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 | 0.51 | -0.76 | 1.11 | -2.58 | -8.47 | 5.67 | 4.89 | 2.94 | 3.23 | 16.4 |
| 1999 | -2.44 | -0.63 | 2.52 | 6.95 | -0.12 | 2.65 | -1.52 | -2.34 | -3.26 | 3.57 | 0.17 | 0.95 | 6.2 |
| 2000 | -4.7 | -6.35 | 13.35 | 1.69 | 4.52 | -1 | 1.27 | 5.46 | 3.34 | 3.71 | -0.39 | 5.94 | 28.6 |
| 2001 | -3.21 | -1.71 | -3.57 | 5.25 | 1.76 | -3.07 | -1.34 | -3.47 | -6.82 | 0.78 | 5.39 | 1.99 | -8.4 |
| 2002 | -1.16 | 1.31 | 3.21 | -2.56 | 0.52 | -4.97 | -8.59 | 1.18 | -8.72 | 4.94 | 4.46 | -3.61 | -14.2 |
| 2003 | -2.98 | -2.88 | -0.7 | 7.55 | 5.44 | 0.8 | 1.08 | 1.18 | -0.47 | 5.1 | 1.39 | 6.75 | 23.9 |
| 2004 | 1.14 | 1.9 | -1.45 | -0.19 | -0.29 | 2.01 | -1.87 | 0.96 | 1.94 | 1.9 | 4.62 | 3.02 | 14.4 |
| 2005 | -1.22 | 2.86 | -0.87 | -2.03 | 1.67 | 0.37 | 3.11 | -0.8 | 0.94 | -1.17 | 2.29 | 0.42 | 5.6 |
| 2006 | 2.95 | 0.72 | 1.15 | 3.11 | -2.37 | 0.08 | 1.73 | 1.38 | 2.37 | 3.25 | 2.35 | 1.67 | 19.9 |
| 2007 | 1.54 | -0.96 | 1.41 | 3.96 | 3.41 | -1.58 | -3.84 | 1.45 | 3.59 | 2.01 | -3.12 | -0.86 | 6.8 |
| 2008 | -5.27 | -3.48 | -0.93 | 4.69 | 1.64 | -7.75 | -1.32 | 2.12 | -7.65 | -16.41 | -6.22 | 2.77 | -33.3 |
| 2009 | -9.12 | -11.48 | 8.78 | 8.54 | 7.33 | -0.21 | 5.95 | 3.05 | 2.99 | -2.22 | 5.01 | 1.9 | 19.7 |
| 2010 | -3.1 | 2.25 | 5.24 | 1.16 | -8.08 | -4.69 | 6.25 | -4.4 | 7.91 | 2.88 | -0.84 | 6.97 | 10.5 |
| 2011 | 2.11 | 3.28 | 0.35 | 2.67 | -1.1 | -2.13 | -3.07 | -5.94 | -7.34 | 11.36 | -0.45 | 0.52 | -1 |
| 2012 | 3.82 | 4.54 | 3.43 | -0.48 | -7.16 | 3.72 | 1.8 | 1.94 | 2.77 | -1.06 | 0.44 | 1.16 | 15.3 |
| 2013 | 6.26 | 1.3 | 3.89 | 2.38 | 2.43 | -1.1 | 5.69 | -3.8 | 3.46 | 3.95 | 3.33 | 2.58 | 34.5 |
| 2014 | -4.51 | 4.53 | 1.27 | 0.06 | 1.68 | 1.39 | -1.93 | 2.83 | -1.38 | 2.48 | 2.65 | 0.36 | 9.5 |
| 2015 | -3.88 | 5.95 | -1.28 | 0.32 | 1.52 | -1.56 | 1.81 | -6.43 | -2.64 | 8.03 | 0.17 | -2.67 | -1.5 |
| 2016 | -4.13 | 0.1 | 6.29 | 2.41 | 1.59 | 0.15 | 2.9 | 0.51 | -1.29 | -1.99 | 4.78 | 1.46 | 13 |
| 2017 | 1.11 | 3.94 | -0.54 | 0.27 | 1.33 | 2.26 | 0.46 | -0.72 | 2.76 | 1.16 | 2.41 | 1.11 | 16.6 |
| 2018 | 4.66 | -4.83 | -2.85 | -1 | -0.1 | 0.25 | 4.92 | 0.27 | 0.23 | -4.95 | 3.39 | -10.25 | -10.8 |
| 2019 | 7.82 | 3.61 | 0.56 | 4.12 | -5.42 | 5.78 | 1.82 | -1.98 | 2.24 | 0.74 | 3.21 | 1.28 | 25.8 |
| 2020 | -1.65 | -9.31 | -14.93 | 10.66 | 3.52 | -0.72 | 3.93 | 3.63 | -3.43 | -2.14 | 11.51 | 2.79 | 1 |
| 2021 | -3.94 | 3.83 | 6.31 | 6.81 | 2.43 | -1.41 | 2.28 | 2.46 | -4.33 | 5.5 | -3.03 | 3.71 | 21.2 |
| 2022 | -3.47 | -2.85 | 2.36 | -5.46 | 2.97 | -7.9 | 6.33 | -2.7 | -8.19 | 9.77 | 6.72 | -8.69 | -12.6 |
| 2023 | 2.85 | -4.02 | -0.62 | 1.68 | -4.08 | 5.78 | 2.52 | -2.3 | -3.85 | -1.93 | 6.42 | -2.1 | -0.4 |
| 2024 | 0.49 | 3.44 | 4.2 | -4.81 | 2.5 |