MFS

  • MFS Value Fund

MFS Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 3.4 0 0 0 0 0 0 0 0 0 0 0 0
1998 3.2 2.9 4.9 5.7 -8.5 -2.6 1.1 -0.8 0.5 4.9 5.7 -0.8 16.4
1999 1 0.2 3.6 -3.3 -2.3 -1.5 2.7 -0.1 7 2.5 -0.6 -2.4 6.2
2000 5.9 -0.4 3.7 3.3 5.5 1.3 -1 4.5 1.7 13.4 -6.4 -4.7 28.6
2001 2 5.4 0.8 -6.8 -3.5 -1.3 -3.1 1.8 5.3 -3.6 -1.7 -3.2 -8.4
2002 -3.6 4.5 4.9 -8.7 1.2 -8.6 -5 0.5 -2.6 3.2 1.3 -1.2 -14.2
2003 6.8 1.4 5.1 -0.5 1.2 1.1 0.8 5.4 7.6 -0.7 -2.9 -3 23.9
2004 3 4.6 1.9 1.9 1 -1.9 2 -0.3 -0.2 -1.5 1.9 1.1 14.4
2005 0.4 2.3 -1.2 0.9 -0.8 3.1 0.4 1.7 -2 -0.9 2.9 -1.2 5.6
2006 1.7 2.4 3.3 2.4 1.4 1.7 0.1 -2.4 3.1 1.2 0.7 3 19.8
2007 -0.9 -3.1 2 3.6 1.5 -3.8 -1.6 3.4 4 1.4 -1 1.5 6.8
2008 2.8 -6.2 -16.4 -7.7 2.1 -1.3 -7.8 1.6 4.7 -0.9 -3.5 -5.3 -33.3
2009 1.9 5 -2.2 3 3.1 6 -0.2 7.3 8.5 8.8 -11.5 -9.1 19.7
2010 7 -0.8 2.9 7.9 -4.4 6.3 -4.7 -8.1 1.2 5.2 2.3 -3.1 10.5
2011 0.5 -0.5 11.4 -7.3 -5.9 -3.1 -2.1 -1.1 2.7 0.4 3.3 2.1 -1
2012 1.2 0.4 -1.1 2.8 1.9 1.8 3.7 -7.2 -0.5 3.4 4.5 3.8 0
2013 2.6 3.3 4 3.5 -3.8 5.7 -1.1 2.4 2.4 3.9 1.3 6.3 0
2014 0.4 2.7 2.5 -1.4 2.8 -1.9 1.4 1.7 0.1 1.3 4.5 -4.5 9.5
2015 -2.7 0.2 8 -2.6 -6.4 1.8 -1.6 1.5 0.3 -1.3 6 -3.9 -1.5
2016 1.5 4.8 -2 -1.3 0.5 2.9 0.2 1.6 2.4 6.3 0.1 -4.1 13
2017 1.1 2.4 1.2 2.8 -0.7 0.5 2.3 1.3 0.3 -0.5 3.9 1.1 16.6
2018 -10.3 3.4 -5 0.2 0.3 4.9 0.3 -0.1 -1 -2.9 -4.8 4.7 -10.8
2019 1.3 3.2 0.7 2.2 -2 1.8 5.8 -5.4 4.1 0.6 3.6 7.8 25.8
2020 2.8 11.5 -2.1 -3.4 3.6 3.9 -0.7 3.5 10.7 -14.9 -9.3 -1.7 1
2021 3.7 -3 5.5 -4.3 2.5 2.3 -1.4 2.4 6.8 6.3 3.8 -3.9 21.2
2022 -8.7 6.7 9.8 -8.2 -2.7 6.3 -7.9 3 -5.5 2.4 -2.9 -3.5 -12.5
2023 -2.1 6.4 -1.9 -3.9 -2.3 2.5 5.8 -4.1 1.7 -0.6 -4 2.9 -0.4
2024 -4.8 4.2 3.4 0.5 0 0 0 0 0 0 0 0 2.7