MFEIX
MFS Growth Fund Class I
Mutual fund
$209.88+1.92 (+0.92%)Close Oct 2, 2026
Dec 31, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $133,076
- CAGR
- +9.09%
- Max drawdown
- −77.42%
- Sharpe ratio
- 0.49
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.88%
- 3M
- +4.67%
- 6M
- +18.47%
- YTD
- +7.31%
- 1Y
- +6.45%
- 3Y
- +21.12%
- 5Y
- +9.70%
- 10Y
- +15.96%
- 15Y
- +16.04%
- 20Y
- +12.91%
- 25Y
- +11.41%
- Since 1996
- +9.09%
Metrics
Since 1996| Volatility | 23.62% |
|---|---|
| Sortino ratio | 0.70 |
| Calmar ratio | 0.12 |
| Best year, 1999 | +49.79% |
| Worst year, 2008 | −37.43% |
| Positive years | 23 of 29 |
| Longest drawdown | 15.1 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −77.4% | Jun 2000 | Oct 2002 | Jul 2015 | 15.1 years |
| −37.0% | Jul 1998 | Oct 1998 | Jan 1999 | 6 months |
| −36.1% | Nov 2021 | Nov 2022 | Feb 2024 | 2.2 years |
| −29.4% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −25.4% | Mar 2000 | May 2000 | Jun 2000 | 2 months |
Annual returns
1996 from Dec 31 · 2026 through Oct 2