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MFS Value I (MEIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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50.36+0.04 (+0.08%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.76%
5-Year Average Return8.84%
Number of Years Up20
Number of Years Down6
Best 1 Yr Total Return (Jul 2, 2024)35.86%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return35.86%
Worst 3-Yr Total Return6.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMEIIXCategory
YTD6.52%4.44%
1-Month-1.16%-4.04%
3-Month-2.10%4.09%
1-Year12.88%14.37%
3-Year5.81%6.04%
5-Year9.17%9.20%
10-Year8.85%8.57%
Last Bull Market21.40%22.97%
Last Bear Market-9.90%-11.27%

Annual Total Return (%) History

Year
MEIIXCategory
2024
N/AN/A
2023
8.18%11.63%
2022
-5.90%-5.90%
2021
25.40%26.22%
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%-2.10%N/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)

YTD60
1-Month77
3-Month61
1-Year68
3-Year65
5-Year64

Load Adjusted Returns

1-Year12.88%
3-Year5.81%
5-Year9.17%
10-Year8.85%