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MIGHX: MASSACHUSETTS INVESTORS GROWTH STOCK FUND R3 (MUTUAL FUND)
Basic Info 39.49 0.84(2.08%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 04/08/2005 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 11.48% |
| Expenses | 0.71% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | -3.1 | 6.5 | 11.4 | 4.3 | 11.0 | 11.2 | 9.7 | 9.4 | 9.9 | 16.4 | 24.1 | -22.3 | 13.8 | 13.9 | 39.9 | 0.8 | 28.7 | 6.1 | -0.1 | 11.6 | 30.2 | 16.9 | 1.3 | 14.3 | 40.5 | -36.9 | 11.4 | 7.5 | 8.3 |
| Sharpe Ratio | NA | -0.63 | 0.3 | 0.56 | 0.1 | 0.51 | NA | NA | 0.44 | 0.4 | 1.02 | 1.57 | -0.95 | 0.84 | 0.4 | 2.78 | -0.04 | 4.26 | 0.43 | -0.01 | 1.01 | 2.68 | 1.26 | 0.06 | 0.84 | 1.65 | -0.98 | 0.55 | 0.36 | 0.93 |
| Draw Down(%) | NA | 13.7 | 13.7 | 18.7 | 31.5 | 32.4 | NA | NA | 49.6 | 18.7 | 7.0 | 10.4 | 26.6 | 10.8 | 32.4 | 6.8 | 17.4 | 2.3 | 8.8 | 11.8 | 7.4 | 5.6 | 11.0 | 17.1 | 15.1 | 21.2 | 46.0 | 8.3 | 10.0 | 5.8 |
| Standard Deviation(%) | NA | 15.2 | 13.0 | 14.6 | 17.6 | 18.4 | NA | NA | 18.8 | 17.5 | 12.5 | 13.2 | 25.1 | 16.4 | 33.8 | 13.8 | 16.9 | 6.6 | 13.6 | 15.1 | 11.5 | 11.3 | 13.5 | 23.6 | 16.9 | 24.5 | 38.5 | 15.1 | 11.2 | 9.7 |
| Treynor Ratio | NA | -0.13 | 0.06 | 0.13 | 0.03 | 0.14 | NA | NA | 0.1 | 0.11 | 0.22 | 0.32 | -0.38 | 0.28 | 0.17 | 0.63 | -0.01 | 0.42 | 0.07 | 0.0 | 0.15 | 0.34 | 0.19 | 0.01 | 0.17 | 0.42 | -0.37 | 0.09 | 0.05 | 0.11 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.03 | -0.09 | 0.04 | 0.0 | 0.03 | 0.03 | -0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.02 | -0.03 |
| Beta | NA | 0.74 | 0.67 | 0.63 | 0.62 | 0.67 | NA | NA | 0.79 | 0.65 | 0.57 | 0.64 | 0.62 | 0.49 | 0.81 | 0.61 | 0.77 | 0.67 | 0.87 | 0.9 | 0.79 | 0.89 | 0.88 | 0.88 | 0.86 | 0.96 | 1.01 | 0.9 | 0.83 | 0.8 |
| RSquared | NA | 0.87 | 0.79 | 0.81 | 0.77 | 0.75 | NA | NA | 0.83 | 0.84 | 0.77 | 0.83 | 0.83 | 0.43 | 0.74 | 0.65 | 0.92 | 0.76 | 0.89 | 0.92 | 0.87 | 0.91 | 0.91 | 0.96 | 0.95 | 0.94 | 0.96 | 0.95 | 0.92 | 0.9 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.5 | 9.5 | 4.9 | 0.3 | 0.2 | 0.2 | 9.8 | 9.8 | 8.3 | 6.1 | 6.2 | 4.2 | 2.0 | 1.0 | 0.7 | 0.7 | 0.7 | 0.7 | 0.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 30.5 | 126.7 | 1018.2 | 88.2 | 38.2 | -97.7 | -10.5 | 42.3 | 40.0 | -8.8 | 60.3 | 161.8 | 122.5 | 60.0 | 2.0 | 42.0 | -31.7 | 53.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2005
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