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MFS Value R6 (MEIKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.16+0.06 (+0.12%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.82%
5-year average return10.38%
Number of years up12
Number of years down5
Best 1-yr total return (15 May 2024)35.95%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return35.95%
Worst 3-yr total return6.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMEIKXCategory
YTD4.72%4.44%
1-month-3.79%-4.04%
3-month4.10%4.09%
1-year13.04%14.37%
3-year5.72%6.04%
5-year9.08%9.20%
10-year9.13%8.57%
Last bull market21.46%22.97%
Last bear market-9.88%-11.27%

Annual total return (%) history

Year
MEIKXCategory
2024
N/AN/A
2023
8.29%11.63%
2022
-5.80%-5.90%
2021
25.55%26.22%
2020
4.03%2.91%
2019
30.18%25.04%
2018
-9.78%-8.53%
2017
17.86%15.94%
2016
14.25%14.81%
2015
-0.42%-4.05%
2014
10.68%10.21%
2013
35.95%31.21%
2012
16.57%14.57%
2011
-0.05%-0.75%
2010
11.54%13.66%
2009
20.77%24.13%
2008
-32.75%-37.09%
2007
7.91%1.42%
2006
N/A18.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.84%N/AN/AN/A
2023-1.42%3.61%-3.21%9.54%
2022-3.61%-9.88%-4.55%13.60%
20218.69%5.66%0.67%8.60%
2020-23.74%14.33%5.96%12.60%
201912.82%5.10%2.50%7.11%
2018-3.01%-0.56%5.74%-11.54%
20174.78%4.19%2.79%5.03%
20162.22%4.49%2.36%4.51%
20150.78%0.53%-6.96%5.63%
20141.33%3.46%-0.26%5.85%
201312.15%4.02%5.46%10.51%
201212.48%-3.85%6.94%0.80%
20116.04%-0.38%-15.32%11.74%
20104.53%-11.20%9.83%9.41%
2009-12.30%16.52%12.70%4.87%
2008-9.23%-1.62%-6.72%-19.26%
20072.19%5.90%1.32%-1.60%
20065.83%7.69%N/AN/A

Rank in category (by total return)

YTD46
1-month39
3-month50
1-year61
3-year59
5-year53

Load adjusted returns

1-year13.04%
3-year5.72%
5-year9.08%
10-year9.13%