MEIGX
MFS Value Fund Class R1
Mutual fund
$50.93+0.19 (+0.37%)Close Oct 2, 2026
Apr 1, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $46,823
- CAGR
- +7.44%
- Max drawdown
- −53.33%
- Sharpe ratio
- 0.49
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.01%
- 3M
- −1.60%
- 6M
- +4.21%
- YTD
- +5.48%
- 1Y
- +8.10%
- 3Y
- +13.05%
- 5Y
- +6.94%
- 10Y
- +8.82%
- 15Y
- +10.70%
- 20Y
- +7.50%
- Since 2005
- +7.44%
Metrics
Since 2005| Volatility | 18.27% |
|---|---|
| Sortino ratio | 0.68 |
| Calmar ratio | 0.14 |
| Best year, 2013 | +34.49% |
| Worst year, 2008 | −33.36% |
| Positive years | 15 of 20 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.3% | Oct 2007 | Mar 2009 | Jan 2013 | 5.3 years |
| −36.8% | Feb 2020 | Mar 2020 | Dec 2020 | 11 months |
| −20.7% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
| −18.2% | Jan 2022 | Sep 2022 | Jan 2024 | 2 years |
| −13.5% | Nov 2024 | Apr 2025 | Jul 2025 | 7 months |
Annual returns
2005 from Apr 1 · 2026 through Oct 2