Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFEJX (MFS GROWTH FUND R4) | 1.90% | 11.91% | 19.63% | 9.37% | 14.79% | 14.28% | 12.23% | … | … |
Data as of 06/05/2026, Common starting date is 03/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFEJX (MFS GROWTH FUND R4) | 03/31/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.37 | 11.91 | 19.63 | 9.37 | 14.79 | 14.28 | 12.23 | … | … | 1.90 | 12.35 | 31.59 | 36.15 | -31.85 | 20.11 | 26.81 | 37.68 | 2.62 | 30.86 | 2.47 | 7.32 | 8.88 | 36.63 | 17.39 | -0.38 | 15.96 | 38.51 | -37.46 | 21.10 | 7.71 | 15.48 |
| Sharpe Ratio | NA | 0.57 | 0.86 | 0.32 | 0.63 | NA | NA | … | … | 0.11 | 0.42 | 1.59 | 2.08 | -1.12 | 1.12 | 0.78 | 2.50 | 0.06 | 3.63 | 0.16 | 0.45 | 0.65 | 2.97 | 1.23 | -0.02 | 0.86 | 1.58 | -1.05 | 1.13 | 0.30 | 1.69 |
| Standard Deviation(%) | NA | 16.27 | 18.98 | 21.21 | 20.88 | NA | NA | … | … | 18.78 | 22.58 | 17.55 | 15.74 | 29.70 | 17.93 | 33.78 | 14.51 | 20.90 | 8.37 | 14.06 | 16.13 | 13.66 | 12.32 | 14.22 | 24.51 | 18.52 | 24.34 | 36.61 | 15.99 | 14.17 | 10.93 |
| Draw Down(%) | NA | 17.30 | 23.23 | 37.66 | 37.66 | NA | NA | … | … | 14.82 | 23.23 | 12.22 | 8.60 | 34.60 | 10.02 | 29.36 | 6.45 | 21.49 | 2.93 | 12.14 | 11.77 | 8.16 | 6.02 | 11.13 | 17.48 | 16.79 | 18.89 | 46.65 | 8.93 | 14.82 | 5.76 |
| Yield(%) | 0.00 | 14.82 | 13.78 | 7.56 | 9.98 | 12.31 | 12.13 | … | … | 0.00 | 15.14 | 15.74 | 6.51 | 0.00 | 0.00 | 0.00 | 2.19 | 4.16 | 3.25 | 1.67 | 3.88 | 4.21 | 2.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.21 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEJX (MFS GROWTH FUND R4) |
-11.22%
Feb 2006 – Feb 2009 |
1.87%
Oct 2007 – Oct 2012 |
8.18%
Jan 2006 – Jan 2016 |
8.97%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEJX (MFS GROWTH FUND R4) |
28.00%
Dec 2018 – Dec 2021 |
24.33%
Feb 2009 – Feb 2014 |
18.86%
Aug 2010 – Aug 2020 |
16.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart