MEIJX
MFS Value Fund Class R4
Mutual fund
$52.38+0.20 (+0.38%)Close Oct 2, 2026
Apr 1, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $60,858
- CAGR
- +8.76%
- Max drawdown
- −52.63%
- Sharpe ratio
- 0.55
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.92%
- 3M
- −1.34%
- 6M
- +4.74%
- YTD
- +6.29%
- 1Y
- +9.18%
- 3Y
- +14.19%
- 5Y
- +8.01%
- 10Y
- +9.92%
- 15Y
- +11.82%
- 20Y
- +8.56%
- Since 2005
- +8.76%
Metrics
Since 2005| Volatility | 18.24% |
|---|---|
| Sortino ratio | 0.77 |
| Calmar ratio | 0.17 |
| Best year, 2013 | +35.82% |
| Worst year, 2008 | −32.71% |
| Positive years | 16 of 20 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.6% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −36.7% | Feb 2020 | Mar 2020 | Dec 2020 | 10 months |
| −20.0% | Jan 2018 | Dec 2018 | Jun 2019 | 1.4 years |
| −17.6% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
| −13.2% | Nov 2024 | Apr 2025 | Jul 2025 | 7 months |
Annual returns
2005 from Apr 1 · 2026 through Oct 2