MCVRX
MFS Mid Cap Value Fund Class R2
Mutual fund
$32.06+0.16 (+0.50%)Close Oct 2, 2026
Oct 31, 2003 – Oct 2, 2026, Dividends reinvested
- Final balance
- $72,791
- CAGR
- +9.05%
- Max drawdown
- −60.00%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.89%
- 3M
- −2.94%
- 6M
- +8.20%
- YTD
- +9.95%
- 1Y
- +10.99%
- 3Y
- +14.19%
- 5Y
- +7.84%
- 10Y
- +9.42%
- 15Y
- +11.43%
- 20Y
- +8.50%
- Since 2003
- +9.05%
Metrics
Since 2003| Volatility | 20.08% |
|---|---|
| Sortino ratio | 0.74 |
| Calmar ratio | 0.15 |
| Best year, 2009 | +39.47% |
| Worst year, 2008 | −41.98% |
| Positive years | 17 of 22 |
| Longest drawdown | 3.9 years |
Worst drawdowns
Since 2003| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.0% | Jun 2007 | Mar 2009 | Apr 2011 | 3.9 years |
| −42.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −24.5% | Jul 2011 | Oct 2011 | Sep 2012 | 1.2 years |
| −21.1% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −20.8% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2003 from Oct 31 · 2026 through Oct 2