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MFS Mid Cap Value I (MCVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.63+0.10 (+0.31%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.11%
5-year average return10.23%
Number of years up16
Number of years down6
Best 1-yr total return (27 Jun 2024)40.24%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return40.24%
Worst 3-yr total return5.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMCVIXCategory
YTD8.36%21.28%
1-month4.06%-1.96%
3-month4.55%4.90%
1-year25.31%55.83%
3-year6.42%11.08%
5-year12.14%11.93%
10-year9.02%10.64%
Last bull market26.21%25.54%
Last bear market-12.45%-22.08%

Annual total return (%) history

Year
MCVIXCategory
2024
N/AN/A
2023
12.80%N/A
2022
-8.76%N/A
2021
30.87%N/A
2020
4.27%2.63%
2019
30.83%25.18%
2018
-11.44%-12.86%
2017
13.69%13.22%
2016
15.68%18.06%
2015
-2.27%-5.41%
2014
10.15%9.31%
2013
36.57%35.14%
2012
18.86%16.60%
2011
-1.81%-3.96%
2010
27.36%21.92%
2009
40.24%35.41%
2008
-41.73%-36.77%
2007
2.00%0.83%
2006
11.23%15.87%
2005
8.18%8.82%
2004
21.91%17.85%
2003
34.72%33.85%
2002
-12.09%-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.94%N/AN/AN/A
20230.57%5.49%-4.50%11.33%
2022-2.56%-12.45%-4.52%12.03%
202113.42%4.98%-0.29%10.22%
2020-30.83%19.69%5.37%19.52%
201914.51%4.62%2.06%7.01%
2018-1.97%2.31%3.56%-14.74%
20173.55%2.45%2.43%4.61%
20163.79%2.03%4.32%4.71%
20153.53%-0.38%-7.90%2.88%
20143.50%4.99%-4.06%5.66%
201313.11%3.24%7.24%9.05%
201211.71%-3.79%6.09%4.24%
20117.50%0.70%-19.33%12.45%
20109.48%-9.35%13.28%13.30%
2009-8.84%19.68%21.16%6.09%
2008-9.74%1.67%-12.91%-27.09%
20075.43%4.36%-2.40%-5.00%
20064.48%-3.72%1.93%8.47%
2005-2.60%3.86%4.72%2.13%
20045.82%2.83%-1.56%13.81%
2003-4.78%18.26%4.25%14.77%
20027.11%-7.94%-16.67%6.98%

Rank in category (by total return)

YTD22
1-month31
3-month30
1-year36
3-year27
5-year34

Load adjusted returns

1-year25.31%
3-year6.42%
5-year12.14%
10-year9.02%