MCVIX
MFS Mid Cap Value Fund Class I
Mutual fund
$34.43+0.18 (+0.53%)Close Oct 2, 2026
Oct 31, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $101,093
- CAGR
- +9.73%
- Max drawdown
- −59.64%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.84%
- 3M
- −2.80%
- 6M
- +8.51%
- YTD
- +10.39%
- 1Y
- +11.54%
- 3Y
- +14.78%
- 5Y
- +8.38%
- 10Y
- +9.97%
- 15Y
- +12.20%
- 20Y
- +9.06%
- Since 2001
- +9.73%
Metrics
Since 2001| Volatility | 20.04% |
|---|---|
| Sortino ratio | 0.79 |
| Calmar ratio | 0.16 |
| Best year, 2009 | +40.22% |
| Worst year, 2008 | −41.74% |
| Positive years | 18 of 24 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −59.6% | Jun 2007 | Mar 2009 | Feb 2011 | 3.7 years |
| −42.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −32.7% | Apr 2002 | Oct 2002 | Oct 2003 | 1.5 years |
| −24.4% | Jul 2011 | Oct 2011 | Sep 2012 | 1.2 years |
| −21.0% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
Annual returns
2001 from Oct 31 · 2026 through Oct 2