MFEJX
MFS Growth Fund Class R4
Mutual fund
$201.21+1.85 (+0.93%)Close Oct 2, 2026
Mar 31, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $129,603
- CAGR
- +12.65%
- Max drawdown
- −49.55%
- Sharpe ratio
- 0.69
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.88%
- 3M
- +4.68%
- 6M
- +18.48%
- YTD
- +7.32%
- 1Y
- +6.46%
- 3Y
- +21.12%
- 5Y
- +9.70%
- 10Y
- +15.96%
- 15Y
- +16.04%
- 20Y
- +12.90%
- Since 2005
- +12.65%
Metrics
Since 2005| Volatility | 20.20% |
|---|---|
| Sortino ratio | 0.98 |
| Calmar ratio | 0.26 |
| Best year, 2009 | +38.51% |
| Worst year, 2008 | −37.42% |
| Positive years | 17 of 20 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −49.5% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −36.1% | Nov 2021 | Nov 2022 | Feb 2024 | 2.2 years |
| −29.4% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −23.2% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −21.5% | Oct 2018 | Dec 2018 | Mar 2019 | 6 months |
Annual returns
2005 from Mar 31 · 2026 through Oct 2