MFS Mid Cap Value 529B (EBCVX)

20.33 +0.00 (+0.00%) USD  |  Aug 11

EBCVX Performance

Edit Comparables

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of August 11, 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%
-9.88%
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%
4.38%
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%
-17.13%
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%
-13.63%
Pioneer Mid Cap Value R
17.35%
-6.31%
10.51%
32.42%
14.35%
-6.84%
15.70%
12.35%
-19.84%
27.50%
-11.08%
As of August 11, 2020.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value 529B
9.77%
17.24%
-10.36%
0.57%
3.65%
4.50%
10.03%
6.01%
--
7.17%
S&P 500 Total Return
4.77%
14.29%
0.25%
16.47%
13.14%
12.11%
14.18%
9.08%
6.24%
9.89%
First Investors Opportunity B
--
--
--
--
--
--
--
--
--
--
Delaware Mid Cap Value C
10.20%
17.05%
-15.47%
-7.97%
-0.05%
2.76%
7.59%
--
--
4.93%
Nuveen Mid Cap Value R3
9.32%
16.18%
-14.37%
-5.42%
2.02%
4.28%
8.62%
5.69%
7.34%
9.02%
Pioneer Mid Cap Value R
9.81%
15.09%
-11.94%
-3.70%
0.40%
2.13%
7.34%
4.63%
6.55%
8.96%
As of August 11, 2020. 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 July 31, 2020