Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVCHX (MFS MID CAP VALUE FUND R3) | 8.00% | 15.05% | 12.53% | 5.75% | 8.90% | 9.90% | 8.41% | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVCHX (MFS MID CAP VALUE FUND R3) | 04/08/2005 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 15.05 | 12.53 | 5.75 | 8.90 | 9.90 | 8.41 | … | … | 8.00 | 6.07 | 13.56 | 12.52 | -12.29 | 24.40 | 4.00 | 30.49 | -11.64 | 13.39 | 15.39 | -2.63 | 10.01 | 36.18 | 18.55 | -2.01 | 26.97 | 39.94 | -41.89 | 1.72 | 10.76 | -0.75 |
| Sharpe Ratio | NA | 1.11 | 0.68 | 0.18 | 0.37 | NA | NA | … | … | 1.28 | 0.17 | 0.78 | 0.58 | -0.59 | 1.47 | 0.09 | 2.35 | -0.88 | 1.56 | 1.03 | -0.18 | 0.85 | 3.03 | 1.36 | -0.08 | 1.34 | 1.34 | -0.96 | -0.09 | 0.64 | -0.19 |
| Standard Deviation(%) | NA | 13.42 | 15.13 | 17.50 | 19.53 | NA | NA | … | … | 14.23 | 18.37 | 12.76 | 15.34 | 23.38 | 16.60 | 40.39 | 12.34 | 14.78 | 8.21 | 14.79 | 14.81 | 11.81 | 11.92 | 13.76 | 26.69 | 20.07 | 29.65 | 44.49 | 16.88 | 11.54 | 18.05 |
| Draw Down(%) | NA | 9.42 | 21.08 | 21.95 | 42.77 | NA | NA | … | … | 9.42 | 18.34 | 8.58 | 12.85 | 19.89 | 9.25 | 42.77 | 7.02 | 20.77 | 4.13 | 11.56 | 12.30 | 10.32 | 5.09 | 10.65 | 24.38 | 16.79 | 25.61 | 54.52 | 14.49 | 9.78 | 11.95 |
| Yield(%) | 0.00 | 8.14 | 7.97 | 4.78 | 5.22 | 6.80 | 6.12 | … | … | 0.00 | 8.14 | 11.35 | 3.04 | 1.25 | 1.15 | 0.86 | 2.62 | 5.26 | 3.68 | 1.38 | 4.32 | 7.00 | 6.81 | 1.04 | 0.63 | 0.74 | 0.76 | 0.71 | 9.51 | 3.57 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCHX (MFS MID CAP VALUE FUND R3) |
-18.45%
Feb 2006 – Feb 2009 |
-3.30%
Aug 2005 – Aug 2010 |
5.75%
Sep 2005 – Sep 2015 |
5.75%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVCHX (MFS MID CAP VALUE FUND R3) |
30.89%
Feb 2009 – Feb 2012 |
27.59%
Feb 2009 – Feb 2014 |
16.75%
Feb 2009 – Feb 2019 |
13.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart