Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFEIX (MFS GROWTH FUND I) | 7.85% | 11.33% | 20.65% | 11.01% | 13.67% | 15.17% | 11.95% | 8.77% |
Data as of 07/16/2025, AR inception is 12/31/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFEIX (MFS GROWTH FUND I) | 12/31/1996 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 11.33 | 20.65 | 11.01 | 13.67 | 15.17 | 11.95 | 8.77 | 7.85 | 17.31 | 29.79 | -31.83 | 20.22 | 26.94 | 37.69 | 2.61 | 30.85 | 2.47 | 7.32 | 8.89 | 36.61 | 17.34 | -0.32 | 15.96 | 38.48 | -37.47 | 21.19 | 7.83 | 8.93 | 13.24 | 32.15 | -35.25 | -25.64 | -32.52 | 49.79 | 23.60 | 20.71 | 0.00 |
| Sharpe Ratio | NA | 0.33 | 0.78 | 0.38 | 0.59 | NA | NA | 0.29 | 0.40 | 0.50 | 1.58 | -1.12 | 1.13 | 0.79 | 2.50 | 0.06 | 3.63 | 0.16 | 0.45 | 0.65 | 2.97 | 1.23 | -0.01 | 0.86 | 1.58 | -1.05 | 1.14 | 0.32 | 0.61 | 0.83 | 1.67 | -1.30 | -0.71 | -0.67 | 1.91 | 0.72 | 0.79 | NA |
| Standard Deviation(%) | NA | 24.19 | 21.13 | 22.00 | 21.03 | NA | NA | 23.90 | 28.13 | 21.28 | 16.32 | 29.70 | 17.91 | 33.77 | 14.52 | 20.91 | 8.37 | 14.07 | 16.12 | 13.67 | 12.31 | 14.23 | 24.51 | 18.55 | 24.34 | 36.62 | 16.01 | 14.16 | 11.05 | 14.81 | 18.79 | 27.97 | 39.78 | 54.77 | 24.32 | 28.10 | 21.65 | 0.00 |
| Draw Down(%) | NA | 23.24 | 23.24 | 37.61 | 37.61 | NA | NA | 77.42 | 23.24 | 14.79 | 8.68 | 34.61 | 10.02 | 29.36 | 6.45 | 21.49 | 2.94 | 12.14 | 11.77 | 8.16 | 6.01 | 11.14 | 17.45 | 16.78 | 18.88 | 46.64 | 8.92 | 14.80 | 9.12 | 15.22 | 12.71 | 42.48 | 51.20 | 50.98 | 15.41 | 37.01 | 15.39 | 0.00 |
| Yield(%) | 0.00 | 11.72 | 6.16 | 3.55 | 4.88 | 7.86 | 6.78 | 5.33 | 0.00 | 15.16 | 0.00 | 0.00 | 0.00 | 0.00 | 2.13 | 4.01 | 3.16 | 1.66 | 3.78 | 4.11 | 2.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 12/31/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEIX (MFS GROWTH FUND I) |
-33.02%
Mar 2000 - Mar 2003 |
-16.05%
Mar 2000 - Mar 2005 |
-6.55%
Aug 2000 - Aug 2010 |
0.83%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFEIX (MFS GROWTH FUND I) |
36.20%
Mar 1997 - Mar 2000 |
24.33%
Feb 2009 - Feb 2014 |
18.85%
Aug 2010 - Aug 2020 |
16.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart