MFS Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3.39 | 0 |
| 1998 | -0.84 | 5.69 | 4.85 | 0.44 | -0.76 | 1.15 | -2.64 | -8.41 | 5.61 | 4.89 | 2.94 | 1.82 | 14.7 |
| 1999 | -2.44 | -0.63 | 2.53 | 7.02 | -0.17 | 2.66 | -1.52 | -2.34 | -3.22 | 3.51 | 0.18 | 0.95 | 6.2 |
| 2000 | -4.7 | -6.29 | 13.29 | 1.69 | 4.52 | -0.99 | 1.27 | 5.52 | 3.31 | 3.72 | -0.39 | 5.95 | 28.7 |
| 2001 | -3.26 | -1.66 | -3.58 | 5.2 | 1.81 | -3.06 | -1.34 | -3.47 | -6.88 | 0.84 | 5.39 | 1.99 | -8.5 |
| 2002 | -1.16 | 1.31 | 3.22 | -2.56 | 0.52 | -4.98 | -8.59 | 1.18 | -8.72 | 4.94 | 4.46 | -3.61 | -14.2 |
| 2003 | -2.98 | -2.88 | -0.7 | 7.55 | 5.45 | 0.81 | 1.03 | 1.24 | -0.46 | 5.05 | 1.44 | 6.7 | 23.8 |
| 2004 | 1.14 | 1.95 | -1.45 | -0.19 | -0.34 | 2.01 | -1.87 | 1.19 | 1.9 | 1.91 | 4.63 | 3.02 | 14.6 |
| 2005 | -1.22 | 2.86 | -0.87 | -2.03 | 1.68 | 0.37 | 3.07 | -0.76 | 0.95 | -1.17 | 2.29 | 0.38 | 5.5 |
| 2006 | 2.96 | 0.76 | 1.11 | 3.11 | -2.37 | 0.09 | 1.73 | 1.38 | 2.38 | 3.25 | 2.35 | 1.67 | 19.9 |
| 2007 | 1.5 | -0.96 | 1.42 | 3.97 | 3.41 | -1.6 | -3.81 | 1.46 | 3.61 | 1.98 | -3.13 | -0.82 | 6.9 |
| 2008 | -5.32 | -3.49 | -0.92 | 4.74 | 1.6 | -7.75 | -1.33 | 2.13 | -7.65 | -16.41 | -6.17 | 2.72 | -33.4 |
| 2009 | -9.14 | -11.51 | 8.82 | 8.56 | 7.34 | -0.24 | 5.91 | 3.11 | 2.95 | -2.23 | 5.02 | 1.88 | 19.7 |
| 2010 | -3.06 | 2.25 | 5.23 | 1.16 | -8.11 | -4.69 | 6.27 | -4.41 | 7.89 | 2.89 | -0.84 | 6.96 | 10.5 |
| 2011 | 2.17 | 3.25 | 0.32 | 2.68 | -1.1 | -2.13 | -3.08 | -5.88 | -7.4 | 11.41 | -0.45 | 0.53 | -0.9 |
| 2012 | 3.83 | 4.51 | 3.41 | -0.44 | -7.19 | 3.75 | 1.81 | 1.9 | 2.79 | -1.07 | 0.44 | 1.13 | 15.3 |
| 2013 | 6.25 | 1.35 | 3.88 | 2.39 | 2.44 | -1.09 | 5.65 | -3.78 | 3.48 | 3.94 | 3.31 | 2.6 | 34.5 |
| 2014 | -4.53 | 4.55 | 1.25 | 0.06 | 1.66 | 1.44 | -1.94 | 2.85 | -1.41 | 2.49 | 2.63 | 0.37 | 9.5 |
| 2015 | -3.87 | 5.95 | -1.31 | 0.35 | 1.5 | -1.56 | 1.82 | -6.44 | -2.62 | 8.05 | 0.14 | -2.65 | -1.5 |
| 2016 | -4.16 | 0.1 | 6.27 | 2.42 | 1.6 | 0.13 | 2.91 | 0.51 | -1.29 | -1.97 | 4.78 | 1.47 | 13 |
| 2017 | 1.07 | 3.97 | -0.54 | 0.27 | 1.34 | 2.24 | 0.47 | -0.7 | 2.76 | 1.14 | 2.4 | 1.13 | 16.6 |
| 2018 | 4.66 | -4.84 | -2.86 | -0.98 | -0.1 | 0.24 | 4.93 | 0.25 | 0.24 | -4.93 | 3.39 | -10.26 | -10.8 |
| 2019 | 7.82 | 3.61 | 0.56 | 4.13 | -5.41 | 5.77 | 1.81 | -1.97 | 2.23 | 0.72 | 3.24 | 1.25 | 25.7 |
| 2020 | 3.63 | 3.91 | -0.69 | 3.51 | 10.66 | -14.96 | -9.31 | -1.64 | -3.46 | -2.03 | 11.36 | 2.94 | 1 |
| 2021 | -4.12 | 3.84 | 6.28 | 6.88 | 2.43 | -1.43 | 2.3 | 2.44 | -4.33 | 5.51 | -3.03 | 3.69 | 21.2 |
| 2022 | -3.46 | -2.85 | 2.32 | -5.45 | 2.97 | -7.91 | 6.32 | -2.71 | -8.2 | 9.79 | 6.72 | -8.75 | -12.6 |
| 2023 | 2.85 | -4.02 | -0.65 | 1.69 | -4.08 | 5.74 | 2.53 | -2.28 | -3.87 | -1.95 | 6.42 | -2.16 | -0.5 |
| 2024 | 0.49 | 3.43 | 4.18 | -2.93 | 2.4 |