Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIGMX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R1) | -1.34% | 7.75% | 11.31% | 6.96% | 12.75% | 12.18% | 10.16% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGMX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R1) | 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 (%) | -0.17 | 7.75 | 11.31 | 6.96 | 12.75 | 12.18 | 10.16 | … | … | -1.34 | 9.15 | 15.52 | 23.19 | -19.81 | 25.09 | 21.64 | 38.83 | 0.16 | 27.65 | 5.37 | -0.99 | 10.79 | 29.21 | 15.99 | 0.59 | 13.46 | 39.68 | -37.45 | 10.65 | 6.66 | 7.63 |
| Sharpe Ratio | NA | 0.51 | 0.59 | 0.27 | 0.62 | NA | NA | … | … | -0.33 | 0.36 | 0.96 | 1.50 | -0.85 | 1.93 | 0.64 | 2.70 | -0.07 | 4.09 | 0.38 | -0.07 | 0.94 | 2.59 | 1.19 | 0.02 | 0.79 | 1.62 | -1.00 | 0.50 | 0.29 | 0.84 |
| Standard Deviation(%) | NA | 12.63 | 14.50 | 16.95 | 17.97 | NA | NA | … | … | 14.90 | 17.58 | 12.45 | 13.17 | 25.03 | 12.97 | 33.21 | 13.81 | 16.86 | 6.63 | 13.62 | 15.11 | 11.50 | 11.25 | 13.55 | 23.63 | 16.88 | 24.42 | 38.42 | 15.14 | 11.25 | 9.71 |
| Draw Down(%) | NA | 13.97 | 18.83 | 27.11 | 32.49 | NA | NA | … | … | 13.90 | 18.83 | 7.06 | 10.56 | 26.87 | 6.28 | 32.49 | 6.82 | 17.53 | 2.36 | 8.86 | 12.08 | 7.49 | 5.68 | 11.10 | 17.27 | 15.28 | 21.24 | 46.37 | 8.45 | 10.42 | 5.98 |
| Yield(%) | 0.00 | 14.72 | 11.26 | 9.20 | 12.19 | 13.38 | 12.37 | … | … | 0.00 | 14.76 | 11.97 | 5.73 | 4.04 | 14.79 | 9.98 | 11.10 | 10.58 | 8.58 | 6.14 | 6.18 | 3.89 | 2.02 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 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 |
|---|---|---|---|---|
| MIGMX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R1) |
-13.57%
Feb 2006 – Feb 2009 |
-0.87%
Aug 2005 – Aug 2010 |
6.13%
Jan 2006 – Jan 2016 |
8.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGMX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R1) |
28.31%
Dec 2018 – Dec 2021 |
21.98%
Dec 2016 – Dec 2021 |
16.68%
Dec 2011 – Dec 2021 |
15.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart