MFS Mid Cap Value 529A (EACVX)

25.75 -0.23 (-0.89%) USD  |  Jan 26

EACVX Performance

Edit Comparables

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of January 26, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
MFS Mid Cap Value 529A
-2.19%
18.50%
36.14%
9.88%
-2.56%
15.37%
13.35%
-11.67%
30.48%
3.98%
2.55%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.57%
Delaware Mid Cap Value A
-5.77%
13.14%
28.85%
6.71%
-0.32%
18.61%
16.84%
-15.56%
28.92%
-0.38%
3.19%
Neuberger Berman M/C Intrinsic Val A
-6.84%
15.71%
36.44%
12.92%
-8.20%
18.00%
16.51%
-14.84%
17.17%
-4.28%
4.93%
MassMutual Select Mid-Cap Value A
-3.39%
15.85%
33.18%
6.18%
-5.06%
20.60%
11.61%
-13.28%
28.46%
0.25%
2.38%
Delaware Opportunity A
-1.01%
18.68%
43.83%
5.71%
-1.18%
7.87%
18.66%
-15.78%
29.50%
0.07%
3.01%
As of January 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value 529A
3.37%
16.91%
23.36%
6.90%
5.53%
11.80%
10.27%
7.60%
--
8.63%
S&P 500 Total Return
4.06%
13.65%
20.70%
18.95%
12.39%
17.44%
13.82%
9.91%
7.46%
10.27%
Delaware Mid Cap Value A
4.14%
20.96%
30.91%
3.73%
2.04%
11.48%
8.35%
--
--
7.35%
Neuberger Berman M/C Intrinsic Val A
6.54%
29.42%
35.74%
1.08%
-1.85%
8.67%
7.37%
5.83%
7.31%
8.31%
MassMutual Select Mid-Cap Value A
3.17%
15.09%
19.27%
3.11%
2.72%
11.03%
8.56%
--
--
6.74%
Delaware Opportunity A
4.00%
21.13%
31.04%
3.92%
2.16%
9.25%
9.50%
7.20%
6.60%
8.60%
As of January 26, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of December 31, 2020