Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIGDX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND C) | -1.34% | 7.79% | 11.32% | 6.96% | 12.74% | 12.19% | 10.17% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGDX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND C) | 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 (%) | -0.17 | 7.79 | 11.32 | 6.96 | 12.74 | 12.19 | 10.17 | … | … | -1.34 | 9.15 | 15.50 | 23.20 | -19.80 | 25.10 | 21.65 | 38.79 | 0.10 | 27.66 | 5.36 | -0.86 | 10.69 | 29.25 | 16.01 | 0.58 | 13.41 | 39.65 | -37.36 | 10.75 | 6.86 | 3.18 | 8.85 | 21.81 | -28.86 | -25.20 | -7.85 | 37.96 | 39.16 | -13.84 |
| 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 | 2.70 | -0.08 | 4.08 | 0.38 | -0.06 | 0.93 | 2.59 | 1.19 | 0.02 | 0.79 | 1.61 | -1.00 | 0.50 | 0.31 | 0.09 | 0.61 | 1.21 | -1.21 | -1.13 | -0.44 | 1.81 | 1.57 | -0.79 |
| Standard Deviation(%) | NA | 12.63 | 14.48 | 16.93 | 17.96 | NA | NA | … | … | 14.86 | 17.56 | 12.46 | 13.16 | 25.00 | 12.99 | 33.20 | 13.83 | 16.86 | 6.64 | 13.65 | 15.14 | 11.48 | 11.28 | 13.53 | 23.61 | 16.91 | 24.50 | 38.39 | 15.11 | 11.26 | 10.02 | 12.88 | 17.45 | 24.70 | 24.81 | 27.39 | 19.12 | 22.71 | 132.38 |
| Draw Down(%) | NA | 13.97 | 18.83 | 27.09 | 32.48 | NA | NA | … | … | 13.87 | 18.83 | 7.08 | 10.53 | 26.86 | 6.30 | 32.48 | 6.82 | 17.57 | 2.38 | 8.89 | 12.03 | 7.47 | 5.66 | 11.13 | 17.28 | 15.31 | 21.28 | 46.34 | 8.45 | 10.37 | 7.52 | 12.17 | 12.32 | 33.31 | 40.69 | 23.76 | 11.45 | 27.00 | 18.17 |
| Yield(%) | 0.00 | 14.36 | 11.02 | 9.03 | 12.05 | 13.26 | 12.29 | … | … | 0.00 | 14.40 | 11.70 | 5.61 | 3.96 | 14.53 | 9.82 | 10.94 | 10.14 | 8.46 | 6.07 | 6.16 | 3.86 | 1.44 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.61 | 10.28 | 11.59 | 0.19 |
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 |
|---|---|---|---|---|
| MIGDX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND C) |
-23.93%
Mar 2000 – Mar 2003 |
-10.66%
Mar 2000 – Mar 2005 |
-5.58%
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 |
|---|---|---|---|---|
| MIGDX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND C) |
28.31%
Dec 2018 – Dec 2021 |
21.97%
Dec 2016 – Dec 2021 |
16.69%
Dec 2011 – Dec 2021 |
15.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart