MFS Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | 0 | 0 | 0 | 0 | 1.67 | 0.13 | 3.07 | -0.8 | 0.68 | -1.18 | 2.3 | -4.57 | 0 |
| 2006 | 2.96 | 0.76 | 1.05 | 3.08 | -2.38 | -0.12 | 1.74 | 1.34 | 2.39 | 3.22 | 2.36 | 1.64 | 19.4 |
| 2007 | 1.51 | -0.97 | 1.42 | 4.23 | 3.39 | -1.57 | -3.83 | 1.42 | 3.6 | 1.95 | -3.11 | -0.86 | 7 |
| 2008 | -5.31 | -3.47 | -0.94 | 4.72 | 1.61 | -7.74 | -1.33 | 2.14 | -7.64 | -16.44 | -6.15 | 2.7 | -33.4 |
| 2009 | -9.08 | -11.51 | 8.75 | 8.55 | 7.39 | -0.23 | 5.89 | 3.08 | 2.98 | -2.19 | 5 | 1.89 | 19.7 |
| 2010 | -3.08 | 2.27 | 5.22 | 1.17 | -8.11 | -4.72 | 6.31 | -4.44 | 7.9 | 2.91 | -0.85 | 6.96 | 10.5 |
| 2011 | 2.14 | 3.27 | 0.37 | 2.65 | -1.11 | -2.14 | -3.06 | -5.91 | -5.12 | 8.75 | -0.45 | 0.53 | -0.9 |
| 2012 | 3.81 | 4.54 | 3.39 | -0.45 | -7.16 | 3.73 | 1.78 | 1.96 | 2.76 | -1.07 | 0.44 | 1.14 | 15.3 |
| 2013 | 6.29 | 1.28 | 3.91 | 2.4 | 2.42 | -1.1 | 5.69 | -3.77 | 3.43 | 3.96 | 3.3 | 2.61 | 34.5 |
| 2014 | -4.53 | 4.55 | 1.25 | 0.06 | 1.67 | 1.41 | -1.92 | 2.83 | -1.4 | 2.48 | 2.65 | 0.34 | 9.5 |
| 2015 | -3.87 | 5.96 | -1.32 | 0.35 | 1.51 | -1.58 | 1.83 | -6.42 | -2.64 | 8.03 | 0.17 | -2.67 | -1.5 |
| 2016 | -4.16 | 0.1 | 6.27 | 2.41 | 1.61 | 0.15 | 2.9 | 0.51 | -1.3 | -1.98 | 4.78 | 1.45 | 13 |
| 2017 | 1.1 | 3.94 | -0.54 | 0.3 | 1.32 | 2.24 | 0.47 | -0.7 | 2.76 | 1.15 | 2.39 | 1.14 | 16.6 |
| 2018 | 4.65 | -4.82 | -2.86 | -0.99 | -0.11 | 0.24 | 4.92 | 0.28 | 0.22 | -4.94 | 3.41 | -10.26 | -10.8 |
| 2019 | 7.82 | 3.61 | 0.54 | 4.11 | -5.4 | 5.76 | 1.82 | -2.01 | 2.25 | 0.73 | 3.22 | 1.26 | 25.7 |
| 2020 | -1.65 | -9.29 | -14.95 | 10.65 | 3.49 | -0.7 | 3.91 | 3.61 | -3.49 | -2.16 | 11.52 | 2.95 | 0.9 |
| 2021 | -4.14 | 3.83 | 6.29 | 6.9 | 2.44 | -1.43 | 2.3 | 2.44 | -4.33 | 5.5 | -3.02 | 3.66 | 21.1 |
| 2022 | -3.47 | -2.84 | 2.34 | -5.46 | 2.98 | -7.92 | 6.31 | -2.69 | -8.21 | 9.79 | 6.7 | -8.79 | -12.7 |
| 2023 | 2.84 | -4.02 | -0.65 | 1.69 | -4.08 | 5.74 | 2.53 | -2.28 | -3.89 | -1.92 | 6.42 | -2.24 | -0.6 |
| 2024 | 0.5 | 3.43 | 4.17 | -4.34 | 2.2 |