MFS Mid Cap Value 529B (EBCVX)

28.80 +0.08 (+0.28%) USD  |  Oct 15 2021

EBCVX Performance

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Cumulative Total Returns Versus Peers

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 October 15, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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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%
23.87%
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%
20.40%
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%
23.47%
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%
23.07%
Nuveen Mid Cap Value C
-8.14%
9.16%
37.61%
8.64%
-4.28%
14.93%
18.27%
-13.57%
25.75%
0.41%
29.31%
As of October 15, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value 529B
2.02%
5.07%
6.04%
39.27%
14.75%
11.93%
12.58%
8.24%
9.14%
8.65%
S&P 500 Total Return
-0.11%
2.91%
7.96%
30.27%
19.72%
18.15%
16.14%
10.48%
9.46%
10.58%
First Investors Opportunity B
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Delaware Mid Cap Value C
2.05%
4.62%
4.48%
43.16%
10.95%
10.81%
10.84%
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7.49%
Pioneer Mid Cap Value R
2.25%
4.33%
5.70%
34.92%
11.79%
9.38%
10.35%
6.53%
7.96%
9.79%
Nuveen Mid Cap Value C
3.41%
5.75%
7.59%
45.53%
12.65%
12.30%
12.10%
7.17%
8.95%
9.47%
As of October 15, 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 September 30, 2021