20115.83%-0.61%-15.53%11.51%
20104.31%-11.40%9.60%9.12%
2009-12.51%16.25%12.43%4.60%
2008-9.46%-1.82%-6.95%-19.42%
20071.95%5.67%1.10%-1.82%
20064.89%0.75%5.59%7.46%
20050.72%-0.02%3.27%1.48%
20041.62%1.46%0.96%9.85%
2003-6.43%14.32%1.81%13.72%
20023.35%-6.93%-15.58%5.66%
2001-8.26%3.83%-11.32%8.39%
20001.17%5.23%10.40%9.41%
1999-0.60%9.68%-6.92%4.68%
19989.90%0.83%-5.83%11.50%

Rank In Category (By Total Return)

YTD66
1-Month80
3-Month69
1-Year77
3-Year80
5-Year82

Load Adjusted Returns

1-Year10.77%
3-Year4.77%
5-Year8.09%
10-Year7.77%