MFS Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | 0 | 0 | 0 | 0 | 1.71 | 0.17 | 3.14 | -0.75 | 0.67 | -1.08 | 2.32 | 0.45 | 0 |
| 2006 | 2.98 | 0.8 | 1.21 | 3.13 | -2.32 | 0.12 | 1.8 | 1.41 | 2.44 | 3.31 | 2.41 | 1.71 | 20.6 |
| 2007 | 1.57 | -0.92 | 1.49 | 3.85 | 3.5 | -1.54 | -3.79 | 1.52 | 3.63 | 2.03 | -3.04 | -0.83 | 7.3 |
| 2008 | -5.21 | -3.42 | -0.91 | 4.8 | 1.71 | -7.71 | -1.28 | 2.2 | -7.58 | -16.35 | -6.13 | 2.82 | -32.8 |
| 2009 | -9.09 | -11.44 | 8.81 | 8.65 | 7.42 | -0.16 | 5.99 | 3.15 | 3.07 | -2.16 | 5.09 | 1.91 | 20.5 |
| 2010 | -2.99 | 2.34 | 5.27 | 1.25 | -8.05 | -4.67 | 6.39 | -4.38 | 7.94 | 3.02 | -0.79 | 7.02 | 11.4 |
| 2011 | 2.2 | 3.31 | 0.41 | 2.74 | -1.05 | -2.04 | -3.02 | -5.84 | -5.07 | 8.79 | -0.36 | 0.59 | -0.2 |
| 2012 | 3.85 | 4.62 | 3.47 | -0.4 | -7.11 | 3.8 | 1.88 | 1.97 | 2.83 | -1.02 | 0.52 | 1.21 | 16.1 |
| 2013 | 6.33 | 1.38 | 3.95 | 2.48 | 2.49 | -1.03 | 5.72 | -3.69 | 3.51 | 4.01 | 3.39 | 2.66 | 35.5 |
| 2014 | -4.47 | 4.62 | 1.31 | 0.12 | 1.74 | 1.46 | -1.87 | 2.91 | -1.34 | 2.53 | 2.73 | 0.43 | 10.3 |
| 2015 | -3.85 | 6.03 | -1.22 | 0.4 | 1.57 | -1.51 | 1.89 | -6.39 | -2.58 | 8.11 | 0.23 | -2.59 | -0.8 |
| 2016 | -4.1 | 0.16 | 6.35 | 2.46 | 1.67 | 0.2 | 2.98 | 0.56 | -1.23 | -1.93 | 4.86 | 1.53 | 13.9 |
| 2017 | 1.14 | 4.02 | -0.47 | 0.35 | 1.38 | 2.31 | 0.54 | -0.66 | 2.85 | 1.2 | 2.46 | 1.21 | 17.5 |
| 2018 | 4.7 | -4.77 | -2.79 | -0.95 | -0.03 | 0.29 | 5 | 0.32 | 0.3 | -4.87 | 3.46 | -10.22 | -10.1 |
| 2019 | 7.9 | 3.66 | 0.43 | 4.2 | -5.34 | 5.64 | 1.89 | -1.93 | 2.09 | 0.79 | 3.31 | 1.17 | 25.8 |
| 2020 | -1.6 | -9.23 | -15.13 | 10.73 | 3.4 | -0.66 | 4.01 | 3.68 | -4.13 | -2.28 | 11.56 | 3.21 | 0.9 |
| 2021 | -4.38 | 3.88 | 9.31 | 4.41 | 2.5 | -1.35 | 2.36 | 2.5 | -4.42 | 5.55 | -2.97 | 3.58 | 21.2 |
| 2022 | -3.4 | -2.79 | 2.2 | -5.39 | 3.05 | -8.06 | 6.38 | -2.65 | -8.32 | 9.86 | 6.78 | -8.85 | -12.7 |
| 2023 | 2.92 | -3.95 | -0.75 | 1.75 | -4.03 | 5.61 | 2.59 | -2.22 | -4 | -1.87 | 6.51 | -2.29 | -0.5 |
| 2024 | 0.55 | 3.49 | 4.09 | -5.12 | 2.4 |