Find A Portfolio/Ticker
Comparison Box
MFEHX: MFS GROWTH FUND R3 (MUTUAL FUND)
Basic Info 184.71 1.17(0.63%) May 16
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (60%) |
Start Date: | 04/08/2005 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 6.05% |
Expenses | 0.50% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/08/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 17.8 | 40.4 | 9.0 | 15.3 | 14.6 | 16.2 | 12.3 | 35.8 | -31.3 | 23.3 | 31.3 | 37.3 | 2.4 | 30.5 | 2.2 | 7.0 | 8.6 | 36.3 | 17.1 | -0.6 | 15.7 | 38.2 | -37.7 | 20.8 | 7.3 | 14.9 |
Sharpe Ratio | NA | 2.8 | 2.28 | 0.29 | 0.56 | 0.68 | NA | 0.55 | 2.02 | -1.1 | 1.33 | 0.91 | 2.48 | 0.05 | 3.6 | 0.14 | 0.44 | 0.63 | 2.95 | 1.21 | -0.03 | 0.84 | 1.56 | -1.05 | 1.12 | 0.29 | 1.68 |
Draw Down(%) | NA | 7.1 | 8.5 | 36.3 | 36.3 | 36.3 | NA | 49.8 | 8.6 | 34.7 | 10.0 | 29.4 | 6.5 | 21.5 | 2.9 | 12.2 | 11.8 | 8.2 | 6.0 | 11.2 | 17.5 | 16.8 | 18.9 | 46.7 | 8.9 | 14.9 | 5.8 |
Standard Deviation(%) | NA | 17.1 | 15.5 | 21.6 | 23.8 | 19.9 | NA | 20.3 | 15.7 | 29.7 | 17.5 | 33.9 | 14.5 | 20.9 | 8.3 | 14.1 | 16.1 | 13.7 | 12.3 | 14.2 | 24.5 | 18.5 | 24.4 | 36.6 | 16.0 | 14.2 | 11.0 |
Treynor Ratio | NA | 0.54 | 0.42 | 0.08 | 0.16 | 0.16 | NA | 0.12 | 0.4 | -0.42 | 0.31 | 0.33 | 0.54 | 0.01 | 0.32 | 0.02 | 0.07 | 0.09 | 0.36 | 0.18 | -0.01 | 0.16 | 0.39 | -0.4 | 0.19 | 0.04 | 0.21 |
Alpha | NA | 0.06 | 0.03 | 0.02 | 0.01 | 0.0 | NA | 0.01 | 0.0 | 0.0 | 0.05 | -0.06 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | -0.01 | 0.04 | 0.02 | -0.01 |
Beta | NA | 0.89 | 0.83 | 0.79 | 0.84 | 0.86 | NA | 0.9 | 0.8 | 0.78 | 0.76 | 0.93 | 0.66 | 0.99 | 0.94 | 0.93 | 0.99 | 0.99 | 1.01 | 0.96 | 0.92 | 0.95 | 0.97 | 0.97 | 0.95 | 1.03 | 0.9 |
RSquared | NA | 0.95 | 0.92 | 0.93 | 0.94 | 0.93 | NA | 0.94 | 0.91 | 0.94 | 0.86 | 0.97 | 0.69 | 0.99 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.97 | 0.99 | 0.97 | 0.96 | 0.97 | 0.95 | 0.89 | 0.89 |
Yield(%) | N/A | 0.0 | 6.0 | 3.2 | 4.3 | 5.6 | 8.7 | N/A | 6.9 | 0.8 | 3.6 | 4.8 | 2.3 | 4.2 | 3.4 | 1.7 | 4.0 | 4.3 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 500.5 | 30.5 | 77.8 | N/A | N/A | N/A | 501.4 | -74.1 | -6.8 | 186.6 | -47.4 | 60.5 | 100.0 | -55.9 | -3.2 | 179.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/08/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.45% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.34% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.34% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.55% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.36% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.35% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.16% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.14% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.37% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.41% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.45% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.30% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.31% (99%)
- QQQQ (PowerShares QQQ) 0.20% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.26% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.32% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.56% (97%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.27% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.35% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.02% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.22% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.05% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.70% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.45% (98%)
- GAM (General American Investors Closed Fund) 0.27% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.41% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.14% (97%)
- FXBY (Foxby Corp) 0.64% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.38% (22%)