Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFEGX (MFS GROWTH FUND A) | 1.80% | 11.64% | 19.34% | 9.95% | 15.38% | 14.58% | 12.39% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFEGX (MFS GROWTH FUND A) | 06/21/1996 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.36 | 11.64 | 19.34 | 9.95 | 15.38 | 14.58 | 12.39 | … | … | 1.80 | 12.06 | 31.25 | 35.81 | -31.31 | 23.28 | 31.33 | 37.35 | 2.37 | 30.52 | 2.22 | 7.06 | 8.62 | 36.28 | 17.10 | -0.60 | 15.65 | 38.19 | -37.61 | 20.91 | 7.54 | 8.67 | 13.05 | 31.79 | -35.43 | -25.82 | -25.38 | 50.08 | 24.49 | 20.64 | 1.42 |
| Sharpe Ratio | NA | 0.55 | 0.85 | 0.35 | 0.66 | NA | NA | … | … | 0.09 | 0.41 | 1.57 | 2.06 | -1.11 | 1.33 | 0.93 | 2.47 | 0.05 | 3.59 | 0.14 | 0.44 | 0.63 | 2.94 | 1.21 | -0.03 | 0.84 | 1.57 | -1.05 | 1.12 | 0.29 | 0.58 | 0.82 | 1.65 | -1.31 | -0.72 | -0.70 | 1.92 | 0.75 | 0.78 | -0.05 |
| Standard Deviation(%) | NA | 16.30 | 19.00 | 21.15 | 20.76 | NA | NA | … | … | 18.78 | 22.61 | 17.55 | 15.74 | 29.73 | 17.48 | 33.24 | 14.52 | 20.91 | 8.36 | 14.07 | 16.14 | 13.67 | 12.32 | 14.24 | 24.50 | 18.53 | 24.30 | 36.58 | 16.00 | 14.16 | 11.05 | 14.80 | 18.80 | 27.96 | 39.76 | 42.11 | 24.31 | 28.19 | 21.54 | 20.65 |
| Draw Down(%) | NA | 17.39 | 23.28 | 36.27 | 36.27 | NA | NA | … | … | 14.86 | 23.28 | 12.24 | 8.62 | 34.74 | 10.03 | 29.37 | 6.47 | 21.54 | 2.95 | 12.17 | 11.82 | 8.19 | 6.04 | 11.20 | 17.50 | 16.84 | 18.89 | 46.68 | 8.94 | 14.82 | 9.17 | 15.29 | 12.77 | 42.61 | 51.27 | 39.83 | 15.45 | 37.04 | 14.40 | 16.64 |
| Yield(%) | 0.00 | 15.80 | 14.46 | 8.71 | 11.98 | 14.39 | 13.95 | … | … | 0.00 | 16.13 | 16.54 | 6.84 | 0.77 | 3.62 | 4.78 | 2.27 | 4.20 | 3.34 | 1.72 | 3.97 | 4.29 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.67 | 0.70 | 1.12 | 1.14 | 1.22 |
Data as of 06/05/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEGX (MFS GROWTH FUND A) |
-30.84%
Mar 2000 – Mar 2003 |
-14.51%
Mar 2000 – Mar 2005 |
-5.81%
Aug 2000 – Aug 2010 |
1.28%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEGX (MFS GROWTH FUND A) |
37.05%
Mar 1997 – Mar 2000 |
24.33%
Dec 2016 – Dec 2021 |
18.92%
Sep 2011 – Sep 2021 |
17.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart