MEIHX
MFS Value Fund Class R3
Mutual fund
$52.09+0.20 (+0.39%)Close Oct 2, 2026
Apr 1, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $57,648
- CAGR
- +8.49%
- Max drawdown
- −52.82%
- Sharpe ratio
- 0.54
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.94%
- 3M
- −1.40%
- 6M
- +4.60%
- YTD
- +6.10%
- 1Y
- +8.92%
- 3Y
- +13.91%
- 5Y
- +7.75%
- 10Y
- +9.65%
- 15Y
- +11.54%
- 20Y
- +8.29%
- Since 2005
- +8.49%
Metrics
Since 2005| Volatility | 18.24% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.16 |
| Best year, 2013 | +35.51% |
| Worst year, 2008 | −32.83% |
| Positive years | 15 of 20 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.8% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −36.7% | Feb 2020 | Mar 2020 | Dec 2020 | 10 months |
| −20.2% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
| −17.7% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −13.3% | Nov 2024 | Apr 2025 | Jul 2025 | 7 months |
Annual returns
2005 from Apr 1 · 2026 through Oct 2