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MGTIX: MASSACHUSETTS INVESTORS GROWTH STOCK FUND I (MUTUAL FUND)
Basic Info 44.35 0.27(0.61%) May 16
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.45% |
| Expenses | 0.71% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.0 | 0.5 | -1.1 | 7.0 | 7.9 | 9.6 | 11.6 | 9.4 | 6.2 | 8.0 | 20.1 | -21.9 | 14.6 | 14.5 | 40.2 | 1.0 | 29.0 | 6.4 | 0.1 | 11.9 | 30.5 | 17.2 | 1.6 | 14.6 | 41.1 | -36.8 | 11.9 | 7.9 | 4.2 | 10.0 | 23.0 | -28.1 | -24.5 | -15.7 | 28.1 | 28.1 | -13.2 |
| Sharpe Ratio | NA | -0.07 | -0.38 | 0.14 | 0.28 | 0.42 | NA | NA | 0.23 | 0.1 | 1.19 | -0.93 | 0.91 | 0.42 | 2.81 | -0.02 | 4.3 | 0.46 | 0.0 | 1.03 | 2.7 | 1.28 | 0.07 | 0.86 | 1.68 | -0.98 | 0.59 | 0.41 | 0.2 | 0.71 | 1.28 | -1.18 | -1.1 | -0.62 | 1.2 | 1.03 | -0.8 |
| Draw Down(%) | NA | 18.7 | 24.3 | 24.3 | 31.0 | 32.4 | NA | NA | 64.5 | 10.7 | 10.3 | 26.4 | 10.4 | 32.4 | 6.8 | 17.4 | 2.3 | 8.7 | 11.7 | 7.4 | 5.6 | 11.0 | 17.1 | 15.0 | 21.1 | 45.9 | 8.3 | 9.8 | 7.3 | 11.7 | 12.2 | 33.0 | 40.3 | 30.4 | 11.1 | 26.8 | 17.6 |
| Standard Deviation(%) | NA | 24.9 | 19.6 | 18.6 | 18.7 | 18.8 | NA | NA | 20.5 | 14.6 | 13.4 | 25.1 | 16.2 | 33.7 | 13.8 | 16.9 | 6.6 | 13.6 | 15.1 | 11.5 | 11.3 | 13.5 | 23.6 | 16.9 | 24.4 | 38.4 | 15.1 | 11.2 | 10.1 | 12.8 | 17.4 | 24.7 | 24.8 | 32.0 | 20.7 | 24.1 | 128.5 |
| Treynor Ratio | NA | -0.03 | -0.12 | 0.04 | 0.09 | 0.12 | NA | NA | 0.06 | 0.03 | 0.26 | -0.38 | 0.38 | 0.17 | 0.63 | 0.0 | 0.43 | 0.07 | 0.0 | 0.15 | 0.34 | 0.2 | 0.02 | 0.17 | 0.43 | -0.37 | 0.1 | 0.06 | 0.03 | 0.11 | 0.26 | -0.39 | -0.41 | -0.25 | 0.3 | 0.3 | -0.31 |
| Alpha | NA | -0.02 | -0.05 | -0.03 | 0.0 | 0.0 | NA | NA | 0.0 | -0.03 | -0.03 | 0.02 | 0.06 | -0.09 | 0.04 | 0.0 | 0.03 | 0.03 | -0.03 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.05 | 0.01 | -3.42 |
| Beta | NA | 0.66 | 0.6 | 0.64 | 0.57 | 0.68 | NA | NA | 0.78 | 0.53 | 0.62 | 0.62 | 0.38 | 0.86 | 0.61 | 0.77 | 0.67 | 0.87 | 0.9 | 0.79 | 0.89 | 0.88 | 0.88 | 0.86 | 0.96 | 1.01 | 0.9 | 0.83 | 0.81 | 0.85 | 0.85 | 0.76 | 0.67 | 0.8 | 0.82 | 0.82 | 3.3 |
| RSquared | NA | 0.89 | 0.72 | 0.79 | 0.67 | 0.75 | NA | NA | 0.8 | 0.57 | 0.77 | 0.83 | 0.32 | 0.83 | 0.65 | 0.92 | 0.76 | 0.89 | 0.92 | 0.87 | 0.91 | 0.91 | 0.96 | 0.96 | 0.94 | 0.96 | 0.95 | 0.92 | 0.9 | 0.94 | 0.88 | 0.95 | 0.9 | 0.75 | 0.71 | 0.68 | 0.44 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.6 | 0.6 | 4.3 | 6.4 | 5.6 | N/A | 0.5 | 0.7 | 0.5 | 0.5 | 0.4 | 9.7 | 9.7 | 8.2 | 6.2 | 6.2 | 4.3 | 2.1 | 1.2 | 0.8 | 0.9 | 0.9 | 0.7 | 0.8 | 0.0 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -21.7 | -75.4 | -90.0 | 420.3 | N/A | N/A | N/A | -21.7 | 7.9 | 37.4 | 14.5 | -93.9 | -10.1 | 43.3 | 36.5 | -8.3 | 56.4 | 149.6 | 105.7 | 45.9 | 7.3 | 30.5 | -17.4 | 4.5 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1997
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See LARGE GROWTH Asset Class Trend Rankings |
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