MEIAX
MFS Value Fund Class A
Mutual fund
$52.40+0.20 (+0.38%)Close Oct 2, 2026
Dec 29, 1995 – Oct 2, 2026, Dividends reinvested
- Final balance
- $159,390
- CAGR
- +9.42%
- Max drawdown
- −52.85%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.95%
- 3M
- −1.42%
- 6M
- +4.59%
- YTD
- +6.08%
- 1Y
- +8.90%
- 3Y
- +13.90%
- 5Y
- +7.75%
- 10Y
- +9.65%
- 15Y
- +11.72%
- 20Y
- +8.29%
- 25Y
- +8.60%
- 30Y
- +9.09%
- Since 1995
- +9.42%
Metrics
Since 1995| Volatility | 17.18% |
|---|---|
| Sortino ratio | 0.86 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +35.48% |
| Worst year, 2008 | −32.86% |
| Positive years | 23 of 30 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 1995| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.9% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −36.7% | Feb 2020 | Mar 2020 | Dec 2020 | 10 months |
| −30.0% | Dec 2000 | Oct 2002 | Jan 2004 | 3 years |
| −20.2% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
| −17.7% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
Annual returns
1995 from Dec 29 · 2026 through Oct 2