MVRRX
MFS Value Fund Class R2
Mutual fund
$51.62+0.20 (+0.39%)Close Oct 2, 2026
Oct 31, 2003 – Oct 2, 2026, Dividends reinvested
- Final balance
- $68,574
- CAGR
- +8.76%
- Max drawdown
- −52.98%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.96%
- 3M
- −1.47%
- 6M
- +4.47%
- YTD
- +5.90%
- 1Y
- +8.63%
- 3Y
- +13.62%
- 5Y
- +7.48%
- 10Y
- +9.37%
- 15Y
- +11.26%
- 20Y
- +8.01%
- Since 2003
- +8.76%
Metrics
Since 2003| Volatility | 17.86% |
|---|---|
| Sortino ratio | 0.79 |
| Calmar ratio | 0.17 |
| Best year, 2013 | +35.15% |
| Worst year, 2008 | −33.02% |
| Positive years | 17 of 22 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 2003| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.0% | Oct 2007 | Mar 2009 | Dec 2012 | 5.2 years |
| −36.7% | Feb 2020 | Mar 2020 | Dec 2020 | 10 months |
| −20.4% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
| −17.9% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −13.3% | Nov 2024 | Apr 2025 | Jul 2025 | 7 months |
Annual returns
2003 from Oct 31 · 2026 through Oct 2