Select Page

MFS GROWTH FUND R3 MFEHX
195.03 -1.82 (-0.92%) Jul 22, 2025

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 25.50
Ex-Dividend Date Dec 17, 2024
Annualized Return (3Y) 20.86%
Annualized Return (5Y) 12.75%
Annualized Return (10Y) 14.65%
Annualized Return (15Y) 15.62%
Close 195.03
Previous Close 196.85
Worst 3Y Roll AR -11.49%
Worst 5Y Roll AR 1.62%
Worst 10Y Roll AR 7.90%
Worst 15Y Roll AR 9.18%
Inception Date Apr 08, 2005
--
--
loading...

Dividends


MFS GROWTH FUND R3 (MFEHX) Dividend Information

MFS GROWTH FUND R3 (MFEHX) dividend growth in the last 12 months is 207.40%

The trailing 12-month yield of MFS GROWTH FUND R3 is 13.41%. its dividend history:

Pay Date Cash Amount
Dec 17, 2024 $25.50349
Jul 31, 2024 $0.19132
Dec 19, 2023 $7.90687
Jul 31, 2023 $0.45192
Dec 13, 2022 $1.3919
Dec 14, 2021 $4.65025
Jun 30, 2021 $0.71724
Dec 15, 2020 $5.45378
Jun 30, 2020 $0.31338
Dec 17, 2019 $1.518

Dividend Growth History for MFS GROWTH FUND R3 (MFEHX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $25.69481 16.64% 207.40% -
2023 $8.35879 6.88% 500.53% 207.40%
2022 $1.3919 0.78% -74.07% 329.65%
2021 $5.36749 3.64% -6.93% 68.54%
2020 $5.76716 4.81% 187.64% 45.29%
2019 $2.005 2.28% -47.43% 66.55%
2018 $3.8141 4.22% 60.05% 37.43%
2017 $2.383 3.36% 100.93% 40.45%
2016 $1.186 1.73% -56.11% 46.88%
2015 $2.702 3.98% -3.05% 28.44%
2014 $2.787 4.31% 178.70% 24.87%
2013 $1 2.01% - 34.33%
2007 $3.079 8.25% - 13.29%

Dividend Growth Chart for MFS GROWTH FUND R3 (MFEHX)

MFS GROWTH FUND R3 (MFEHX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


MFS GROWTH FUND R3 (MFEHX) Historical Returns And Risk Info

From 04/08/2005 to 07/22/2025, the compound annualized total return (dividend reinvested) of MFS GROWTH FUND R3 (MFEHX) is 12.544%. Its cumulative total return (dividend reinvested) is 994.694%.

From 04/08/2005 to 07/22/2025, the Maximum Drawdown of MFS GROWTH FUND R3 (MFEHX) is 49.8%.

From 04/08/2005 to 07/22/2025, the Sharpe Ratio of MFS GROWTH FUND R3 (MFEHX) is 0.56.

From 04/08/2005 to 07/22/2025, the Annualized Standard Deviation of MFS GROWTH FUND R3 (MFEHX) is 20.4%.

From 04/08/2005 to 07/22/2025, the Beta of MFS GROWTH FUND R3 (MFEHX) is 0.9.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MFEHX (MFS GROWTH FUND R3) 7.57% 14.08% 20.86% 12.75% 14.65% 15.62% 12.27% 12.71%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 7.97% 14.75% 18.39% 15.68% 13.44% 14.40% 10.51% 10.78%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 7.60% 10.16% 10.19% 7.03% 6.55% 7.29% 6.06% 6.28%
Data as of 07/22/2025, AR inception is 04/08/2005

Return Calculator for MFS GROWTH FUND R3 (MFEHX)

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

MFS GROWTH FUND R3 (MFEHX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for MFS GROWTH FUND R3 (MFEHX)

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for MFS GROWTH FUND R3 (MFEHX)

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 04/08/2005 to 07/22/2025, the worst annualized return of 3-year rolling returns for MFS GROWTH FUND R3 (MFEHX) is -11.49%.
From 04/08/2005 to 07/22/2025, the worst annualized return of 5-year rolling returns for MFS GROWTH FUND R3 (MFEHX) is 1.62%.
From 04/08/2005 to 07/22/2025, the worst annualized return of 10-year rolling returns for MFS GROWTH FUND R3 (MFEHX) is 7.9%.
From 04/08/2005 to 07/22/2025, the worst annualized return of 20-year rolling returns for MFS GROWTH FUND R3 (MFEHX) is 12.21%.

Drawdowns


MFS GROWTH FUND R3 (MFEHX) Maximum Drawdown




Related Articles for MFS GROWTH FUND R3(MFEHX)