MFS Mid Cap Value A (MVCAX)

21.27 +0.26 (+1.24%) USD  |  Sep 25

MVCAX Performance

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Performance Versus Category

 
20%
15%
10%
5%
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Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of September 25, 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 A
27.08%
-2.04%
18.52%
36.19%
9.91%
-2.52%
15.38%
13.38%
-11.66%
30.54%
-14.10%
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%
3.53%
JPMorgan Mid Cap Value A
22.82%
1.91%
19.86%
31.34%
14.60%
-2.82%
14.06%
13.13%
-12.09%
26.00%
-17.77%
Pioneer Mid Cap Value A
17.75%
-6.04%
10.83%
32.94%
14.74%
-6.42%
16.10%
12.86%
-19.51%
28.04%
-14.24%
Delaware Mid Cap Value A
27.63%
-5.77%
13.14%
28.85%
6.71%
-0.32%
18.61%
16.84%
-15.56%
28.92%
-20.87%
Victory Sycamore Established Value A
21.41%
0.10%
12.12%
34.43%
11.90%
0.68%
20.66%
15.66%
-10.23%
28.36%
-12.20%
As of September 25, 2020.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value A
-4.02%
5.09%
28.13%
-8.28%
1.53%
5.64%
9.56%
6.69%
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7.69%
S&P 500 Total Return
-4.08%
7.42%
34.48%
12.64%
11.90%
13.58%
13.45%
9.13%
6.31%
9.82%
JPMorgan Mid Cap Value A
-4.38%
3.95%
24.33%
-12.80%
-1.25%
3.81%
8.93%
6.74%
9.12%
10.36%
Pioneer Mid Cap Value A
-3.35%
6.65%
26.22%
-9.97%
-1.74%
3.38%
6.72%
4.89%
6.64%
9.09%
Delaware Mid Cap Value A
-4.70%
4.36%
25.48%
-15.89%
-2.31%
4.04%
7.19%
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5.36%
Victory Sycamore Established Value A
-3.74%
4.50%
28.21%
-7.04%
2.47%
7.45%
10.50%
8.86%
8.80%
11.16%
As of September 25, 2020. 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 August 31, 2020