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 | 2.4 | 1.17 | 2.41 | 1.41 | 1.58 | 0.64 | -2.64 | 3.36 | 5.06 | 2.41 | 6.05 | -2.02 | 23.8 |
| 1997 | 3.68 | 1.89 | -2.48 | 2.86 | 5.87 | 4.45 | 6.63 | -2.95 | 5.94 | -14.29 | 4.2 | 3.46 | 18.7 |
| 1998 | -0.84 | 5.82 | 4.84 | 0.51 | -0.76 | 1.24 | -2.58 | -8.39 | 5.67 | 4.95 | 3 | 3.37 | 17.1 |
| 1999 | -2.44 | -0.56 | 2.6 | 7 | -0.11 | 2.73 | -1.46 | -2.28 | -3.17 | 3.5 | 0.23 | 1.05 | 6.8 |
| 2000 | -4.63 | -6.27 | 13.35 | 1.74 | 4.62 | -0.95 | 1.32 | 5.56 | 3.38 | 3.8 | -0.39 | 6 | 29.5 |
| 2001 | -3.15 | -1.65 | -3.49 | 5.28 | 1.85 | -3.07 | -1.24 | -3.45 | -6.79 | 0.89 | 5.42 | 2.09 | -7.8 |
| 2002 | -1.11 | 1.36 | 3.23 | -2.5 | 0.56 | -4.94 | -8.5 | 1.18 | -8.63 | 5.04 | 4.5 | -3.62 | -13.7 |
| 2003 | -2.61 | -2.63 | -0.66 | 7.58 | 5.54 | 0.84 | 1.14 | 1.23 | -0.42 | 5.14 | 1.49 | 6.77 | 25.3 |
| 2004 | 1.18 | 1.99 | -1.38 | -0.15 | -0.24 | 2.01 | -1.82 | 1.7 | 1.35 | 1.99 | 4.65 | 3.06 | 15.1 |
| 2005 | -1.17 | 2.93 | -0.8 | -1.97 | 1.71 | 0.43 | 3.14 | -0.71 | 1.01 | -1.13 | 2.36 | 0.42 | 6.2 |
| 2006 | 3.02 | 0.8 | 1.18 | 3.17 | -2.32 | 0.13 | 1.8 | 1.41 | 2.44 | 3.31 | 2.41 | 1.71 | 20.7 |
| 2007 | 1.57 | -0.92 | 1.48 | 4.2 | 3.49 | -1.53 | -3.79 | 1.52 | 3.63 | 2.07 | -3.07 | -0.81 | 7.7 |
| 2008 | -5.24 | -3.42 | -0.89 | 4.79 | 1.67 | -7.73 | -1.23 | 2.19 | -7.6 | -16.42 | -6.13 | 2.89 | -32.9 |
| 2009 | -9.06 | -11.47 | 8.85 | 8.63 | 7.4 | -0.17 | 6.03 | 3.14 | 3.05 | -2.21 | 5.13 | 1.91 | 20.5 |
| 2010 | -3.03 | 2.38 | 5.25 | 1.25 | -8.03 | -4.66 | 6.38 | -4.37 | 7.97 | 2.96 | -0.79 | 7.05 | 11.4 |
| 2011 | 2.19 | 3.3 | 0.4 | 2.74 | -1.05 | -2.04 | -3.01 | -5.86 | -7.31 | 11.46 | -0.36 | 0.58 | -0.2 |
| 2012 | 3.84 | 4.6 | 3.5 | -0.4 | -7.13 | 3.79 | 1.88 | 2.01 | 2.82 | -1.02 | 0.51 | 1.2 | 16.1 |
| 2013 | 6.31 | 1.37 | 3.98 | 2.44 | 2.52 | -1.04 | 5.74 | -3.71 | 3.5 | 4.03 | 3.38 | 2.66 | 35.5 |
| 2014 | -4.46 | 4.6 | 1.31 | 0.12 | 1.77 | 1.45 | -1.86 | 2.91 | -1.34 | 2.52 | 2.72 | 0.42 | 10.3 |
| 2015 | -3.84 | 6.04 | -1.25 | 0.4 | 1.57 | -1.51 | 1.89 | -6.37 | -2.57 | 8.09 | 0.23 | -2.59 | -0.8 |
| 2016 | -4.09 | 0.16 | 6.36 | 2.46 | 1.67 | 0.2 | 2.97 | 0.59 | -1.26 | -1.89 | 4.84 | 1.52 | 13.9 |
| 2017 | 1.17 | 4 | -0.46 | 0.35 | 1.38 | 2.31 | 0.54 | -0.64 | 2.83 | 1.2 | 2.47 | 1.18 | 17.5 |
| 2018 | 4.73 | -4.78 | -2.8 | -0.92 | -0.05 | 0.3 | 5.01 | 0.32 | 0.29 | -4.88 | 3.48 | -10.22 | -10.1 |
| 2019 | 7.9 | 3.67 | 0.43 | 4.21 | -5.34 | 5.65 | 1.89 | -1.95 | 2.11 | 0.81 | 3.27 | 1.18 | 25.8 |
| 2020 | -1.6 | -9.24 | -15.12 | 10.72 | 3.39 | -0.63 | 3.99 | 3.69 | -4.14 | -2.27 | 11.59 | 3.2 | 1 |
| 2021 | -4.38 | 3.91 | 9.29 | 4.41 | 2.51 | -1.36 | 2.35 | 2.51 | -4.42 | 5.56 | -2.98 | 3.58 | 21.2 |
| 2022 | -3.4 | -2.78 | 2.19 | -5.39 | 3.04 | -8.04 | 6.37 | -2.63 | -8.32 | 9.86 | 6.77 | -8.81 | -12.6 |
| 2023 | 2.93 | -3.97 | -0.75 | 1.74 | -4.01 | 5.63 | 2.58 | -2.21 | -4 | -1.88 | 6.5 | -2.25 | -0.5 |
| 2024 | 0.57 | 3.49 | 4.09 | -2.89 | 2.5 |