Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFEHX (MFS GROWTH FUND R3) | 5.39% | 15.70% | 20.72% | 10.72% | 15.78% | 14.84% | 12.57% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFEHX (MFS GROWTH FUND R3) | 04/08/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 15.70 | 20.72 | 10.72 | 15.78 | 14.84 | 12.57 | … | … | 5.39 | 12.06 | 31.26 | 35.81 | -31.31 | 23.27 | 31.33 | 37.34 | 2.37 | 30.51 | 2.22 | 7.05 | 8.61 | 36.31 | 17.12 | -0.62 | 15.70 | 38.16 | -37.65 | 20.76 | 7.35 | 14.86 |
| Sharpe Ratio | NA | 0.96 | 0.95 | 0.39 | 0.68 | NA | NA | … | … | 0.61 | 0.41 | 1.57 | 2.06 | -1.10 | 1.33 | 0.92 | 2.47 | 0.05 | 3.59 | 0.14 | 0.43 | 0.63 | 2.95 | 1.21 | -0.03 | 0.84 | 1.56 | -1.05 | 1.11 | 0.28 | 1.67 |
| Standard Deviation(%) | NA | 15.81 | 18.87 | 21.09 | 20.79 | NA | NA | … | … | 18.20 | 22.58 | 17.55 | 15.74 | 29.73 | 17.48 | 33.67 | 14.52 | 20.92 | 8.35 | 14.07 | 16.13 | 13.66 | 12.30 | 14.22 | 24.51 | 18.51 | 24.35 | 36.60 | 16.00 | 14.16 | 11.00 |
| Draw Down(%) | NA | 17.38 | 23.28 | 36.27 | 36.27 | NA | NA | … | … | 14.86 | 23.28 | 12.24 | 8.62 | 34.74 | 10.03 | 29.37 | 6.47 | 21.54 | 2.95 | 12.17 | 11.81 | 8.18 | 6.05 | 11.16 | 17.52 | 16.79 | 18.93 | 46.72 | 8.95 | 14.87 | 5.79 |
| Yield(%) | 0.00 | 15.93 | 14.54 | 8.77 | 12.04 | 14.46 | 13.97 | … | … | 0.00 | 16.24 | 16.64 | 6.88 | 0.78 | 3.64 | 4.81 | 2.28 | 4.22 | 3.36 | 1.73 | 3.98 | 4.31 | 2.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.25 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEHX (MFS GROWTH FUND R3) |
-11.49%
Feb 2006 – Feb 2009 |
1.62%
Oct 2007 – Oct 2012 |
7.90%
Jan 2006 – Jan 2016 |
9.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEHX (MFS GROWTH FUND R3) |
30.52%
Dec 2018 – Dec 2021 |
24.33%
Dec 2016 – Dec 2021 |
18.92%
Sep 2011 – Sep 2021 |
17.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart