MFEBX
MFS Value Fund Class B
Mutual fund
$52.52+0.20 (+0.38%)Close Oct 2, 2026
Nov 4, 1997 – Oct 2, 2026, Dividends reinvested
- Final balance
- $92,864
- CAGR
- +8.01%
- Max drawdown
- −53.31%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.00%
- 3M
- −1.61%
- 6M
- +4.21%
- YTD
- +5.50%
- 1Y
- +8.08%
- 3Y
- +13.05%
- 5Y
- +6.94%
- 10Y
- +8.82%
- 15Y
- +10.88%
- 20Y
- +7.49%
- 25Y
- +7.80%
- Since 1997
- +8.01%
Metrics
Since 1997| Volatility | 17.36% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.15 |
| Best year, 2013 | +34.45% |
| Worst year, 2008 | −33.34% |
| Positive years | 21 of 28 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 1997| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.3% | Oct 2007 | Mar 2009 | Jan 2013 | 5.3 years |
| −36.7% | Feb 2020 | Mar 2020 | Dec 2020 | 11 months |
| −30.8% | Dec 2000 | Oct 2002 | Feb 2004 | 3.1 years |
| −20.7% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
| −18.2% | Jan 2022 | Sep 2022 | Jan 2024 | 2 years |
Annual returns
1997 from Nov 4 · 2026 through Oct 2