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MFS Mid Cap Value R6 (MVCKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.70+0.10 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.20%
5-year average return10.37%
Number of years up7
Number of years down3
Best 1-yr total return (27 June 2024)31.08%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return31.08%
Worst 3-yr total return5.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVCKXCategory
YTD8.41%21.28%
1-month4.05%-1.96%
3-month4.57%4.90%
1-year25.45%55.83%
3-year6.55%11.08%
5-year12.28%11.93%
10-year9.17%10.64%
Last bull market26.23%25.54%
Last bear market-12.40%-22.08%

Annual total return (%) history

Year
MVCKXCategory
2024
N/AN/A
2023
12.92%N/A
2022
-8.64%N/A
2021
31.00%N/A
2020
4.40%2.63%
2019
31.08%25.18%
2018
-11.31%-12.86%
2017
13.84%13.22%
2016
15.86%18.06%
2015
-2.14%-5.41%
2014
10.29%9.31%
2013
N/A35.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.96%N/AN/AN/A
20230.60%5.51%-4.49%11.38%
2022-2.53%-12.40%-4.51%12.06%
202113.45%5.04%-0.26%10.22%
2020-30.83%19.78%5.36%19.59%
201914.60%4.66%2.06%7.08%
2018-1.89%2.35%3.56%-14.72%
20173.60%2.49%2.48%4.63%
20163.84%2.08%4.37%4.73%
20153.58%-0.33%-7.85%2.86%
20143.55%4.99%-4.06%5.73%
20133.25%7.30%9.08%N/A

Rank in category (by total return)

YTD21
1-month31
3-month29
1-year36
3-year24
5-year31

Load adjusted returns

1-year25.45%
3-year6.55%
5-year12.28%
10-year9.17%