MEIKX Ten Year Return

MV
MEIKX -- USA Fund  

USD 37.88  0.64  1.66%

MFS Value ten year return fundamental analysis lookup allows you to check this and other indicators for MFS Value Fund or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools

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MEIKX Ten Year Return Analysis

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current MFS Value Fund Ten Year Return

10.75 %

About Ten Year Return

Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition
Based on the latest financial disclosure MFS Value Fund has Ten Year Return of 10.75%. This is much higher than that of the MFS family, and significantly higher than that of Large Value category, The Ten Year Return for all funds is notably lower than the firm.

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Fund Asset Allocation for MFS Value

The fund consists of 98.13% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

MEIKX Fundamentals

About MFS Value Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze MFS Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of MFS Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of MFS Value Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way. Please read more on our fundamental analysis page.

 
Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and condition page