MFS Mid Cap Value I (MCVIX)

26.69 -0.16 (-0.60%) USD  |  Mar 23 2023
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MCVIX Performance

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 March 23, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
MFS Mid Cap Value I
36.57%
10.15%
-2.27%
15.68%
13.69%
-11.44%
30.83%
4.27%
30.86%
-8.76%
-4.95%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.28%
JNL/MFS Mid Cap Value I
32.90%
13.33%
-8.71%
13.74%
13.33%
-11.46%
31.36%
4.13%
30.93%
-8.76%
-5.13%
JPMorgan Mid Cap Value I
31.66%
14.85%
-2.59%
14.37%
13.41%
-11.86%
26.34%
0.17%
29.80%
-8.26%
-5.70%
Vanguard Mid-Cap Value Index Admiral
37.66%
13.98%
-1.80%
15.26%
17.04%
-12.42%
27.99%
2.54%
28.76%
-7.90%
-5.78%
Principal MidCap Value I Inst
33.63%
13.50%
-7.16%
15.26%
14.62%
-10.91%
26.67%
6.51%
31.18%
-6.00%
-3.44%
As of March 23, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value I
-9.25%
-4.88%
3.89%
-10.20%
26.78%
7.45%
8.99%
8.85%
9.85%
8.64%
S&P 500 Total Return
-1.42%
3.16%
7.88%
-9.85%
22.81%
10.75%
11.89%
9.73%
9.85%
9.78%
JNL/MFS Mid Cap Value I
-9.39%
-5.07%
3.76%
-10.38%
27.02%
7.47%
8.09%
7.88%
--
7.90%
JPMorgan Mid Cap Value I
-9.87%
-5.73%
1.52%
-11.98%
24.98%
5.56%
7.94%
8.38%
9.56%
10.90%
Vanguard Mid-Cap Value Index Admiral
-9.59%
-5.97%
2.22%
-11.83%
25.32%
5.92%
8.99%
8.86%
--
7.88%
Principal MidCap Value I Inst
-7.98%
-3.63%
6.25%
-6.73%
28.71%
8.33%
9.01%
8.75%
--
9.16%
As of March 23, 2023. 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
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Downside
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Capture Ratio
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As of February 28, 2023