Nasdaq - Delayed Quote USD

MFS Value B (MFEBX)

54.13 -0.22 (-0.40%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 16.62%
5y Average Return 9.21%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Nov 6, 2024) 34.44%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 34.44%
Worst 3Y Total Return 5.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFEBX
Category
YTD
13.02%
4.44%
1-Month
-1.41%
-4.04%
3-Month
1.37%
4.09%
1-Year
25.89%
14.37%
3-Year
5.00%
6.04%
5-Year
8.84%
9.20%
10-Year
8.26%
8.57%
Last Bull Market
20.89%
22.97%
Last Bear Market
-10.15%
-11.27%

Annual Total Return (%) History

Year
MFEBX
Category
2024
--
--
2023
7.10%
11.63%
2022
-6.84%
-5.90%
2021
24.17%
26.22%
2020
2.88%
2.91%
2019
28.75%
25.04%
2018
-10.74%
-8.53%
2017
16.58%
15.94%

2016
13.00%
14.81%
2015
-1.54%
-4.05%
2014
9.47%
10.21%
2013
34.44%
31.21%
2012
15.31%
14.57%
2011
-0.97%
-0.75%
2010
10.53%
13.66%
2009
19.67%
24.13%
2008
-33.33%
-37.09%
2007
6.92%
1.42%
2006
19.85%
18.15%
2005
5.55%
5.95%
2004
14.34%
12.97%
2003
23.86%
28.44%
2002
-14.20%
-18.69%
2001
-8.44%
-4.99%
2000
28.48%
7.87%
1999
6.21%
6.72%
1998
16.41%
12.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.54% -2.33% 8.15% --
2023 -1.70% 3.33% -3.49% 9.24%
2022 -3.87% -10.15% -4.80% 13.28%
2021 8.39% 5.37% 0.38% 8.30%
2020 -23.96% 14.01% 5.67% 12.31%
2019 12.52% 4.79% 2.22% 6.82%
2018 -3.24% -0.85% 5.46% -11.77%
2017 4.53% 3.89% 2.50% 4.73%
2016 1.99% 4.18% 2.08% 4.18%
2015 0.53% 0.25% -7.25% 5.33%

2014 1.08% 3.16% -0.54% 5.56%
2013 11.83% 3.71% 5.20% 10.19%
2012 12.25% -4.17% 6.64% 0.52%
2011 5.84% -0.62% -15.52% 11.45%
2010 4.28% -11.38% 9.60% 9.13%
2009 -12.49% 16.24% 12.44% 4.63%
2008 -9.42% -1.83% -6.94% -19.43%
2007 1.98% 5.68% 1.05% -1.83%
2006 4.88% 0.74% 5.57% 7.44%
2005 0.72% -0.02% 3.26% 1.52%
2004 1.57% 1.51% 0.96% 9.84%
2003 -6.43% 14.31% 1.80% 13.76%
2002 3.35% -6.93% -15.57% 5.66%
2001 -8.26% 3.82% -11.26% 8.33%
2000 1.17% 5.22% 10.38% 9.35%
1999 -0.61% 9.66% -6.96% 4.74%
1998 9.90% 0.85% -5.78% 11.47%

Rank in Category (By Total Return)

YTD 74
1-Month 78
3-Month 79
1-Year 82
3-Year 88
5-Year 83

Load Adjusted Returns

1-Year 21.89%
3-Year 4.10%
5-Year 8.55%
10-Year 8.26%

Performance & Risk

YTD Return 16.62%
5y Average Return 9.21%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family MFS
Net Assets 59.61B
YTD Return 13.02%
Yield 0.61%
Morningstar Rating
Inception Date Nov 04, 1997

Fund Summary

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

Related Tickers