MEGRX
MFS Growth Fund Class R2
Mutual fund
$164.83+1.50 (+0.92%)Close Oct 2, 2026
Oct 30, 2003 – Oct 2, 2026, Dividends reinvested
- Final balance
- $126,197
- CAGR
- +11.69%
- Max drawdown
- −49.91%
- Sharpe ratio
- 0.66
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.84%
- 3M
- +4.55%
- 6M
- +18.18%
- YTD
- +6.91%
- 1Y
- +5.92%
- 3Y
- +20.51%
- 5Y
- +9.15%
- 10Y
- +15.38%
- 15Y
- +15.46%
- 20Y
- +12.33%
- Since 2003
- +11.69%
Metrics
Since 2003| Volatility | 19.88% |
|---|---|
| Sortino ratio | 0.93 |
| Calmar ratio | 0.23 |
| Best year, 2009 | +37.82% |
| Worst year, 2008 | −37.77% |
| Positive years | 19 of 22 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2003| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −49.9% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −36.4% | Nov 2021 | Nov 2022 | Feb 2024 | 2.2 years |
| −29.4% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −23.3% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −21.6% | Oct 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
2003 from Oct 30 · 2026 through Oct 2