UK markets closed

MFS Mid Cap Value B (MCBVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
30.30-0.16 (-0.53%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.14%
5-year average return10.22%
Number of years up16
Number of years down6
Best 1-yr total return (21 May 2024)38.90%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return38.90%
Worst 3-yr total return4.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMCBVXCategory
YTD3.78%21.28%
1-month-4.47%-1.96%
3-month5.63%4.90%
1-year14.56%55.83%
3-year4.55%11.08%
5-year8.71%11.93%
10-year7.72%10.64%
Last bull market25.64%25.54%
Last bear market-12.64%-22.08%

Annual total return (%) history

Year
MCBVXCategory
2024
N/AN/A
2023
11.68%N/A
2022
-9.66%N/A
2021
29.53%N/A
2020
3.22%2.63%
2019
29.59%25.18%
2018
-12.34%-12.86%
2017
12.55%13.22%
2016
14.55%18.06%
2015
-3.24%-5.41%
2014
9.08%9.31%
2013
35.16%35.14%
2012
17.66%16.60%
2011
-2.76%-3.96%
2010
26.02%21.92%
2009
38.90%35.41%
2008
-42.35%-36.77%
2007
1.08%0.83%
2006
10.13%15.87%
2005
7.09%8.82%
2004
20.66%17.85%
2003
33.52%33.85%
2002
-13.07%-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.64%N/AN/AN/A
20230.31%5.22%-4.74%11.07%
2022-2.80%-12.64%-4.81%11.78%
202113.11%4.73%-0.53%9.92%
2020-31.04%19.43%5.09%19.25%
201914.28%4.36%1.74%6.81%
2018-2.18%2.05%3.28%-14.97%
20173.28%2.21%2.16%4.37%
20163.56%1.75%4.03%4.50%
20153.30%-0.61%-8.16%2.61%
20143.27%4.73%-4.32%5.40%
201312.83%3.00%6.94%8.76%
201211.43%-4.07%5.91%3.93%
20117.25%0.44%-19.53%12.18%
20109.14%-9.55%12.98%13.00%
2009-9.10%19.42%20.84%5.89%
2008-10.02%1.41%-13.15%-27.26%
20075.19%4.10%-2.67%-5.16%
20064.23%-3.98%1.72%8.18%
2005-2.76%3.53%4.44%1.85%
20045.51%2.57%-1.83%13.56%
2003-4.95%17.92%4.02%14.51%
20026.80%-8.23%-16.86%6.68%

Rank in category (by total return)

YTD27
1-month29
3-month19
1-year49
3-year51
5-year46

Load adjusted returns

1-year10.56%
3-year3.63%
5-year8.43%
10-year7.72%