MVCAX
MFS Mid Cap Value Fund Class A
Mutual fund
$33.12+0.16 (+0.49%)Close Oct 2, 2026
Aug 31, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $89,051
- CAGR
- +9.11%
- Max drawdown
- −59.89%
- Sharpe ratio
- 0.54
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.88%
- 3M
- −2.87%
- 6M
- +8.34%
- YTD
- +10.14%
- 1Y
- +11.27%
- 3Y
- +14.48%
- 5Y
- +8.11%
- 10Y
- +9.70%
- 15Y
- +11.91%
- 20Y
- +8.77%
- 25Y
- +9.76%
- Since 2001
- +9.11%
Metrics
Since 2001| Volatility | 20.13% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.15 |
| Best year, 2009 | +39.75% |
| Worst year, 2008 | −41.91% |
| Positive years | 18 of 24 |
| Longest drawdown | 3.8 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −59.9% | Jun 2007 | Mar 2009 | Apr 2011 | 3.8 years |
| −42.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −32.8% | Apr 2002 | Oct 2002 | Oct 2003 | 1.5 years |
| −24.4% | Jul 2011 | Oct 2011 | Sep 2012 | 1.2 years |
| −21.1% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
Annual returns
2001 from Aug 31 · 2026 through Oct 2