Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIGNX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R6) | -1.80% | 8.27% | 12.17% | 5.26% | 11.60% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGNX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R6) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 8.27 | 12.17 | 5.26 | 11.60 | NA | NA | … | … | -1.80 | 10.31 | 16.78 | 24.51 | -21.85 | 14.77 | 14.63 | 40.36 | 1.10 | 29.13 | 6.51 | 0.21 | 12.00 | 30.63 | 13.65 |
| Sharpe Ratio | NA | 0.60 | 0.68 | 0.16 | 0.55 | NA | NA | … | … | -0.25 | 0.42 | 1.06 | 1.60 | -0.93 | 0.91 | 0.43 | 2.81 | -0.02 | 4.31 | 0.46 | 0.01 | 1.04 | 2.71 | 1.82 |
| Standard Deviation(%) | NA | 12.62 | 14.48 | 17.49 | 18.31 | NA | NA | … | … | 14.84 | 17.56 | 12.47 | 13.15 | 25.09 | 16.13 | 33.63 | 13.84 | 16.86 | 6.63 | 13.62 | 15.14 | 11.49 | 11.30 | 13.74 |
| Draw Down(%) | NA | 13.68 | 18.63 | 30.99 | 32.40 | NA | NA | … | … | 13.68 | 18.63 | 7.01 | 10.28 | 26.36 | 10.41 | 32.40 | 6.81 | 17.37 | 2.27 | 8.74 | 11.68 | 7.36 | 5.61 | 6.91 |
| Yield(%) | 0.00 | 11.04 | 9.01 | 5.12 | 7.99 | 9.51 | 7.14 | … | … | 0.00 | 11.09 | 9.25 | 5.06 | 0.61 | 0.55 | 0.52 | 9.78 | 9.82 | 8.39 | 6.28 | 6.35 | 4.39 | 2.21 | 1.24 |
Data as of 06/03/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGNX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R6) |
0.93%
Dec 2019 – Dec 2022 |
4.72%
Mar 2021 – Mar 2026 |
9.98%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGNX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R6) |
22.69%
Dec 2018 – Dec 2021 |
20.51%
Oct 2016 – Oct 2021 |
13.27%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart