MFS Mid Cap Value 529B (EBCVX)

26.99 +0.12 (+0.45%) USD  |  Apr 14

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 April 13, 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%
15.57%
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%
10.73%
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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PGIM QMA Mid-Cap Value C
-1.45%
13.60%
36.04%
13.93%
-7.32%
20.16%
11.53%
-20.50%
18.78%
-7.29%
22.44%
Neuberger Berman M/C Intrinsic Val Tr
-6.81%
15.57%
36.45%
12.85%
-8.19%
17.96%
16.44%
-14.84%
17.06%
-4.31%
20.29%
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%
15.65%
As of April 13, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value 529B
1.97%
10.85%
30.69%
62.11%
11.74%
11.08%
10.46%
7.78%
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8.50%
S&P 500 Total Return
5.13%
9.11%
18.85%
52.50%
18.17%
17.00%
14.48%
10.35%
8.59%
10.47%
First Investors Opportunity B
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PGIM QMA Mid-Cap Value C
0.17%
16.20%
47.20%
83.89%
3.91%
6.75%
7.96%
6.30%
7.59%
8.47%
Neuberger Berman M/C Intrinsic Val Tr
0.04%
15.08%
47.39%
79.08%
5.18%
8.42%
8.51%
6.68%
8.10%
8.88%
JNL/MFS Mid Cap Value I
1.91%
11.00%
31.05%
63.34%
12.44%
12.38%
10.22%
8.36%
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9.04%
As of April 13, 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 March 31, 2021