MFS Mid Cap Value 529B (EBCVX)

24.06 -0.06 (-0.25%) USD  |  Jan 25

EBCVX Performance

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Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of January 25, 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 529B
-2.82%
17.61%
35.04%
9.05%
-3.28%
14.49%
12.47%
-12.36%
30.05%
3.96%
3.48%
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%
2.73%
First Investors Opportunity B
-1.67%
17.82%
42.78%
4.90%
-1.96%
7.07%
17.76%
-16.42%
16.48%
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Delaware Mid Cap Value C
-6.49%
12.23%
28.19%
5.77%
-1.15%
17.81%
15.74%
-16.15%
27.98%
-1.07%
3.97%
Pioneer Mid Cap Value R
-6.31%
10.51%
32.42%
14.35%
-6.84%
15.70%
12.35%
-19.84%
27.50%
1.50%
3.54%
JNL/MFS Mid Cap Value I
-6.35%
18.43%
32.90%
13.33%
-8.71%
13.74%
13.33%
-11.46%
31.36%
4.13%
3.46%
As of January 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value 529B
4.29%
15.41%
24.47%
7.82%
5.76%
11.89%
9.74%
7.08%
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7.98%
S&P 500 Total Return
4.22%
11.70%
20.88%
19.13%
12.89%
17.80%
13.88%
9.98%
7.46%
10.28%
First Investors Opportunity B
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Delaware Mid Cap Value C
5.01%
18.73%
31.62%
3.70%
1.77%
11.30%
7.74%
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6.51%
Pioneer Mid Cap Value R
4.36%
13.62%
23.53%
4.86%
0.84%
9.27%
7.11%
5.61%
6.88%
9.42%
JNL/MFS Mid Cap Value I
4.29%
15.63%
24.89%
7.98%
6.52%
12.74%
9.20%
7.69%
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8.40%
As of January 25, 2021. 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 December 31, 2020