MFEHX
MFS Growth Fund Class R3
Mutual fund
$184.44+1.68 (+0.92%)Close Oct 2, 2026
Mar 31, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $122,651
- CAGR
- +12.36%
- Max drawdown
- −49.74%
- Sharpe ratio
- 0.68
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.86%
- 3M
- +4.61%
- 6M
- +18.33%
- YTD
- +7.11%
- 1Y
- +6.19%
- 3Y
- +20.81%
- 5Y
- +9.42%
- 10Y
- +15.67%
- 15Y
- +15.75%
- 20Y
- +12.62%
- Since 2005
- +12.36%
Metrics
Since 2005| Volatility | 20.20% |
|---|---|
| Sortino ratio | 0.96 |
| Calmar ratio | 0.25 |
| Best year, 2009 | +38.16% |
| Worst year, 2008 | −37.60% |
| Positive years | 17 of 20 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −49.7% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −36.3% | 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 |
| −21.5% | Oct 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
2005 from Mar 31 · 2026 through Oct 2