MFS Special Value Trust - ROE

The ROE as of July 2026 (TTM) for MFS Special Value Trust (MFV) is 3.13%

According to MFS Special Value Trust’s latest financial reports and current stock price. The company's current ROE is 3.13%. This represents a change of -235.05% compared to the average of -2.32% of the last 4 quarters.

MFS Special Value Trust (MFV) Historical ROE (quarterly & annually)

How has MFV ROE performed in the past?

The mean historical ROE of MFS Special Value Trust over the last ten years is 4.67%. The current 3.13% ROE has changed -32.96% with respect to the historical average. Over the past ten years (40 quarters), MFV's ROE was at its highest in in the October 2021 quarter at 8.21%. The ROE was at its lowest in in the April 2022 quarter at -8.29%.

MFS Special Value Trust (MFV) ROE by Quarter and Year

Discovering the peaks and valleys of MFS Special Value Trust ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

MFS Special Value Trust (MFV) Average ROE

How has MFV ROE performed in the past?

The current ROE of MFS Special Value Trust (MFV) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

MFS Special Value Trust (MFV) ROE vs. Peers

How is MFV’s ROE compared to its peers?

MFS Special Value Trust’s ROE is less than KL Allocation Fund - Advisor Class (0%), less than State Street Institutional Premier Growth Equity Fund Service Class (0%), less than State Street Institutional Premier Growth Equity Fund Investment Class (0%), less than William Blair Funds - William Blair Mid Cap Growth Fund (0%), less than Diamond Hill Research Opportunities Fund Class A (0%), less than Diamond Hill Research Opportunities Fund Class Y (0%), greater than Diamond Hill Research Opportunities Fund Class C (0%), less than Meritage Growth Equity Fund Institutional Shares (0%), less than Manning & Napier Target 2045 Series Class I (0%), less than Meritage Growth Equity Fund Investor Shares (0%),

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