MEIKX
MFS Value Fund Class R6
Mutual fund
$52.35+0.20 (+0.38%)Close Oct 2, 2026
Apr 28, 2006 – Oct 2, 2026, Dividends reinvested
- Final balance
- $49,001
- CAGR
- +8.09%
- Max drawdown
- −55.82%
- Sharpe ratio
- 0.51
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.92%
- 3M
- −1.32%
- 6M
- +4.78%
- YTD
- +6.39%
- 1Y
- +9.31%
- 3Y
- +14.31%
- 5Y
- +8.13%
- 10Y
- +10.04%
- 15Y
- +12.11%
- 20Y
- +8.09%
- Since 2006
- +8.09%
Metrics
Since 2006| Volatility | 18.73% |
|---|---|
| Sortino ratio | 0.71 |
| Calmar ratio | 0.14 |
| Best year, 2013 | +35.96% |
| Worst year, 2008 | −32.76% |
| Positive years | 14 of 19 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2006| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −55.8% | Oct 2007 | Mar 2009 | Jan 2013 | 5.3 years |
| −36.7% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −19.9% | Jan 2018 | Dec 2018 | Jun 2019 | 1.4 years |
| −17.5% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
| −13.2% | Nov 2024 | Apr 2025 | Jun 2025 | 7 months |
Annual returns
2006 from Apr 28 · 2026 through Oct 2