EBCVX - MFS Mid Cap Value Fund Class 529B
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return Rating★★★
Year-to-Date Return11.33%
5-Year Average Return6.83%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)38.73%
Worst 1 Yr Total Return (Feb 3, 2019)-42.37%
Best 3-Yr Total Return38.73%
Worst 3-Yr Total Return-13.93%
Trailing Returns (%) Vs. Benchmarks
ReturnEBCVXCategory
YTD-2.91%21.28%
1-Month0.11%-1.96%
3-Month0.58%4.90%
1-Year12.25%55.83%
3-Year14.29%11.08%
5-Year11.15%11.93%
10-Year11.25%10.64%
Last Bull Market24.49%25.54%
Last Bear Market-21.15%-22.08%
Annual Total Return (%) History
YearEBCVXCategory
2021N/AN/A
20203.96%2.63%
201930.05%25.18%
2018-12.36%-12.86%
201712.47%13.22%
201614.49%18.06%
2015-3.28%-5.41%
20149.05%9.31%
201335.04%35.14%
201217.61%16.60%
2011-2.82%-3.96%
201025.89%21.92%
200938.73%35.41%
2008-42.37%-36.77%
20070.80%0.83%
20069.76%15.87%
20056.84%8.82%
200420.41%17.85%
200333.11%33.85%
2002N/A-13.25%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202113.33%4.93%-0.40%N/A
2020-30.90%19.69%5.25%19.42%
201914.21%4.41%1.95%6.97%
2018-2.21%2.06%3.24%-14.95%
20173.27%2.18%2.18%4.31%
20163.50%1.80%3.98%4.49%
20153.29%-0.63%-8.14%2.57%
20143.31%4.69%-4.33%5.39%
201312.79%2.94%7.00%8.69%
201211.37%-4.02%5.82%3.98%
20117.18%0.45%-19.55%12.20%
20109.14%-9.58%12.96%12.93%
2009-9.15%19.38%20.78%5.91%
2008-10.04%1.35%-13.06%-27.30%
20075.19%4.02%-2.71%-5.31%
20064.11%-4.02%1.58%8.13%
2005-2.93%3.48%4.41%1.87%
20045.45%2.51%-1.83%13.48%
2003-4.95%17.82%3.93%14.37%
20026.69%N/AN/AN/A
Rank In Category (By Total Return)
YTD62
1-Month37
3-Month26
1-Year71
3-Year32
5-Year53
Load Adjusted Returns
1-Year38.32%
3-Year10.78%
5-Year10.88%
10-Year12.13%
© 2023 Yahoo. All rights reserved.