MFEKX
MFS Growth Fund Class R6
Mutual fund
$212.52+1.95 (+0.93%)Close Oct 2, 2026
Aug 26, 2011 – Oct 2, 2026, Dividends reinvested
- Final balance
- $91,313
- CAGR
- +15.77%
- Max drawdown
- −36.06%
- Sharpe ratio
- 0.86
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +2.89%
- 3M
- +4.70%
- 6M
- +18.53%
- YTD
- +7.39%
- 1Y
- +6.55%
- 3Y
- +21.23%
- 5Y
- +9.80%
- 10Y
- +16.06%
- 15Y
- +16.14%
- Since 2011
- +15.77%
Metrics
Since 2011| Volatility | 19.27% |
|---|---|
| Sortino ratio | 1.22 |
| Calmar ratio | 0.44 |
| Best year, 2019 | +37.82% |
| Worst year, 2022 | −31.07% |
| Positive years | 13 of 14 |
| Longest drawdown | 2.2 years |
Worst drawdowns
Since 2011| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −36.1% | Nov 2021 | Nov 2022 | Feb 2024 | 2.2 years |
| −29.3% | 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 |
| −17.3% | Oct 2025 | Mar 2026 | May 2026 | 6 months |
Annual returns
2011 from Aug 26 · 2026 through Oct 2