MFS Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1997 | 3.77 | 1.9 | -2.4 | 2.78 | 5.87 | 4.53 | 6.56 | -2.95 | 5.94 | -14.24 | 4.2 | 3.46 | 18.9 |
| 1998 | -0.77 | 5.82 | 4.97 | 0.44 | -0.75 | 1.26 | -2.51 | -8.38 | 5.74 | 4.94 | 3.25 | 1.9 | 16 |
| 1999 | -2.37 | -0.5 | 2.6 | 7.04 | -0.06 | 2.73 | -1.4 | -2.27 | -3.15 | 3.55 | 0.29 | -0.36 | 5.8 |
| 2000 | -4.61 | -6.24 | 13.37 | 1.79 | 4.6 | -0.87 | 1.32 | 5.59 | 3.08 | 3.79 | -0.29 | 2.6 | 25.3 |
| 2001 | -3.14 | -1.6 | -3.79 | 5.32 | 1.9 | -3.29 | -1.23 | -3.39 | -7.08 | 0.89 | 5.46 | 1.78 | -8.6 |
| 2002 | -1.49 | 1.41 | 3.08 | -2.49 | 0.61 | -5.19 | -8.53 | 1.23 | -9.09 | 5.1 | 4.55 | -3.94 | -14.9 |
| 2003 | -2.84 | -2.86 | -1.02 | 7.62 | 5.46 | 0.51 | 1.19 | 1.29 | -0.77 | 5.12 | 1.54 | 6.78 | 23.5 |
| 2004 | 1.23 | 1.99 | -1.33 | -0.15 | -0.19 | 2.05 | -1.76 | 1.2 | 2.02 | 2.03 | 4.68 | 3.1 | 15.7 |
| 2005 | -1.12 | 2.92 | -0.77 | -1.97 | 1.75 | 0.47 | 3.21 | -0.71 | 1.04 | -1.08 | 2.35 | 0.47 | 6.6 |
| 2006 | 3.06 | 0.84 | 1.22 | 3.2 | -2.31 | 0.14 | 1.84 | 1.48 | 2.44 | 3.33 | 2.44 | 1.76 | 21.1 |
| 2007 | 1.6 | -0.88 | 1.52 | 4.34 | 3.51 | -1.51 | -3.74 | 1.51 | 3.7 | 2.06 | -3.02 | -0.79 | 8.2 |
| 2008 | -5.18 | -3.4 | -0.88 | 4.81 | 1.7 | -7.68 | -1.23 | 2.23 | -7.56 | -16.39 | -6.1 | 2.86 | -32.7 |
| 2009 | -9.03 | -11.49 | 8.88 | 8.66 | 7.43 | -0.11 | 6.01 | 3.18 | 3.05 | -2.15 | 5.11 | 1.97 | 20.9 |
| 2010 | -3.02 | 2.37 | 5.28 | 1.29 | -8.04 | -4.63 | 6.4 | -4.35 | 8 | 2.99 | -0.78 | 7.09 | 11.7 |
| 2011 | 2.18 | 3.33 | 0.46 | 2.73 | -1 | -2.05 | -3 | -5.8 | -7.3 | 11.46 | -0.35 | 0.6 | 0 |
| 2012 | 3.92 | 4.63 | 3.49 | -0.4 | -7.09 | 3.84 | 1.87 | 2.04 | 2.83 | -0.98 | 0.51 | 1.23 | 16.4 |
| 2013 | 6.36 | 1.4 | 3.98 | 2.46 | 2.51 | -1 | 5.78 | -3.7 | 3.54 | 4.01 | 3.42 | 2.68 | 35.9 |
| 2014 | -4.44 | 4.61 | 1.33 | 0.15 | 1.76 | 1.51 | -1.85 | 2.92 | -1.32 | 2.57 | 2.73 | 0.43 | 10.6 |
| 2015 | -3.79 | 6.04 | -1.22 | 0.43 | 1.59 | -1.49 | 1.9 | -6.36 | -2.55 | 8.14 | 0.23 | -2.56 | -0.5 |
| 2016 | -4.07 | 0.16 | 6.38 | 2.5 | 1.69 | 0.2 | 3.01 | 0.58 | -1.21 | -1.88 | 4.84 | 1.55 | 14.2 |
| 2017 | 1.19 | 4.04 | -0.46 | 0.37 | 1.4 | 2.36 | 0.53 | -0.61 | 2.83 | 1.24 | 2.48 | 1.22 | 17.8 |
| 2018 | 4.73 | -4.75 | -2.78 | -0.91 | -0.03 | 0.33 | 5.03 | 0.34 | 0.3 | -4.85 | 3.48 | -10.2 | -9.9 |
| 2019 | 7.91 | 3.71 | 0.4 | 4.21 | -5.32 | 5.61 | 1.9 | -1.91 | 2.05 | 0.83 | 3.32 | 1.13 | 25.8 |
| 2020 | 3.69 | 4.02 | -0.62 | 3.36 | 10.75 | -15.18 | -9.21 | -1.57 | -4.33 | -2.29 | 11.57 | 2.91 | 1 |
| 2021 | -4.09 | 3.91 | 9.43 | 4.42 | 2.53 | -1.33 | 2.37 | 2.53 | -4.47 | 5.59 | -2.96 | 3.56 | 21.2 |
| 2022 | -3.38 | -2.76 | 2.16 | -5.37 | 3.06 | -8.07 | 6.4 | -2.62 | -8.37 | 9.87 | 6.81 | -8.83 | -12.6 |
| 2023 | 2.95 | -3.94 | -0.78 | 1.77 | -4 | 5.59 | 2.6 | -2.2 | -4.04 | -1.85 | 6.52 | -2.26 | -0.4 |
| 2024 | 0.59 | 3.51 | 4.06 | -4.3 | 2.5 |