MVCGX
MFS Mid Cap Value Fund Class R1
Mutual fund
$29.39+0.15 (+0.51%)Close Oct 2, 2026
Mar 31, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $46,082
- CAGR
- +7.36%
- Max drawdown
- −60.31%
- Sharpe ratio
- 0.45
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.95%
- 3M
- −3.07%
- 6M
- +7.93%
- YTD
- +9.54%
- 1Y
- +10.44%
- 3Y
- +13.63%
- 5Y
- +7.30%
- 10Y
- +8.88%
- 15Y
- +10.88%
- 20Y
- +7.96%
- Since 2005
- +7.36%
Metrics
Since 2005| Volatility | 20.62% |
|---|---|
| Sortino ratio | 0.62 |
| Calmar ratio | 0.12 |
| Best year, 2009 | +38.84% |
| Worst year, 2008 | −42.31% |
| Positive years | 15 of 20 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.3% | Jun 2007 | Mar 2009 | Sep 2012 | 5.3 years |
| −42.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −21.3% | Nov 2024 | Apr 2025 | Jan 2026 | 1.1 years |
| −20.9% | Sep 2018 | Dec 2018 | May 2019 | 7 months |
| −20.3% | Jan 2022 | Sep 2022 | Feb 2024 | 2.1 years |
Annual returns
2005 from Mar 31 · 2026 through Oct 2