MVCKX
MFS Mid Cap Value Fund Class R6
Mutual fund
$34.52+0.18 (+0.52%)Close Oct 2, 2026
Feb 1, 2013 – Oct 2, 2026, Dividends reinvested
- Final balance
- $37,715
- CAGR
- +10.20%
- Max drawdown
- −42.75%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.85%
- 3M
- −2.79%
- 6M
- +8.55%
- YTD
- +10.46%
- 1Y
- +11.68%
- 3Y
- +14.90%
- 5Y
- +8.51%
- 10Y
- +10.11%
- Since 2013
- +10.20%
Metrics
Since 2013| Volatility | 17.94% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.24 |
| Best year, 2019 | +31.11% |
| Worst year, 2018 | −11.35% |
| Positive years | 9 of 12 |
| Longest drawdown | 1.9 years |
Worst drawdowns
Since 2013| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −42.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −21.0% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −20.7% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −19.7% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
| −18.7% | Jun 2015 | Feb 2016 | Jul 2016 | 1.1 years |
Annual returns
2013 from Feb 1 · 2026 through Oct 2