Nasdaq - Delayed Quote • USD
MFS Mid Cap Value R3 (MVCHX)
At close: 8:00 PM EDT
Fund Summary
The fund normally invests at least 80% of the fund's net assets in issuers with medium market capitalizations. The adviser generally defines medium market capitalization issuers as issuers with market capitalizations similar to those of issuers included in the Russell Midcap® Value Index over the last 13 months at the time of purchase. It normally invests the fund's assets primarily in equity securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.93% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 4.21% |
| 5y Average Return | 9.80% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MVCHX | Category Average | MVCHX | Category Average | MVCHX | Category Average | |
| Alpha | -1.76 | -0.09 | -3.12 | -0.07 | -3.65 | -0.06 |
| BETA | 0.92 | 0.01 | 1.04 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.83 | 0.01 | 1.1 | 0.01 | 0.84 | 0.01 |
| R-squared | 79.83 | 0.85 | 83.18 | 0.82 | 83.65 | 0.84 |
| Standard Deviation | 18.18 | 0.25 | 20.87 | 0.2 | 17.07 | 0.17 |
| Sharpe Ratio | 0.39 | 0.01 | 0.53 | 0.01 | 0.51 | 0.01 |
| Treynor Ratio | 6.19 | 0.08 | 9.03 | 0.09 | 7.28 | 0.09 |
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