Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEGBX (MFS GROWTH FUND B) | 1.83% | 10.40% | 18.97% | 9.19% | 14.52% | 13.80% | 11.67% | … | … |
Data as of 06/08/2026, Common starting date is 12/29/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEGBX (MFS GROWTH FUND B) | 12/29/1986 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.12 | 10.40 | 18.97 | 9.19 | 14.52 | 13.80 | 11.67 | … | … | 1.83 | 11.25 | 30.24 | 34.81 | -31.83 | 22.34 | 30.36 | 36.33 | 1.61 | 29.54 | 1.47 | 6.23 | 7.83 | 35.26 | 16.25 | -1.36 | 14.82 | 36.98 | -38.07 | 20.04 | 6.72 | 7.86 | 12.14 | 30.88 | -35.92 | -26.36 | -25.93 | 48.13 | 22.32 | 18.80 | 13.15 | 40.07 | 2.66 | 20.66 | 10.59 | 79.56 | -2.54 | 26.89 | 8.00 | 4.74 | -0.18 |
| Sharpe Ratio | NA | 0.50 | 0.80 | 0.31 | 0.62 | NA | NA | … | … | 0.05 | 0.37 | 1.52 | 2.00 | -1.12 | 1.28 | 0.89 | 2.40 | 0.01 | 3.47 | 0.09 | 0.38 | 0.57 | 2.85 | 1.15 | -0.06 | 0.79 | 1.51 | -1.06 | 1.06 | 0.23 | 0.51 | 0.75 | 1.61 | -1.32 | -0.73 | -0.72 | 1.84 | 0.67 | 0.70 | 0.50 | 2.37 | -0.02 | 1.03 | 0.42 | 3.73 | -0.37 | 1.39 | 0.17 | 0.01 | -11.99 |
| Standard Deviation(%) | NA | 16.30 | 18.99 | 21.14 | 20.83 | NA | NA | … | … | 18.79 | 22.60 | 17.55 | 15.73 | 29.72 | 17.48 | 33.68 | 14.51 | 20.91 | 8.36 | 14.06 | 16.14 | 13.67 | 12.37 | 14.22 | 24.51 | 18.53 | 24.36 | 36.60 | 16.00 | 14.15 | 11.07 | 14.78 | 18.78 | 27.98 | 39.79 | 42.11 | 24.32 | 28.12 | 21.64 | 19.01 | 15.23 | 17.28 | 17.92 | 19.31 | 20.19 | 21.62 | 15.06 | 18.20 | 46.26 | 2.04 |
| Draw Down(%) | NA | 17.64 | 23.39 | 36.73 | 36.73 | NA | NA | … | … | 15.00 | 23.39 | 12.29 | 8.69 | 35.16 | 10.07 | 29.42 | 6.49 | 21.67 | 2.98 | 12.21 | 11.95 | 8.24 | 6.10 | 11.30 | 17.66 | 16.95 | 19.09 | 46.88 | 9.01 | 14.94 | 9.41 | 15.50 | 12.86 | 42.95 | 51.52 | 40.17 | 15.52 | 37.14 | 15.18 | 20.70 | 8.68 | 18.88 | 16.80 | 22.94 | 8.36 | 36.89 | 11.02 | 18.85 | 46.05 | 0.18 |
| Yield(%) | 0.00 | 22.71 | 19.42 | 11.27 | 14.37 | 16.53 | 15.47 | … | … | 0.00 | 23.27 | 22.50 | 9.07 | 1.02 | 4.67 | 6.05 | 2.84 | 5.16 | 4.05 | 2.06 | 4.69 | 5.00 | 2.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/29/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEGBX (MFS GROWTH FUND B) |
-31.36%
Mar 2000 – Mar 2003 |
-15.15%
Mar 2000 – Mar 2005 |
-6.52%
Aug 2000 – Aug 2010 |
0.52%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEGBX (MFS GROWTH FUND B) |
44.76%
Oct 1990 – Oct 1993 |
33.72%
Oct 1990 – Oct 1995 |
25.78%
Oct 1990 – Oct 2000 |
16.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart