MFS

  • MFS Value Fund

MFS Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1995 0 0 0 0 0 0 0 0 0 0 0 0 0
1996 -2 6.1 2.4 5.1 3.4 -2.6 0.6 1.6 1.4 2.4 1.2 2.4 23.7
1997 3.5 4.2 -14.3 5.9 -3 6.6 4.5 5.9 2.9 -2.5 1.9 3.7 18.7
1998 3.4 3 5 5.7 -8.4 -2.6 1.2 -0.8 0.5 4.8 5.8 -0.8 17.1
1999 1.1 0.2 3.5 -3.2 -2.3 -1.5 2.7 -0.1 7 2.6 -0.6 -2.4 6.8
2000 6 -0.4 3.8 3.4 5.6 1.3 -1 4.6 1.7 13.4 -6.3 -4.6 29.5
2001 2.1 5.4 0.9 -6.8 -3.5 -1.2 -3.1 1.9 5.3 -3.5 -1.7 -3.2 0
2002 -3.6 4.5 5 -8.6 1.2 -8.5 -4.9 0.6 -2.5 3.2 1.4 -1.1 -13.7
2003 6.8 1.5 5.1 -0.4 1.2 1.1 0.8 5.5 7.6 -0.7 -2.6 -2.6 25.3
2004 3.1 4.7 2 1.4 1.7 -1.8 2 -0.2 -0.2 -1.4 2 1.2 15.1
2005 0.4 2.4 -1.1 1 -0.7 3.1 0.4 1.7 -2 -0.8 2.9 -1.2 6.2
2006 1.7 2.4 3.3 2.4 1.4 1.8 0.1 -2.3 3.2 1.2 0.8 3 20.7
2007 -0.8 -3.1 2.1 3.6 1.5 -3.8 -1.5 3.5 4.2 1.5 -0.9 1.6 0
2008 2.9 -6.1 -16.4 -7.6 2.2 -1.2 -7.7 1.7 4.8 -0.9 -3.4 -5.2 -32.9
2009 1.9 5.1 -2.2 3.1 3.1 6 -0.2 7.4 8.6 8.9 -11.5 -9.1 0
2010 7.1 -0.8 3 8 -4.4 6.4 -4.7 -8 1.3 5.3 2.4 -3 11.4
2011 0.6 -0.4 11.5 -7.3 -5.9 -3 -2 -1.1 2.7 0.4 3.3 2.2 -0.2
2012 1.2 0.5 -1 2.8 2 1.9 3.8 -7.1 -0.4 3.5 4.6 3.8 16.1
2013 2.7 3.4 4 3.5 -3.7 5.7 -1 2.5 2.4 4 1.4 6.3 35.5
2014 0.4 2.7 2.5 -1.3 2.9 -1.9 1.5 1.8 0.1 1.3 4.6 -4.5 10.3
2015 -2.6 0.2 8.1 -2.6 -6.4 1.9 -1.5 1.6 0.4 -1.3 6 -3.8 -0.8
2016 1.5 4.8 -1.9 -1.3 0.6 3 0.2 1.7 2.5 6.4 0.2 -4.1 13.9
2017 1.2 2.5 1.2 2.8 -0.6 0.5 2.3 1.4 0.4 -0.5 4 1.2 17.5
2018 -10.2 3.5 -4.9 0.3 0.3 5 0.3 -0.1 -0.9 -2.8 -4.8 4.7 -10.1
2019 1.2 3.3 0.8 2.1 -2 1.9 5.7 -5.3 4.2 0.4 3.7 7.9 25.8
2020 3.2 11.6 -2.3 -4.1 3.7 4 -0.6 3.4 10.7 -15.1 -9.2 -1.6 0.9
2021 3.6 -3 5.6 -4.4 2.5 2.4 -1.4 2.5 4.4 9.3 3.9 -4.4 21.2
2022 -8.8 6.8 9.9 -8.3 -2.6 6.4 -8 3 -5.4 2.2 -2.8 -3.4 -12.6
2023 -2.3 6.5 -1.9 -4 -2.2 2.6 5.6 -4 1.7 -0.8 -4 2.9 -0.5
2024 -2.9 4.1 3.5 0.6 0 0 0 0 0 0 0 0 5.2