MFS Mid Cap Value 529B (EBCVX)

27.79 -0.07 (-0.25%) USD  |  Jul 30

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 July 30, 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%
19.53%
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%
17.99%
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%
19.01%
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%
19.68%
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%
19.88%
As of July 30, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value 529B
0.51%
0.47%
20.15%
43.10%
11.46%
10.74%
11.01%
8.44%
--
8.55%
S&P 500 Total Return
2.38%
5.50%
19.19%
37.51%
18.35%
17.35%
15.35%
10.85%
8.82%
10.58%
First Investors Opportunity B
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Delaware Mid Cap Value C
0.14%
-0.55%
19.21%
49.42%
7.56%
9.86%
9.03%
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7.32%
JNL/MFS Mid Cap Value I
0.55%
0.48%
20.38%
43.72%
12.05%
11.63%
10.91%
8.61%
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9.10%
Pioneer Mid Cap Value R
1.14%
0.85%
21.63%
41.62%
8.57%
8.35%
8.80%
6.88%
7.41%
9.77%
As of July 30, 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 June 30, 2021