Performance analysis of MFSV (MFS ACTIVE VALUE ETF)
Annual Return
Since Dec 5, 2024, MFSV has had an average annual return of +8.93%, underperforming the benchmark SPY, which returned +17.67% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.83% | +13.63% | -4.64% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.08% | +2.67% | -4.46% | +4.53% | -0.96% | +0.14% | +4.83% | ||||||
| 2025 | +4.33% | +2.42% | -2.26% | -2.39% | +2.93% | +2.43% | -0.82% | +3.53% | +1.01% | -1.81% | +2.64% | +1.13% | +13.63% |
| 2024 | -4.64% | -4.64% |
Drawdown analysis of MFSV (MFS ACTIVE VALUE ETF)
The maximum drawdown for the MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current MFSV drawdown is -1.17%.
Since Dec 5, 2024 MFSV has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.74% | Feb 28, 2025 | 27 | Apr 8, 2025 | 55 | Jun 27, 2025 | 82 |
| -6.33% | Mar 2, 2026 | 19 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -5.49% | Dec 5, 2024 | 10 | Dec 19, 2024 | 23 | Jan 27, 2025 | 33 |
| -3.44% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -2.98% | Jul 25, 2025 | 5 | Aug 1, 2025 | 13 | Aug 20, 2025 | 18 |
| -2.48% | Oct 3, 2025 | 5 | Oct 10, 2025 | 11 | Oct 27, 2025 | 16 |
| -1.78% | Jan 16, 2026 | 1 | Jan 20, 2026 | 11 | Feb 4, 2026 | 12 |
| -1.67% | Jul 3, 2025 | 7 | Jul 15, 2025 | 6 | Jul 23, 2025 | 13 |
| -1.51% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -1.40% | Aug 22, 2025 | 10 | Sep 8, 2025 | 3 | Sep 11, 2025 | 13 |
| -1.31% | Dec 15, 2025 | 2 | Dec 17, 2025 | 5 | Dec 24, 2025 | 7 |
| -1.21% | Feb 11, 2026 | 1 | Feb 12, 2026 | 9 | Feb 26, 2026 | 10 |
| -1.15% | Dec 24, 2025 | 4 | Dec 31, 2025 | 2 | Jan 5, 2026 | 6 |
| -1.14% | Jan 27, 2025 | 9 | Feb 7, 2025 | 7 | Feb 19, 2025 | 16 |
| -1.03% | Nov 28, 2025 | 1 | Dec 1, 2025 | 7 | Dec 10, 2025 | 8 |
| -0.98% | Sep 11, 2025 | 3 | Sep 16, 2025 | 6 | Sep 24, 2025 | 9 |
| -0.79% | Feb 19, 2025 | 2 | Feb 21, 2025 | 2 | Feb 25, 2025 | 4 |
| -0.78% | Sep 24, 2025 | 1 | Sep 25, 2025 | 1 | Sep 26, 2025 | 2 |
| -0.70% | Feb 25, 2025 | 2 | Feb 27, 2025 | 1 | Feb 28, 2025 | 3 |
| -0.58% | Jan 9, 2026 | 2 | Jan 13, 2026 | 2 | Jan 15, 2026 | 4 |
| -0.43% | Sep 30, 2025 | 2 | Oct 2, 2025 | 1 | Oct 3, 2025 | 3 |
| -0.37% | Aug 20, 2025 | 1 | Aug 21, 2025 | 1 | Aug 22, 2025 | 2 |
| -0.25% | Jul 1, 2025 | 1 | Jul 2, 2025 | 1 | Jul 3, 2025 | 2 |
| -0.16% | Jul 23, 2025 | 1 | Jul 24, 2025 | 1 | Jul 25, 2025 | 2 |
| -0.15% | Feb 26, 2026 | 1 | Feb 27, 2026 | 1 | Mar 2, 2026 | 2 |