Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIRGX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R2) | 4.59% | 8.14% | 11.42% | 7.20% | 10.45% | 12.43% | 9.26% | 9.25% |
Data as of 07/03/2025, AR inception is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIRGX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R2) | 11/03/2003 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 8.14 | 11.42 | 7.20 | 10.45 | 12.43 | 9.26 | 9.25 | 4.59 | 6.73 | 19.15 | -22.56 | 13.19 | 13.40 | 39.52 | 0.56 | 28.29 | 5.91 | -0.41 | 11.32 | 29.86 | 16.61 | 1.06 | 13.98 | 40.40 | -37.10 | 11.16 | 7.24 | 3.50 | 9.11 | 1.71 |
| Sharpe Ratio | NA | 0.27 | 0.48 | 0.30 | 0.48 | NA | NA | 0.42 | 0.28 | 0.01 | 1.12 | -0.96 | 0.80 | 0.39 | 2.75 | -0.04 | 4.19 | 0.42 | -0.03 | 0.99 | 2.64 | 1.24 | 0.04 | 0.82 | 1.64 | -0.99 | 0.54 | 0.36 | 0.13 | 0.64 | 0.85 |
| Standard Deviation(%) | NA | 18.42 | 17.29 | 18.24 | 18.68 | NA | NA | 18.71 | 22.42 | 14.89 | 13.42 | 25.11 | 16.55 | 33.75 | 13.83 | 16.84 | 6.63 | 13.58 | 15.13 | 11.48 | 11.28 | 13.51 | 23.64 | 16.95 | 24.56 | 38.47 | 15.14 | 11.18 | 9.99 | 12.84 | 12.46 |
| Draw Down(%) | NA | 18.75 | 18.75 | 31.77 | 32.44 | NA | NA | 49.73 | 18.75 | 11.31 | 10.44 | 26.70 | 10.99 | 32.44 | 6.81 | 17.50 | 2.32 | 8.77 | 11.86 | 7.47 | 5.61 | 11.03 | 17.16 | 15.19 | 21.23 | 46.15 | 8.39 | 10.06 | 7.42 | 12.09 | 3.68 |
| Yield(%) | 0.00 | 8.31 | 3.62 | 2.22 | 5.42 | 8.04 | 6.11 | 6.33 | 0.00 | 9.43 | 0.07 | 0.15 | 0.00 | 0.00 | 9.59 | 9.55 | 8.07 | 5.91 | 5.99 | 3.96 | 1.71 | 0.81 | 0.45 | 0.48 | 0.40 | 0.36 | 0.44 | 0.00 | 0.00 | 0.71 | 0.00 |
Data as of 07/03/2025, AR inception is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIRGX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R2) |
-13.14%
Feb 2006 - Feb 2009 |
-5.93%
Feb 2004 - Feb 2009 |
6.67%
Jan 2006 - Jan 2016 |
7.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIRGX (MASSACHUSETTS INVESTORS GROWTH STOCK FUND R2) |
26.09%
Feb 2009 - Feb 2012 |
22.56%
Feb 2009 - Feb 2014 |
16.74%
Feb 2009 - Feb 2019 |
14.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart