Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIGKX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R4) | -1.85% | 8.20% | 12.07% | 5.08% | 11.44% | 11.61% | 10.05% | … | … |
Data as of 06/03/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGKX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R4) | 04/07/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 8.20 | 12.07 | 5.08 | 11.44 | 11.61 | 10.05 | … | … | -1.85 | 10.24 | 16.67 | 24.42 | -22.02 | 14.31 | 14.31 | 40.25 | 1.01 | 28.99 | 6.42 | 0.10 | 11.88 | 30.47 | 17.27 | 1.60 | 14.50 | 41.09 | -36.79 | 11.79 | 7.77 | 7.61 |
| Sharpe Ratio | NA | 0.60 | 0.67 | 0.15 | 0.54 | NA | NA | … | … | -0.26 | 0.42 | 1.05 | 1.59 | -0.94 | 0.88 | 0.42 | 2.80 | -0.02 | 4.31 | 0.46 | 0.00 | 1.03 | 2.70 | 1.29 | 0.07 | 0.85 | 1.67 | -0.98 | 0.57 | 0.39 | 0.83 |
| Standard Deviation(%) | NA | 12.61 | 14.49 | 17.53 | 18.33 | NA | NA | … | … | 14.85 | 17.57 | 12.47 | 13.15 | 25.10 | 16.30 | 33.70 | 13.83 | 16.83 | 6.60 | 13.60 | 15.12 | 11.51 | 11.26 | 13.46 | 23.65 | 16.89 | 24.51 | 38.44 | 15.11 | 11.22 | 9.74 |
| Draw Down(%) | NA | 13.70 | 18.66 | 31.21 | 32.42 | NA | NA | … | … | 13.70 | 18.66 | 7.01 | 10.32 | 26.41 | 10.63 | 32.42 | 6.80 | 17.38 | 2.32 | 8.73 | 11.70 | 7.41 | 5.60 | 10.97 | 17.14 | 14.98 | 21.09 | 45.91 | 8.40 | 9.85 | 5.78 |
| Yield(%) | 0.00 | 11.33 | 9.20 | 5.17 | 8.01 | 9.51 | 9.18 | … | … | 0.00 | 11.37 | 9.46 | 5.12 | 0.55 | 0.47 | 0.44 | 9.89 | 9.91 | 8.44 | 6.26 | 6.34 | 4.36 | 2.16 | 1.25 | 0.86 | 0.91 | 0.95 | 0.76 | 0.61 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGKX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R4) |
-12.66%
Feb 2006 – Feb 2009 |
0.16%
Aug 2005 – Aug 2010 |
7.22%
Jan 2006 – Jan 2016 |
8.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGKX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R4) |
26.71%
Feb 2009 – Feb 2012 |
23.17%
Feb 2009 – Feb 2014 |
17.32%
Feb 2009 – Feb 2019 |
15.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart