MFS Mid Cap Value A (MVCAX)

32.38 +0.02 (+0.06%) USD  |  Oct 25 2021

MVCAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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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 October 25, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
MFS Mid Cap Value A
-2.04%
18.52%
36.19%
9.91%
-2.52%
15.38%
13.38%
-11.66%
30.54%
4.03%
26.73%
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%
22.97%
Wells Fargo Special Mid Cap Value A
-0.95%
18.31%
38.60%
11.61%
-3.10%
21.16%
10.83%
-13.41%
35.10%
2.93%
25.26%
JHancock Disciplined Value Mid Cap A
0.32%
18.08%
39.14%
12.95%
1.80%
15.01%
15.28%
-14.90%
29.81%
5.62%
24.70%
Columbia Select Mid Cap Value A
-4.28%
16.49%
35.16%
11.99%
-5.18%
13.95%
13.33%
-13.46%
31.30%
6.48%
24.00%
JPMorgan Mid Cap Value A
1.91%
19.86%
31.34%
14.60%
-2.82%
14.06%
13.13%
-12.09%
26.00%
-0.07%
27.98%
As of October 25, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Mid Cap Value A
5.06%
7.47%
7.25%
41.38%
17.11%
12.95%
13.40%
9.08%
9.97%
9.57%
S&P 500 Total Return
2.59%
3.86%
10.00%
33.72%
21.22%
18.53%
16.34%
10.54%
9.52%
10.64%
Wells Fargo Special Mid Cap Value A
5.47%
6.47%
7.10%
41.91%
17.66%
12.53%
14.08%
9.53%
11.29%
12.11%
JHancock Disciplined Value Mid Cap A
3.88%
5.34%
5.54%
41.45%
16.29%
12.54%
14.09%
10.98%
11.52%
10.33%
Columbia Select Mid Cap Value A
4.35%
5.94%
4.67%
41.05%
16.51%
12.97%
12.77%
8.18%
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9.76%
JPMorgan Mid Cap Value A
5.09%
5.89%
5.87%
42.20%
14.27%
11.24%
12.70%
8.83%
10.72%
11.91%
As of October 25, 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 September 30, 2021