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MFS Mid Cap Value Fund Class R6 (MVCKX) Sharpe Ratio: 1.29

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The MFS Mid Cap Value Fund seeks capital appreciation by investing primarily in equity securities of mid-cap companies that the fund's investment adviser believes are undervalued.

MVCKX's Sharpe Ratio of 1.29 indicates that for each unit of volatility, it generates 1.29 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 3, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

MVCKX Sharpe Ratio Rank

MVCKX Sharpe Ratio Rank: 19.620
Concerning

MVCKX ranks above 19.6% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

MVCKX Sharpe Ratio Market Positioning

The chart shows MVCKX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.42 or lower
  • Yellow zone (middle 50%): 1.42 to 2.51
  • Green zone (top 25%): 2.51 or higher
  • Top 1%: 4.64+
  • Median: 2.09 — half of all investments score higher

How it compares to other similar mutual funds

The table compares MFS Mid Cap Value Fund Class R6's Sharpe Ratio with other mutual funds in the Mid Cap Value Equities category across multiple time periods, showing how MVCKX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
ARFFXAriel Focus Fund2.91
SMVTXVirtus Ceredex Mid-Cap Value Equity Fund2.84
VVOIXInvesco Value Opportunities Fund Class Y2.71
UMCVXInvesco V.I. American Value Fund2.71
VVOAXInvesco Value Opportunities Fund2.70
HAMVXHarbor Mid Cap Value Fund2.67
FMUEXRBB Free Market U.S. Equity Fund2.57
NQVRXNuveen Multi Cap Value Fund2.55
TGVOXTCW Relative Value Mid Cap Fund2.52
DFVEXDFA U.S. Vector Equity Fund2.47
MVCKXMFS Mid Cap Value Fund Class R61.29

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows MVCKX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MVCKX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does MVCKX fit in your portfolio?

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