MFS Mid Cap Value 529B (EBCVX)

20.58 -0.45 (-2.14%) USD  |  Oct 26

EBCVX Performance

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Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of October 26, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
YTD
MFS Mid Cap Value 529B
25.89%
-2.82%
17.61%
35.04%
9.05%
-3.28%
14.49%
12.47%
-12.36%
30.05%
-8.78%
S&P 500 Total Return
15.06%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
6.86%
First Investors Opportunity B
23.12%
-1.67%
17.82%
42.78%
4.90%
-1.96%
7.07%
17.76%
-16.42%
16.48%
--
Delaware Mid Cap Value C
26.75%
-6.49%
12.23%
28.19%
5.77%
-1.15%
17.81%
15.74%
-16.15%
27.98%
-15.66%
Nuveen Mid Cap Value R3
20.19%
-7.65%
9.66%
38.31%
9.18%
-3.79%
15.51%
18.88%
-13.13%
26.36%
-11.74%
JNL/MFS Mid Cap Value I
24.62%
-6.35%
18.43%
32.90%
13.33%
-8.71%
13.74%
13.33%
-11.46%
31.36%
-8.78%
As of October 26, 2020.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value 529B
6.19%
5.54%
22.87%
-3.23%
2.63%
5.46%
9.03%
6.60%
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7.16%
S&P 500 Total Return
3.22%
6.20%
20.96%
14.67%
12.09%
12.68%
13.44%
9.50%
6.76%
9.91%
First Investors Opportunity B
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Delaware Mid Cap Value C
7.26%
7.93%
22.22%
-10.55%
-2.02%
3.58%
6.68%
--
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4.99%
Nuveen Mid Cap Value R3
7.45%
7.76%
21.08%
-7.00%
0.56%
5.52%
7.78%
6.11%
7.41%
9.03%
JNL/MFS Mid Cap Value I
6.30%
5.74%
23.48%
-3.11%
3.39%
5.83%
8.51%
7.14%
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7.38%
As of October 26, 2020. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of September 30, 2020