Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIGBX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND B) | -2.28% | 7.15% | 10.97% | 6.96% | 12.68% | 12.06% | 10.12% | … | … |
Data as of 06/03/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGBX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND B) | 12/27/1995 | 06/03/2026 |
| 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 7.15 | 10.97 | 6.96 | 12.68 | 12.06 | 10.12 | … | … | -2.28 | 9.17 | 15.50 | 23.20 | -19.79 | 25.08 | 21.67 | 38.79 | 0.10 | 27.66 | 5.39 | -0.87 | 10.74 | 29.23 | 15.98 | 0.58 | 13.44 | 39.59 | -37.35 | 10.69 | 6.82 | 3.26 | 8.92 | 21.70 | -28.82 | -25.22 | -7.83 | 37.95 | 39.14 | 46.73 | 21.31 | -3.67 |
| Sharpe Ratio | NA | 0.51 | 0.59 | 0.27 | 0.62 | NA | NA | … | … | -0.33 | 0.36 | 0.95 | 1.50 | -0.85 | 1.93 | 0.64 | 2.69 | -0.08 | 4.08 | 0.38 | -0.06 | 0.94 | 2.58 | 1.19 | 0.02 | 0.79 | 1.61 | -0.99 | 0.50 | 0.31 | 0.10 | 0.62 | 1.20 | -1.21 | -1.13 | -0.44 | 1.80 | 1.56 | 2.37 | 1.02 | -1.67 |
| Standard Deviation(%) | NA | 12.61 | 14.49 | 16.94 | 17.96 | NA | NA | … | … | 14.85 | 17.56 | 12.49 | 13.16 | 25.02 | 12.98 | 33.17 | 13.85 | 16.86 | 6.64 | 13.64 | 15.14 | 11.45 | 11.30 | 13.49 | 23.66 | 16.85 | 24.53 | 38.44 | 15.11 | 11.21 | 10.02 | 12.83 | 17.54 | 24.76 | 24.83 | 27.29 | 19.17 | 22.82 | 18.08 | 17.16 | 61.42 |
| Draw Down(%) | NA | 13.95 | 18.79 | 27.13 | 32.48 | NA | NA | … | … | 13.88 | 18.79 | 7.07 | 10.53 | 26.87 | 6.30 | 32.48 | 6.85 | 17.57 | 2.37 | 8.88 | 12.01 | 7.53 | 5.63 | 11.15 | 17.21 | 15.31 | 21.21 | 46.36 | 8.42 | 10.33 | 7.48 | 12.20 | 12.38 | 33.25 | 40.64 | 23.73 | 11.47 | 27.00 | 8.86 | 15.25 | 4.50 |
| Yield(%) | 0.00 | 14.24 | 10.91 | 9.04 | 12.03 | 13.10 | 12.24 | … | … | 0.00 | 14.24 | 11.58 | 5.55 | 3.92 | 14.40 | 9.74 | 10.86 | 10.31 | 8.36 | 5.94 | 6.07 | 3.84 | 1.43 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.52 | 10.22 | 11.55 | 23.45 | 28.50 | 9.36 |
Data as of 06/03/2026, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGBX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND B) |
-23.95%
Mar 2000 – Mar 2003 |
-10.65%
Mar 2000 – Mar 2005 |
-5.57%
Aug 2000 – Aug 2010 |
0.87%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGBX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND B) |
44.15%
Mar 1997 – Mar 2000 |
25.60%
Jan 1996 – Jan 2001 |
16.69%
Dec 2011 – Dec 2021 |
15.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart