MFS Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.49 | 6.75 | 0 |
| 2004 | 1.13 | 1.95 | -1.43 | -0.15 | -0.29 | 2.02 | -1.87 | 0.98 | 1.97 | 1.95 | 4.66 | 3.01 | 14.6 |
| 2005 | -1.21 | 2.89 | -0.86 | -1.98 | 1.67 | 0.39 | 3.11 | -0.75 | 1.01 | -1.17 | 2.33 | 0.44 | 5.9 |
| 2006 | 2.95 | 0.8 | 1.17 | 3.14 | -2.37 | 0.12 | 1.77 | 1.38 | 2.43 | 3.28 | 2.38 | 1.69 | 20.3 |
| 2007 | 1.54 | -0.92 | 1.44 | 3.87 | 3.44 | -1.57 | -3.77 | 1.45 | 3.62 | 2.01 | -3.05 | -0.82 | 7.1 |
| 2008 | -5.27 | -3.44 | -0.92 | 4.78 | 1.68 | -7.75 | -1.24 | 2.17 | -7.59 | -16.43 | -6.11 | 2.81 | -33 |
| 2009 | -9.07 | -11.49 | 8.8 | 8.62 | 7.39 | -0.17 | 5.96 | 3.11 | 3.02 | -2.17 | 5.07 | 1.91 | 20.2 |
| 2010 | -3.06 | 2.35 | 5.24 | 1.21 | -8.05 | -4.65 | 6.32 | -4.36 | 7.91 | 2.93 | -0.79 | 7.04 | 11.1 |
| 2011 | 2.16 | 3.29 | 0.4 | 2.72 | -1.06 | -2.08 | -3.03 | -5.87 | -5.08 | 8.78 | -0.4 | 0.57 | -0.5 |
| 2012 | 3.83 | 4.6 | 3.43 | -0.4 | -7.14 | 3.75 | 1.89 | 1.94 | 2.82 | -1.03 | 0.48 | 1.19 | 15.8 |
| 2013 | 6.32 | 1.35 | 3.92 | 2.46 | 2.47 | -1.07 | 5.72 | -3.71 | 3.5 | 4 | 3.34 | 2.64 | 35.2 |
| 2014 | -4.46 | 4.58 | 1.3 | 0.09 | 1.72 | 1.46 | -1.91 | 2.9 | -1.38 | 2.55 | 2.68 | 0.39 | 10 |
| 2015 | -3.84 | 6 | -1.26 | 0.37 | 1.55 | -1.53 | 1.87 | -6.4 | -2.6 | 8.1 | 0.2 | -2.62 | -1 |
| 2016 | -4.12 | 0.16 | 6.3 | 2.45 | 1.65 | 0.17 | 2.97 | 0.57 | -1.27 | -1.94 | 4.83 | 1.5 | 13.6 |
| 2017 | 1.15 | 3.99 | -0.5 | 0.32 | 1.36 | 2.29 | 0.52 | -0.67 | 2.8 | 1.19 | 2.45 | 1.17 | 17.2 |
| 2018 | 4.71 | -4.78 | -2.84 | -0.93 | -0.08 | 0.28 | 4.98 | 0.3 | 0.29 | -4.9 | 3.43 | -10.23 | -10.3 |
| 2019 | 7.87 | 3.66 | 0.49 | 4.18 | -5.38 | 5.68 | 1.86 | -1.94 | 2.13 | 0.79 | 3.26 | 1.2 | 25.7 |
| 2020 | -1.62 | -9.25 | -15.08 | 10.71 | 3.43 | -0.67 | 3.98 | 3.65 | -3.93 | -2.23 | 11.56 | 2.84 | 0.9 |
| 2021 | -4.03 | 3.86 | 6.2 | 7.31 | 2.47 | -1.38 | 2.33 | 2.49 | -4.4 | 5.54 | -2.99 | 3.6 | 21.2 |
| 2022 | -3.42 | -2.81 | 2.24 | -5.41 | 3.01 | -8 | 6.36 | -2.66 | -8.29 | 9.84 | 6.76 | -8.84 | -12.7 |
| 2023 | 2.9 | -3.98 | -0.71 | 1.72 | -4.04 | 5.65 | 2.57 | -2.24 | -3.95 | -1.9 | 6.46 | -2.26 | -0.5 |
| 2024 | 0.54 | 3.47 | 4.1 | -5.12 | 2.3 |