MEGBX
MFS Growth Fund Class B
Mutual fund
$116.95+1.07 (+0.92%)Close Oct 2, 2026
Dec 29, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $609,967
- CAGR
- +10.89%
- Max drawdown
- −72.95%
- Sharpe ratio
- 0.57
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.80%
- 3M
- +4.42%
- 6M
- +17.89%
- YTD
- +6.51%
- 1Y
- +5.41%
- 3Y
- +19.91%
- 5Y
- +8.60%
- 10Y
- +14.80%
- 15Y
- +14.89%
- 20Y
- +11.79%
- 25Y
- +10.30%
- 30Y
- +8.23%
- Since 1986
- +10.89%
Metrics
Since 1986| Volatility | 22.79% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.15 |
| Best year, 1991 | +79.56% |
| Worst year, 2008 | −38.07% |
| Positive years | 32 of 39 |
| Longest drawdown | 14.7 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −72.9% | Mar 2000 | Oct 2002 | Dec 2014 | 14.7 years |
| −46.1% | Oct 1987 | Oct 1987 | May 1990 | 2.6 years |
| −37.1% | Jul 1998 | Oct 1998 | Dec 1998 | 5 months |
| −36.9% | Jun 1990 | Oct 1990 | Feb 1991 | 8 months |
| −36.7% | Nov 2021 | Nov 2022 | Feb 2024 | 2.2 years |
Annual returns
1986 from Dec 29 · 2026 through Oct 2