If You Invested in MFS Special Value Trust (MFV)
Looking for the current price? See the MFV quote & overviewWhat $1,000 or $10,000 in MFV Would Be Worth Now
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Oct 16, 2015 |
|---|---|---|---|---|
| $1,000 | — | $658 -34% | $1,545 +54% | $1,757 +76% |
| $10,000 | — | $6,582 -34% | $15,449 +54% | $17,569 +76% |
Based on real historical closing prices, dividend- and split-adjusted, through 2024-04-26. Past performance does not guarantee future results.
Custom Calculation
Choose your own date and amount for MFV$1,000 Investment Over Time
MFV vs S&P 500Year-by-Year Returns
MFV annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2015 | $2.51 | $2.53 | +0.8% | +0.8% |
| 2016 | $2.53 | $2.96 | +17.0% | +17.9% |
| 2017 | $2.99 | $3.47 | +16.1% | +38.1% |
| 2018 | $3.47 | $3.20 | -7.7% | +27.7% |
| 2019 | $3.26 | $4.58 | +40.7% | +82.6% |
| 2020 | $4.63 | $5.75 | +24.2% | +128.9% |
| 2021 | $5.78 | $6.85 | +18.5% | +173.1% |
| 2022 | $6.94 | $4.18 | -39.8% | +66.5% |
| 2023 | $4.25 | $4.09 | -3.8% | +62.9% |
| 2024 | $4.11 | $4.41 | +7.3% | +75.7% |
About MFS Special Value Trust
NYSE
Frequently Asked Questions
MFS Special Value Trust investment returns
How much would $1,000 invested in MFS Special Value Trust be worth today?
If you invested $1,000 in MFS Special Value Trust (MFV) 10 years ago on 2016-10-17, your investment would be worth $1,545 as of 2024-04-26, representing a +54.5% total return, growing at a compounded rate of 6.0% per year (CAGR).
Has MFS Special Value Trust outperformed the S&P 500?
Over the past 10 years, MFV returned +54.5% compared to +313.5% for the S&P 500, underperforming the benchmark by 259.0 percentage points.
What is MFS Special Value Trust's average annual return?
The compound annual growth rate (CAGR) of MFV over the past 10 years is 6.0%, growing at a compounded rate each year. Individual years vary significantly — MFV's best recent year was 2019 (+40.7%) and worst was 2022 (-39.8%).
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For informational and educational purposes only — not investment advice.
