MVCHX
MFS Mid Cap Value Fund Class R3
Mutual fund
$32.92+0.17 (+0.52%)Close Oct 2, 2026
Mar 31, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $54,300
- CAGR
- +8.19%
- Max drawdown
- −59.78%
- Sharpe ratio
- 0.49
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.88%
- 3M
- −2.86%
- 6M
- +8.36%
- YTD
- +10.17%
- 1Y
- +11.25%
- 3Y
- +14.48%
- 5Y
- +8.11%
- 10Y
- +9.70%
- 15Y
- +11.71%
- 20Y
- +8.78%
- Since 2005
- +8.19%
Metrics
Since 2005| Volatility | 20.62% |
|---|---|
| Sortino ratio | 0.67 |
| Calmar ratio | 0.14 |
| Best year, 2009 | +39.93% |
| Worst year, 2008 | −41.90% |
| Positive years | 15 of 20 |
| Longest drawdown | 3.8 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −59.8% | Jun 2007 | Mar 2009 | Apr 2011 | 3.8 years |
| −42.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −24.4% | Jul 2011 | Oct 2011 | Sep 2012 | 1.2 years |
| −21.1% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −20.8% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2005 from Mar 31 · 2026 through Oct 2