Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEIHX (MFS VALUE FUND R3) | -0.87% | 4.89% | 5.96% | 11.50% | 8.25% | 9.74% | 8.19% | 8.11% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIHX (MFS VALUE FUND R3) | 04/08/2005 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/08/2005.
AR inception is since 04/08/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.62 | 4.89 | 5.96 | 11.50 | 8.25 | 9.74 | 8.19 | 8.11 | -0.87 | 11.60 | 7.94 | -6.26 | 25.11 | 3.70 | 29.74 | -10.13 | 17.49 | 13.87 | -0.79 | 10.29 | 35.51 | 16.13 | -0.21 | 11.40 | 20.53 | -32.83 | 7.34 | 20.60 | 4.63 |
| Sharpe Ratio | NA | -0.10 | 0.11 | 0.61 | 0.38 | NA | NA | 0.36 | -0.26 | 0.51 | 0.31 | -0.39 | 2.08 | 0.10 | 2.45 | -0.77 | 2.48 | 1.04 | -0.05 | 0.94 | 3.23 | 1.30 | -0.01 | 0.67 | 0.76 | -0.82 | 0.27 | 1.75 | 0.40 |
| Standard Deviation(%) | NA | 14.96 | 15.16 | 15.36 | 17.02 | NA | NA | 18.73 | 21.95 | 9.81 | 11.91 | 19.51 | 12.04 | 35.15 | 11.58 | 14.88 | 6.83 | 13.12 | 15.11 | 10.94 | 10.97 | 12.48 | 23.04 | 16.94 | 26.94 | 41.20 | 16.16 | 9.92 | 10.12 |
| Draw Down(%) | NA | 13.62 | 13.99 | 17.73 | 36.70 | NA | NA | 52.82 | 13.00 | 7.38 | 9.63 | 17.73 | 4.79 | 36.70 | 5.59 | 20.20 | 3.49 | 8.66 | 11.61 | 7.64 | 5.15 | 10.63 | 20.29 | 14.83 | 28.44 | 45.26 | 9.26 | 8.02 | 5.72 |
| Yield(%) | 0.00 | 8.53 | 7.62 | 7.76 | 6.18 | 7.77 | 6.82 | 6.72 | 0.00 | 9.35 | 8.22 | 6.48 | 3.84 | 2.44 | 3.75 | 2.93 | 4.85 | 3.93 | 5.41 | 4.95 | 4.13 | 2.75 | 1.66 | 1.45 | 1.80 | 1.33 | 8.52 | 4.84 | 5.28 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIHX (MFS VALUE FUND R3) |
-12.30%
Feb 2006 - Feb 2009 |
-1.76%
May 2007 - May 2012 |
6.28%
May 2007 - May 2017 |
6.43%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIHX (MFS VALUE FUND R3) |
21.82%
Feb 2009 - Feb 2012 |
21.22%
Feb 2009 - Feb 2014 |
14.44%
Feb 2009 - Feb 2019 |
12.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart