MFS Value Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2002 0 0 0 0 0 0 0 1.12 -9.06 4.95 4.41 -3.81 0
2003 -2.93 -2.95 -0.91 7.51 5.41 0.63 1.09 1.19 -0.62 5.07 1.39 6.69 23
2004 1.14 1.91 -1.5 -0.2 -0.34 1.96 -1.88 0.99 1.66 2.16 4.6 3 14.2
2005 -1.27 2.83 -0.88 -2.04 1.64 0.39 3.04 -0.8 0.95 -1.22 2.26 0.37 5.2
2006 2.93 0.76 1.1 3.09 -2.39 0.03 1.74 1.35 2.33 3.23 2.33 1.67 19.6
2007 1.48 -0.97 1.39 3.83 3.4 -1.64 -3.84 1.43 3.57 1.99 -3.15 -0.85 6.5
2008 -5.32 -3.52 -0.96 4.74 1.61 -7.79 -1.34 2.14 -7.66 -16.44 -6.17 2.72 -33.5
2009 -9.1 -11.54 8.8 8.57 7.34 -0.26 5.9 3.08 2.96 -2.25 5.07 1.86 19.6
2010 -3.08 2.27 5.16 1.17 -8.08 -4.73 6.27 -4.4 7.87 2.91 -0.85 6.95 10.5
2011 2.1 3.23 0.36 2.66 -1.11 -2.12 -3.06 -5.93 -7.38 11.41 -0.45 0.53 -1
2012 3.77 4.56 3.39 -0.45 -7.18 3.73 1.78 1.92 2.77 -1.08 0.44 1.14 15.2
2013 6.27 1.32 3.87 2.41 2.42 -1.11 5.67 -3.79 3.43 3.97 3.31 2.58 34.4
2014 -4.54 4.56 1.22 0.06 1.68 1.41 -1.93 2.84 -1.41 2.48 2.63 0.36 9.4
2015 -3.88 5.95 -1.3 0.32 1.51 -1.58 1.81 -6.45 -2.62 8.03 0.15 -2.65 -1.6
2016 -4.14 0.1 6.27 2.39 1.61 0.12 2.92 0.52 -1.31 -1.99 4.77 1.48 13
2017 1.08 3.93 -0.54 0.3 1.3 2.25 0.47 -0.7 2.76 1.13 2.4 1.14 16.5
2018 4.64 -4.82 -2.88 -0.99 -0.11 0.25 4.91 0.25 0.24 -4.94 3.4 -10.27 -10.8
2019 7.8 3.6 0.57 4.1 -5.41 5.77 1.81 -2 2.21 0.75 3.21 1.24 25.6
2020 -1.66 -9.3 -14.96 10.65 3.51 -0.71 3.93 3.6 -3.46 -2.16 11.5 2.92 0.9
2021 -4.12 6.18 4.09 6.72 2.43 -1.44 2.31 2.43 -4.31 5.49 -3.04 3.66 21.1
2022 -3.47 -2.84 2.28 0 0 0 0 0 0 0 0 0 -4.1