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MFS Value A (MEIAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
51.21+0.22 (+0.43%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.76%
5-Year Average Return10.55%
Number of Years Up20
Number of Years Down7
Best 1 Yr Total Return (Mar 27, 2024)35.48%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return35.48%
Worst 3-Yr Total Return6.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMEIAXCategory
YTD4.08%17.52%
1-Month3.49%-0.87%
3-Month8.99%5.51%
1-Year13.61%42.88%
3-Year8.95%11.93%
5-Year9.65%12.07%
10-Year8.85%10.95%
Last Bull Market38.03%23.18%
Last Bear Market-9.96%-17.87%

Annual Total Return (%) History

Year
MEIAXCategory
2023
7.89%N/A
2022
-6.13%N/A
2021
25.08%N/A
2020
3.66%2.91%
2019
29.74%25.04%
2018
-10.07%-8.53%
2017
17.45%15.94%
2016
13.86%14.81%
2015
-0.79%-4.05%
2014
10.29%10.21%
2013
35.48%31.21%
2012
16.13%14.57%
2011
-0.21%-0.75%
2010
11.41%13.66%
2009
20.48%24.13%
2008
-32.85%-37.09%
2007
7.61%1.42%
2006
20.67%18.15%
2005
6.22%5.95%
2004
15.08%12.97%
2003
24.70%28.44%
2002
-13.70%-18.69%
2001
-7.79%-4.99%
2000
29.39%7.87%
1999
6.81%6.72%
1998
17.09%12.00%
1997
33.93%26.61%
1996
N/A20.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-1.52%3.53%-3.29%9.42%
2022-3.69%-9.96%-4.62%13.50%
20218.58%5.57%0.59%8.48%
2020-23.82%14.23%5.86%12.53%
201912.73%5.02%2.40%7.02%
2018-3.06%-0.67%5.65%-11.61%
20174.73%4.07%2.73%4.90%
20162.17%4.36%2.27%4.41%
20150.70%0.44%-7.05%5.52%
20141.25%3.37%-0.35%5.75%
201312.06%3.93%5.37%10.40%
201212.43%-3.99%6.86%0.68%
20115.99%-0.42%-15.38%11.73%
20104.49%-11.22%9.83%9.35%
2009-12.39%16.46%12.70%4.77%
2008-9.29%-1.68%-6.74%-19.26%
20072.13%5.87%1.22%-1.67%
20065.07%0.91%5.76%7.62%
20050.91%0.13%3.44%1.63%
20041.78%1.62%1.16%10.00%
2003-6.25%14.49%1.96%13.94%
20023.47%-6.79%-15.42%5.80%
2001-8.08%3.95%-11.13%8.58%
20001.32%5.42%10.57%9.55%
1999-0.46%9.79%-6.76%4.82%
199810.02%0.98%-5.69%11.76%
19973.03%13.74%9.64%4.25%
19963.68%5.73%8.35%N/A

Rank In Category (By Total Return)

YTD39
1-Month43
3-Month56
1-Year54
3-Year59
5-Year54

Load Adjusted Returns

1-Year7.08%
3-Year6.82%
5-Year8.36%
10-Year8.20%