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MFS Value R4 (MEIJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.71-0.17 (-0.34%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.17%
5-year average return8.95%
Number of years up14
Number of years down4
Best 1-yr total return (30 June 2024)35.81%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return35.81%
Worst 3-yr total return6.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMEIJXCategory
YTD7.77%4.44%
1-month2.94%-4.04%
3-month3.52%4.09%
1-year21.09%14.37%
3-year5.75%6.04%
5-year10.81%9.20%
10-year9.14%8.57%
Last bull market21.41%22.97%
Last bear market-9.91%-11.27%

Annual total return (%) history

Year
MEIJXCategory
2024
N/AN/A
2023
8.17%11.63%
2022
-5.90%-5.90%
2021
25.42%26.22%
2020
3.91%2.91%
2019
30.08%25.04%
2018
-9.87%-8.53%
2017
17.74%15.94%
2016
14.14%14.81%
2015
-0.54%-4.05%
2014
10.57%10.21%
2013
35.81%31.21%
2012
16.42%14.57%
2011
0.05%-0.75%
2010
11.68%13.66%
2009
20.85%24.13%
2008
-32.69%-37.09%
2007
7.92%1.42%
2006
20.96%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.81%N/AN/AN/A
2023-1.46%3.60%-3.23%9.50%
2022-3.64%-9.91%-4.58%13.58%
20218.66%5.63%0.65%8.57%
2020-23.77%14.30%5.93%12.57%
201912.82%5.08%2.44%7.11%
2018-3.00%-0.61%5.72%-11.56%
20174.78%4.13%2.79%4.98%
20162.23%4.43%2.34%4.48%
20150.76%0.50%-6.99%5.60%
20141.31%3.43%-0.29%5.82%
201312.12%3.99%5.43%10.48%
201212.49%-3.93%6.92%0.75%
20116.05%-0.35%-15.32%11.80%
20104.54%-11.16%9.90%9.42%
2009-12.27%16.53%12.77%4.84%
2008-9.25%-1.55%-6.70%-19.26%
20072.23%5.89%1.28%-1.56%
20065.13%0.98%5.82%7.68%
20053.50%1.70%N/AN/A

Rank in category (by total return)

YTD50
1-month56
3-month58
1-year63
3-year62
5-year63

Load adjusted returns

1-year21.09%
3-year5.75%
5-year10.81%
10-year9.14%