Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFEKX (MFS GROWTH FUND R6) | -0.25% | 8.60% | 18.72% | 8.77% | 14.78% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFEKX (MFS GROWTH FUND R6) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.99 | 8.60 | 18.72 | 8.77 | 14.78 | NA | NA | … | … | -0.25 | 12.44 | 31.72 | 36.27 | -31.75 | 20.35 | 27.08 | 37.82 | 2.71 | 30.97 | 2.56 | 7.45 | 8.98 | 36.74 | 13.17 |
| Sharpe Ratio | NA | 0.58 | 0.87 | 0.33 | 0.64 | NA | NA | … | … | 0.11 | 0.43 | 1.60 | 2.09 | -1.12 | 1.13 | 0.79 | 2.50 | 0.06 | 3.65 | 0.17 | 0.46 | 0.66 | 2.98 | 1.70 |
| Standard Deviation(%) | NA | 16.27 | 18.98 | 21.20 | 20.89 | NA | NA | … | … | 18.78 | 22.58 | 17.55 | 15.74 | 29.70 | 17.91 | 33.83 | 14.52 | 20.92 | 8.35 | 14.08 | 16.13 | 13.66 | 12.31 | 14.19 |
| Draw Down(%) | NA | 17.27 | 23.22 | 37.55 | 37.55 | NA | NA | … | … | 14.80 | 23.22 | 12.22 | 8.59 | 34.56 | 10.02 | 29.35 | 6.46 | 21.47 | 2.93 | 12.14 | 11.76 | 8.15 | 6.01 | 7.67 |
| Yield(%) | 0.00 | 14.02 | 13.25 | 7.24 | 9.84 | 11.90 | 8.93 | … | … | 0.00 | 14.47 | 15.24 | 6.27 | 0.00 | 0.00 | 0.00 | 2.13 | 4.12 | 3.16 | 1.74 | 3.78 | 4.11 | 2.13 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEKX (MFS GROWTH FUND R6) |
1.15%
Sep 2020 – Sep 2023 |
7.45%
Feb 2018 – Feb 2023 |
11.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEKX (MFS GROWTH FUND R6) |
28.21%
Dec 2018 – Dec 2021 |
23.59%
Oct 2016 – Oct 2021 |
15.90%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart