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MFEIX: MFS GROWTH FUND I (MUTUAL FUND)
Basic Info 200.36 7.07(3.41%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/31/1996 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 14.58% |
| Expenses | 0.50% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1996 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.4 | 1.9 | 11.9 | 19.6 | 9.4 | 14.9 | 14.2 | 12.3 | 8.7 | 12.3 | 31.6 | 36.1 | -31.8 | 20.2 | 26.9 | 37.7 | 2.6 | 30.8 | 2.5 | 7.3 | 8.9 | 36.6 | 17.3 | -0.3 | 16.0 | 38.5 | -37.5 | 21.2 | 7.8 | 8.9 | 13.2 | 32.2 | -35.2 | -25.6 | -32.5 | 49.8 | 23.6 | 20.7 | 0.0 |
| Sharpe Ratio | NA | 0.11 | 0.57 | 0.86 | 0.32 | 0.63 | NA | NA | 0.3 | 0.42 | 1.59 | 2.08 | -1.12 | 1.13 | 0.79 | 2.49 | 0.06 | 3.62 | 0.16 | 0.45 | 0.65 | 2.97 | 1.23 | -0.01 | 0.86 | 1.58 | -1.05 | 1.13 | 0.31 | 0.6 | 0.83 | 1.67 | -1.3 | -0.72 | -0.67 | 1.91 | 0.72 | 0.78 | NA |
| Draw Down(%) | NA | 14.8 | 17.3 | 23.2 | 37.6 | 37.6 | NA | NA | 77.4 | 23.2 | 12.2 | 8.6 | 34.6 | 10.0 | 29.4 | 6.5 | 21.5 | 2.9 | 12.1 | 11.8 | 8.2 | 6.0 | 11.1 | 17.4 | 16.8 | 18.9 | 46.6 | 8.9 | 14.8 | 9.1 | 15.2 | 12.7 | 42.5 | 51.2 | 51.0 | 15.4 | 37.0 | 15.4 | 0.0 |
| Standard Deviation(%) | NA | 18.8 | 16.3 | 19.0 | 21.2 | 20.9 | NA | NA | 23.7 | 22.6 | 17.6 | 15.7 | 29.7 | 17.9 | 33.8 | 14.5 | 20.9 | 8.4 | 14.1 | 16.1 | 13.7 | 12.3 | 14.2 | 24.5 | 18.5 | 24.3 | 36.6 | 16.0 | 14.2 | 11.1 | 14.8 | 18.8 | 28.0 | 39.8 | 54.8 | 24.3 | 28.1 | 21.6 | 0.0 |
| Treynor Ratio | NA | 0.02 | 0.1 | 0.18 | 0.08 | 0.16 | NA | NA | 0.08 | 0.11 | 0.31 | 0.41 | -0.43 | 0.26 | 0.3 | 0.55 | 0.01 | 0.32 | 0.02 | 0.07 | 0.09 | 0.36 | 0.18 | 0.0 | 0.17 | 0.39 | -0.4 | 0.19 | 0.04 | 0.08 | 0.13 | 0.35 | -0.42 | -0.26 | -0.32 | 0.5 | 0.22 | 0.19 | 1.0 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.04 | -0.07 | 0.03 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.04 | 0.02 | 0.0 | 0.02 | 0.03 | -0.02 | 0.05 | -0.02 | 0.11 | -0.01 | 0.01 | NA |
| Beta | NA | 0.95 | 0.93 | 0.89 | 0.83 | 0.84 | NA | NA | 0.93 | 0.9 | 0.89 | 0.8 | 0.78 | 0.77 | 0.88 | 0.66 | 0.99 | 0.95 | 0.93 | 0.99 | 0.99 | 1.01 | 0.96 | 0.92 | 0.95 | 0.97 | 0.97 | 0.95 | 1.03 | 0.88 | 0.96 | 0.89 | 0.86 | 1.09 | 1.15 | 0.93 | 0.93 | 0.88 | NA |
| RSquared | NA | 0.95 | 0.95 | 0.96 | 0.94 | 0.91 | NA | NA | 0.82 | 0.98 | 0.96 | 0.91 | 0.94 | 0.85 | 0.88 | 0.69 | 0.99 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.97 | 0.99 | 0.97 | 0.96 | 0.97 | 0.95 | 0.89 | 0.87 | 0.89 | 0.83 | 0.95 | 0.92 | 0.53 | 0.65 | 0.64 | 0.68 | 0.0 |
| Yield(%) | N/A | 0.0 | 14.3 | 13.4 | 7.3 | 9.7 | 12.0 | 11.9 | N/A | 14.6 | 15.3 | 6.3 | 0.0 | 0.0 | 0.0 | 2.1 | 4.0 | 3.2 | 1.7 | 3.8 | 4.1 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 14.0 | N/A | 573.5 | 659.4 | N/A | N/A | N/A | 14.0 | 209.5 | N/A | N/A | N/A | -100.0 | -48.2 | 62.4 | 98.1 | -55.5 | -3.0 | 161.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1996
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