- ISIN
- US5529852023
- CUSIP
- 552985202
- Issuer
- MFS
- Inception Date
- Dec 29, 1986
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
MEGBX Performance Chart
MFS Growth Fund (MEGBX) is up 0.1% since the beginning of the year. MEGBX is currently trading at $111 per share. Investors who bought $1,000 worth of MEGBX shares 5 years ago would now be looking at an investment worth $1,735.
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Returns By Period
MFS Growth Fund (MEGBX) has returned 0.12% so far this year and 3.07% over the past 12 months. Looking at the last ten years, MEGBX has achieved an annualized return of 16.40%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
MFS Growth Fund
- 1D
- 2.48%
- 1M
- -1.85%
- 6M
- 1.25%
- YTD
- 0.12%
- 1Y
- 3.07%
- 3Y*
- 24.19%
- 5Y*
- 11.65%
- 10Y*
- 16.40%
- ALL TIME*
- 11.63%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
MEGBX Monthly Returns History
Based on dividend-adjusted daily data since Dec 29, 1986, MEGBX's average daily return is +0.05%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.
Historically, 60% of months were positive and 40% were negative. The best month was Dec 2024 with a return of +22.8%, while the worst month was Oct 1987 at -30.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MEGBX closed higher 53% of trading days. The best single day was Dec 17, 2024 with a return of +23.1%, while the worst single day was Oct 27, 1987 at -15.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.12% | -4.09% | -5.67% | 12.89% | 3.98% | -1.32% | -3.39% | 0.12% | |||||
| 2025 | 4.02% | -4.58% | -8.45% | 1.26% | 8.68% | 6.70% | 3.54% | -0.85% | 2.51% | 2.19% | -2.21% | -0.87% | 11.25% |
| 2024 | 4.34% | 8.36% | 2.52% | -4.64% | 6.26% | 5.41% | -1.88% | 1.12% | 1.61% | -0.82% | 6.07% | 22.80% | 61.25% |
| 2023 | 7.72% | -3.70% | 6.48% | 1.64% | 3.88% | 5.95% | 2.28% | 0.19% | -5.42% | -0.77% | 9.76% | 3.34% | 34.81% |
| 2022 | -9.75% | -5.49% | 2.50% | -11.92% | -1.29% | -7.51% | 10.65% | -5.96% | -9.99% | 4.63% | 5.53% | -6.25% | -31.83% |
| 2021 | -2.04% | 1.24% | 0.97% | 7.66% | -1.06% | 5.41% | 3.53% | 3.72% | -5.95% | 7.21% | -1.03% | 1.55% | 22.34% |
Benchmark Metrics
MFS Growth Fund has an annualized alpha of 3.49%, beta of 0.99, and R2 of 0.62 versus S&P 500 Index. Calculated based on daily prices since December 29, 1986.
- This fund captured 127.04% of S&P 500 Index gains and 113.78% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.49% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.99 and R2 of 0.62, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.49%
- Beta
- 0.99
- R²
- 0.62
- Upside Capture
- 127.04%
- Downside Capture
- 113.78%
Expense Ratio
MEGBX has a high expense ratio of 1.59%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
MEGBX ranks 5 for risk / return — above 5% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MEGBX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.25 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.08 | 2.00 | -1.93 |
| Martin ratioReturn relative to average drawdown | 0.24 | 8.49 | -8.26 |
Dividends
Dividend History
MFS Growth Fund provided a 22.84% dividend yield over the last twelve months, with an annual payout of $25.35 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $25.35 | $29.48 | $51.20 | $8.36 | $1.39 | $5.37 | $5.77 | $2.00 | $3.50 | $2.38 | $1.19 | $2.70 |
Dividend yield | 22.84% | 26.60% | 40.46% | 7.21% | 1.51% | 3.91% | 4.94% | 2.13% | 4.95% | 3.26% | 2.03% | 4.61% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.13 | $0.00 | $0.00 | $0.00 | $0.00 | $25.35 | $29.48 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.00 | $51.01 | $51.20 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $7.91 | $8.36 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.39 | $1.39 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.65 | $5.37 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Growth Fund was 72.95%, occurring on Oct 9, 2002. Recovery took 3075 trading sessions.
The current MFS Growth Fund drawdown is 5.73%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-72.95%Oct 2002 | 2y 6mo | 12y 2mo | 14y 9moMar 2000 - Dec 2014 | Dot-com crash2000–2002 |
-46.05%Oct 1987 | 21d | 2y 6mo | 2y 7moOct 1987 - May 1990 | Black Monday1987 |
-37.14%Oct 1998 | 2mo 19d | 2mo 24d | 5mo 13dJul 1998 - Dec 1998 | — |
-36.89%Oct 1990 | 4mo 8d | 4mo 5d | 8mo 13dJun 1990 - Feb 1991 | — |
-36.73%Nov 2022 | 11mo 16d | 1y 3mo | 2y 2moNov 2021 - Feb 2024 | Bear market2022 |
Drawdown Indicators
| MEGBX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.95% | -56.78% | -16.17% |
Max Drawdown (1Y)Largest decline over 1 year | -17.64% | -9.10% | -8.54% |
Max Drawdown (3Y)Largest decline over 3 years | -23.39% | -18.90% | -4.49% |
Max Drawdown (5Y)Largest decline over 5 years | -36.73% | -25.43% | -11.30% |
Max Drawdown (10Y)Largest decline over 10 years | -36.73% | -33.92% | -2.81% |
Current DrawdownCurrent decline from peak | -5.73% | -1.58% | -4.15% |
Average DrawdownAverage peak-to-trough decline | -21.68% | -10.70% | -10.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 2.14% | +3.59% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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