MVCJX
MFS Mid Cap Value Fund Class R4
Mutual fund
$33.42+0.17 (+0.51%)Close Oct 2, 2026
Mar 31, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $57,364
- CAGR
- +8.46%
- Max drawdown
- −59.67%
- Sharpe ratio
- 0.50
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.87%
- 3M
- −2.82%
- 6M
- +8.47%
- YTD
- +10.37%
- 1Y
- +11.55%
- 3Y
- +14.77%
- 5Y
- +8.38%
- 10Y
- +9.97%
- 15Y
- +11.99%
- 20Y
- +9.05%
- Since 2005
- +8.46%
Metrics
Since 2005| Volatility | 20.62% |
|---|---|
| Sortino ratio | 0.69 |
| Calmar ratio | 0.14 |
| Best year, 2009 | +40.14% |
| Worst year, 2008 | −41.73% |
| Positive years | 15 of 20 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −59.7% | Jun 2007 | Mar 2009 | Feb 2011 | 3.7 years |
| −42.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −24.4% | Jul 2011 | Oct 2011 | Sep 2012 | 1.2 years |
| −21.0% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −20.7% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2005 from Mar 31 · 2026 through Oct 2