MFS Mid Cap Value A (MVCAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return5.83%
5-Year Average Return9.83%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 2, 2024)39.75%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return39.75%
Worst 3-Yr Total Return4.94%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnMVCAXCategory
YTD4.02%21.28%
1-Month-4.43%-1.96%
3-Month5.80%4.90%
1-Year15.43%55.83%
3-Year5.33%11.08%
5-Year9.53%11.93%
10-Year8.53%10.64%
Last Bull Market26.07%25.54%
Last Bear Market-12.49%-22.08%
Annual Total Return (%) History
YearMVCAXCategory
2024N/AN/A
202312.51%N/A
2022-8.97%N/A
202130.50%N/A
20204.03%2.63%
201930.54%25.18%
2018-11.66%-12.86%
201713.38%13.22%
201615.38%18.06%
2015-2.52%-5.41%
20149.91%9.31%
201336.19%35.14%
201218.52%16.60%
2011-2.04%-3.96%
201027.08%21.92%
200939.75%35.41%
2008-41.90%-36.77%
20071.67%0.83%
200610.85%15.87%
20057.75%8.82%
200421.47%17.85%
200334.28%33.85%
2002-12.40%-13.25%
2001N/A6.67%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20248.85%N/AN/AN/A
20230.48%5.44%-4.57%11.28%
2022-2.63%-12.49%-4.58%11.96%
202113.31%4.94%-0.36%10.15%
2020-30.86%19.63%5.27%19.48%
201914.46%4.56%1.99%6.95%
2018-1.98%2.24%3.48%-14.81%
20173.49%2.37%2.41%4.51%
20163.71%2.02%4.22%4.63%
20153.46%-0.39%-7.98%2.79%
20143.46%4.95%-4.14%5.59%
201313.01%3.19%7.21%8.94%
201211.60%-3.86%6.06%4.15%
20117.40%0.64%-19.35%12.37%
20109.45%-9.43%13.23%13.21%
2009-8.98%19.59%21.06%6.06%
2008-9.84%1.62%-13.00%-27.10%
20075.37%4.23%-2.45%-5.11%
20064.40%-3.78%1.81%8.38%
2005-2.70%3.75%4.56%2.09%
20045.69%2.69%-1.65%13.79%
2003-4.91%18.14%4.18%14.74%
20027.01%-8.04%-16.81%7.01%
200119.68%N/AN/AN/A
Rank In Category (By Total Return)
YTD24
1-Month26
3-Month16
1-Year42
3-Year36
5-Year33
Load Adjusted Returns
1-Year8.79%
3-Year3.27%
5-Year8.24%
10-Year7.89%
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