Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFELX (MFS GROWTH FUND R1) | 5.06% | 14.86% | 19.82% | 9.83% | 14.88% | 13.96% | 11.72% | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFELX (MFS GROWTH FUND R1) | 03/31/2005 | 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 (%) | -0.03 | 14.86 | 19.82 | 9.83 | 14.88 | 13.96 | 11.72 | … | … | 5.06 | 11.24 | 30.24 | 34.81 | -32.04 | 22.34 | 30.35 | 36.31 | 1.62 | 29.54 | 1.46 | 6.23 | 7.82 | 35.26 | 16.24 | -1.39 | 14.83 | 37.13 | -38.13 | 19.93 | 6.64 | 14.56 |
| Sharpe Ratio | NA | 0.91 | 0.90 | 0.35 | 0.64 | NA | NA | … | … | 0.56 | 0.37 | 1.52 | 2.00 | -1.13 | 1.28 | 0.89 | 2.40 | 0.01 | 3.47 | 0.09 | 0.38 | 0.57 | 2.86 | 1.15 | -0.06 | 0.80 | 1.52 | -1.06 | 1.05 | 0.23 | 1.58 |
| Standard Deviation(%) | NA | 15.80 | 18.87 | 21.08 | 20.79 | NA | NA | … | … | 18.19 | 22.58 | 17.56 | 15.74 | 29.72 | 17.48 | 33.68 | 14.52 | 20.91 | 8.36 | 14.06 | 16.13 | 13.67 | 12.31 | 14.25 | 24.50 | 18.52 | 24.34 | 36.61 | 15.99 | 14.16 | 10.92 |
| Draw Down(%) | NA | 17.63 | 23.39 | 36.73 | 36.73 | NA | NA | … | … | 14.99 | 23.39 | 12.29 | 8.69 | 35.16 | 10.06 | 29.42 | 6.48 | 21.67 | 2.98 | 12.23 | 11.94 | 8.26 | 6.10 | 11.29 | 17.66 | 16.94 | 19.00 | 46.93 | 9.01 | 14.93 | 5.86 |
| Yield(%) | 0.00 | 23.04 | 19.33 | 11.28 | 14.42 | 16.40 | 15.17 | … | … | 0.00 | 23.42 | 22.62 | 9.11 | 0.80 | 4.69 | 6.08 | 2.85 | 5.18 | 4.07 | 2.07 | 4.70 | 5.02 | 2.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.02 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFELX (MFS GROWTH FUND R1) |
-12.11%
Feb 2006 – Feb 2009 |
0.86%
Oct 2007 – Oct 2012 |
7.10%
Jan 2006 – Jan 2016 |
8.36%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFELX (MFS GROWTH FUND R1) |
29.54%
Dec 2018 – Dec 2021 |
23.40%
Dec 2016 – Dec 2021 |
18.03%
Sep 2011 – Sep 2021 |
16.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart