Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIGHX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R3) | -1.03% | 8.55% | 12.14% | 4.75% | 11.17% | 11.42% | 9.79% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGHX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R3) | 04/08/2005 | 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 (%) | -0.15 | 8.55 | 12.14 | 4.75 | 11.17 | 11.42 | 9.79 | … | … | -1.03 | 9.94 | 16.39 | 24.12 | -22.29 | 13.76 | 13.87 | 39.86 | 0.78 | 28.66 | 6.12 | -0.12 | 11.60 | 30.16 | 16.90 | 1.33 | 14.30 | 40.53 | -36.91 | 11.43 | 7.48 | 8.27 |
| Sharpe Ratio | NA | 0.58 | 0.65 | 0.13 | 0.52 | NA | NA | … | … | -0.27 | 0.40 | 1.02 | 1.57 | -0.95 | 0.84 | 0.40 | 2.78 | -0.04 | 4.26 | 0.43 | -0.01 | 1.01 | 2.68 | 1.26 | 0.06 | 0.84 | 1.65 | -0.98 | 0.55 | 0.36 | 0.93 |
| Standard Deviation(%) | NA | 12.60 | 14.50 | 17.57 | 18.37 | NA | NA | … | … | 14.84 | 17.55 | 12.55 | 13.17 | 25.12 | 16.43 | 33.79 | 13.82 | 16.88 | 6.61 | 13.62 | 15.13 | 11.48 | 11.26 | 13.47 | 23.59 | 16.88 | 24.48 | 38.49 | 15.08 | 11.21 | 9.72 |
| Draw Down(%) | NA | 13.75 | 18.68 | 31.49 | 32.42 | NA | NA | … | … | 13.75 | 18.68 | 7.03 | 10.36 | 26.56 | 10.80 | 32.42 | 6.81 | 17.44 | 2.32 | 8.81 | 11.79 | 7.40 | 5.63 | 11.00 | 17.12 | 15.08 | 21.18 | 46.01 | 8.34 | 9.96 | 5.79 |
| Yield(%) | 0.00 | 11.38 | 9.15 | 4.99 | 7.74 | 9.23 | 8.74 | … | … | 0.00 | 11.45 | 9.45 | 4.91 | 0.34 | 0.21 | 0.17 | 9.75 | 9.80 | 8.27 | 6.08 | 6.16 | 4.16 | 1.96 | 1.03 | 0.65 | 0.73 | 0.70 | 0.67 | 0.48 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGHX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R3) |
-12.92%
Feb 2006 – Feb 2009 |
-0.16%
Aug 2005 – Aug 2010 |
6.93%
Jan 2006 – Jan 2016 |
8.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGHX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R3) |
26.37%
Feb 2009 – Feb 2012 |
22.84%
Feb 2009 – Feb 2014 |
17.02%
Feb 2009 – Feb 2019 |
14.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart