Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEGRX (MFS GROWTH FUND R2) | -0.52% | 7.96% | 18.02% | 8.93% | 14.95% | 14.24% | 12.22% | … | … |
Data as of 06/10/2026, Common starting date is 10/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEGRX (MFS GROWTH FUND R2) | 10/30/2003 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.00 | 7.96 | 18.02 | 8.93 | 14.95 | 14.24 | 12.22 | … | … | -0.52 | 11.79 | 30.92 | 35.47 | -31.49 | 22.96 | 31.01 | 37.00 | 2.11 | 30.19 | 1.97 | 6.77 | 8.35 | 35.93 | 16.82 | -0.89 | 15.41 | 37.82 | -37.82 | 20.48 | 7.09 | 8.17 | 12.41 | 2.73 |
| Sharpe Ratio | NA | 0.53 | 0.83 | 0.34 | 0.65 | NA | NA | … | … | 0.08 | 0.40 | 1.56 | 2.04 | -1.11 | 1.31 | 0.91 | 2.45 | 0.03 | 3.55 | 0.12 | 0.42 | 0.61 | 2.91 | 1.19 | -0.04 | 0.83 | 1.55 | -1.06 | 1.09 | 0.26 | 0.54 | 0.77 | 1.17 |
| Standard Deviation(%) | NA | 16.28 | 18.98 | 21.14 | 20.83 | NA | NA | … | … | 18.78 | 22.58 | 17.55 | 15.74 | 29.73 | 17.48 | 33.67 | 14.52 | 20.92 | 8.36 | 14.07 | 16.13 | 13.66 | 12.32 | 14.22 | 24.48 | 18.51 | 24.33 | 36.61 | 16.00 | 14.15 | 11.04 | 14.81 | 14.40 |
| Draw Down(%) | NA | 17.47 | 23.31 | 36.42 | 36.42 | NA | NA | … | … | 14.91 | 23.31 | 12.26 | 8.64 | 34.88 | 10.04 | 29.38 | 6.46 | 21.58 | 2.95 | 12.17 | 11.86 | 8.20 | 6.08 | 11.21 | 17.57 | 16.85 | 18.94 | 46.79 | 8.97 | 14.89 | 9.34 | 15.42 | 3.94 |
| Yield(%) | 0.00 | 17.28 | 15.56 | 9.22 | 12.68 | 15.09 | 14.80 | … | … | 0.00 | 17.78 | 17.96 | 7.38 | 0.83 | 3.88 | 5.09 | 2.41 | 4.43 | 3.51 | 1.80 | 4.14 | 4.46 | 2.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.37 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEGRX (MFS GROWTH FUND R2) |
-11.70%
Feb 2006 – Feb 2009 |
-3.71%
Feb 2004 – Feb 2009 |
7.62%
Feb 2006 – Feb 2016 |
8.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEGRX (MFS GROWTH FUND R2) |
30.20%
Dec 2018 – Dec 2021 |
24.02%
Dec 2016 – Dec 2021 |
18.62%
Sep 2011 – Sep 2021 |
16.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart