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MFS Value B (MFEBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.00-0.25 (-0.49%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.28%
5-year average return9.29%
Number of years up19
Number of years down7
Best 1-yr total return (19 May 2024)34.44%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return34.44%
Worst 3-yr total return5.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFEBXCategory
YTD4.33%4.44%
1-month-3.87%-4.04%
3-month3.83%4.09%
1-year11.79%14.37%
3-year4.55%6.04%
5-year7.88%9.20%
10-year7.93%8.57%
Last bull market20.89%22.97%
Last bear market-10.15%-11.27%

Annual total return (%) history

Year
MFEBXCategory
2024
N/AN/A
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
20248.54%N/AN/AN/A
2023-1.70%3.33%-3.49%9.24%
2022-3.87%-10.15%-4.80%13.28%
20218.39%5.37%0.38%8.30%
2020-23.96%14.01%5.67%12.31%
201912.52%4.79%2.22%6.82%
2018-3.24%-0.85%5.46%-11.77%
20174.53%3.89%2.50%4.73%
20161.99%4.18%2.08%4.18%
20150.53%0.25%-7.25%5.33%
20141.08%3.16%-0.54%5.56%
201311.83%3.71%5.20%10.19%
201212.25%-4.17%6.64%0.52%
20115.84%-0.62%-15.52%11.45%
20104.28%-11.38%9.60%9.13%
2009-12.49%16.24%12.44%4.63%
2008-9.42%-1.83%-6.94%-19.43%
20071.98%5.68%1.05%-1.83%
20064.88%0.74%5.57%7.44%
20050.72%-0.02%3.26%1.52%
20041.57%1.51%0.96%9.84%
2003-6.43%14.31%1.80%13.76%
20023.35%-6.93%-15.57%5.66%
2001-8.26%3.82%-11.26%8.33%
20001.17%5.22%10.38%9.35%
1999-0.61%9.66%-6.96%4.74%
19989.90%0.85%-5.78%11.47%

Rank in category (by total return)

YTD54
1-month42
3-month56
1-year70
3-year80
5-year79

Load adjusted returns

1-year7.79%
3-year3.66%
5-year7.58%
10-year7.93%