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MFS Value R1 (MEIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.57-0.16 (-0.33%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.65%
5-year average return7.86%
Number of years up13
Number of years down5
Best 1-yr total return (30 June 2024)34.49%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return34.49%
Worst 3-yr total return5.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMEIGXCategory
YTD7.34%4.44%
1-month2.87%-4.04%
3-month3.27%4.09%
1-year19.90%14.37%
3-year4.70%6.04%
5-year9.71%9.20%
10-year8.06%8.57%
Last bull market20.88%22.97%
Last bear market-10.14%-11.27%

Annual total return (%) history

Year
MEIGXCategory
2024
N/AN/A
2023
7.09%11.63%
2022
-6.84%-5.90%
2021
24.16%26.22%
2020
2.90%2.91%
2019
28.75%25.04%
2018
-10.75%-8.53%
2017
16.58%15.94%
2016
13.00%14.81%
2015
-1.52%-4.05%
2014
9.45%10.21%
2013
34.49%31.21%
2012
15.27%14.57%
2011
-0.93%-0.75%
2010
10.51%13.66%
2009
19.68%24.13%
2008
-33.35%-37.09%
2007
6.82%1.42%
2006
19.77%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.53%N/AN/AN/A
2023-1.71%3.33%-3.47%9.24%
2022-3.87%-10.14%-4.80%13.29%
20218.37%5.37%0.40%8.30%
2020-23.95%14.02%5.65%12.32%
201912.52%4.80%2.22%6.81%
2018-3.25%-0.85%5.44%-11.76%
20174.52%3.90%2.51%4.73%
20161.95%4.21%2.09%4.18%
20150.52%0.25%-7.22%5.33%
20141.07%3.17%-0.55%5.53%
201311.85%3.72%5.19%10.21%
201212.21%-4.13%6.63%0.49%
20115.86%-0.66%-15.50%11.48%
20104.29%-11.42%9.61%9.13%
2009-12.50%16.29%12.40%4.64%
2008-9.45%-1.82%-6.93%-19.46%
20071.96%5.65%1.05%-1.87%
20064.90%0.71%5.56%7.40%
20053.18%1.46%N/AN/A

Rank in category (by total return)

YTD58
1-month60
3-month63
1-year71
3-year79
5-year82

Load adjusted returns

1-year19.90%
3-year4.70%
5-year9.71%
10-year8.06%