Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGTIX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND I) | -0.94% | 8.80% | 12.41% | 5.16% | 11.56% | 11.78% | 10.14% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGTIX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND I) | 12/22/1997 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 8.80 | 12.41 | 5.16 | 11.56 | 11.78 | 10.14 | … | … | -0.94 | 10.23 | 16.67 | 24.40 | -21.92 | 14.65 | 14.51 | 40.19 | 1.04 | 28.98 | 6.42 | 0.10 | 11.90 | 30.52 | 17.17 | 1.58 | 14.57 | 41.08 | -36.76 | 11.86 | 7.89 | 4.23 | 10.01 | 23.04 | -28.12 | -24.49 | -15.69 | 28.08 | 28.08 | -13.25 |
| Sharpe Ratio | NA | 0.60 | 0.67 | 0.16 | 0.55 | NA | NA | … | … | -0.26 | 0.42 | 1.04 | 1.59 | -0.93 | 0.91 | 0.42 | 2.80 | -0.02 | 4.30 | 0.46 | 0.00 | 1.03 | 2.70 | 1.28 | 0.07 | 0.86 | 1.68 | -0.98 | 0.58 | 0.40 | 0.20 | 0.70 | 1.28 | -1.19 | -1.10 | -0.62 | 1.19 | 1.02 | -0.81 |
| Standard Deviation(%) | NA | 12.63 | 14.51 | 17.52 | 18.32 | NA | NA | … | … | 14.87 | 17.56 | 12.56 | 13.16 | 25.10 | 16.15 | 33.65 | 13.80 | 16.85 | 6.62 | 13.63 | 15.13 | 11.50 | 11.30 | 13.47 | 23.61 | 16.90 | 24.43 | 38.45 | 15.14 | 11.18 | 10.05 | 12.81 | 17.43 | 24.67 | 24.81 | 32.00 | 20.73 | 24.06 | 128.55 |
| Draw Down(%) | NA | 13.71 | 18.65 | 31.03 | 32.42 | NA | NA | … | … | 13.71 | 18.65 | 7.03 | 10.31 | 26.40 | 10.39 | 32.42 | 6.82 | 17.39 | 2.31 | 8.75 | 11.73 | 7.41 | 5.56 | 10.97 | 17.11 | 15.02 | 21.07 | 45.88 | 8.33 | 9.78 | 7.26 | 11.66 | 12.17 | 32.95 | 40.31 | 30.44 | 11.14 | 26.84 | 17.57 |
| Yield(%) | 0.00 | 10.93 | 8.93 | 5.00 | 7.84 | 9.44 | 9.06 | … | … | 0.00 | 11.01 | 9.17 | 4.97 | 0.54 | 0.46 | 0.44 | 9.68 | 9.72 | 8.18 | 6.18 | 6.24 | 4.32 | 2.14 | 1.22 | 0.85 | 0.89 | 0.94 | 0.75 | 0.78 | 0.00 | 0.00 | 0.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 |
Data as of 06/04/2026, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGTIX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND I) |
-25.65%
Mar 2000 – Mar 2003 |
-11.52%
Mar 2000 – Mar 2005 |
-5.77%
Feb 1999 – Feb 2009 |
1.22%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGTIX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND I) |
26.75%
Feb 2009 – Feb 2012 |
23.18%
Feb 2009 – Feb 2014 |
17.32%
Feb 2009 – Feb 2019 |
15.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart