MFS Growth Fund (MEGBX)
The investment seeks capital appreciation. The fund normally invests in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The adviser focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).
Fund Info
| ISIN | US5529852023 |
|---|---|
| CUSIP | 552985202 |
| Issuer | MFS |
| Inception Date | Dec 29, 1986 |
| Category | Large Cap Growth Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
MEGBX has a high expense ratio of 1.59%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Growth Fund had a return of 16.10% year-to-date (YTD) and 37.81% in the last 12 months. Over the past 10 years, MFS Growth Fund had an annualized return of 13.75%, outperforming the S&P 500 benchmark which had an annualized return of 10.84%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.10% | 10.00% |
| 1 month | 0.91% | 2.41% |
| 6 months | 20.71% | 16.70% |
| 1 year | 37.81% | 26.85% |
| 5 years (annualized) | 13.88% | 12.81% |
| 10 years (annualized) | 13.75% | 10.84% |
Monthly Returns
The table below presents the monthly returns of MEGBX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.34% | 8.36% | 2.52% | -4.64% | 16.10% | ||||||||
| 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% |
| 2020 | 3.55% | -6.10% | -9.48% | 13.06% | 6.22% | 3.55% | 6.91% | 7.81% | -4.05% | -3.62% | 8.05% | 3.41% | 30.36% |
| 2019 | 8.66% | 4.56% | 3.38% | 4.38% | -4.33% | 6.45% | 1.84% | 0.26% | -1.21% | 1.55% | 3.94% | 2.56% | 36.33% |
| 2018 | 8.96% | -1.78% | -1.95% | 0.55% | 4.20% | 1.45% | 1.75% | 4.46% | 1.42% | -9.62% | 1.38% | -7.76% | 1.61% |
| 2017 | 4.03% | 3.81% | 1.32% | 3.03% | 4.03% | -0.70% | 3.09% | 1.29% | 0.34% | 4.23% | 1.63% | 0.23% | 29.54% |
| 2016 | -5.13% | -1.89% | 5.55% | -0.56% | 2.92% | -0.94% | 4.78% | -0.85% | 0.05% | -1.86% | -0.59% | 0.45% | 1.45% |
| 2015 | -2.05% | 6.76% | -1.29% | -0.71% | 1.71% | -1.28% | 4.75% | -5.93% | -3.10% | 8.22% | 1.00% | -1.08% | 6.24% |
| 2014 | -2.33% | 5.47% | -3.32% | -1.68% | 3.07% | 1.30% | -0.84% | 3.13% | -1.66% | 2.73% | 3.04% | -0.83% | 7.94% |
| 2013 | 4.68% | 1.26% | 3.15% | 0.37% | 2.54% | -1.60% | 5.62% | -1.09% | 5.76% | 3.75% | 2.68% | 3.81% | 35.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MEGBX is 87, placing it in the top 13% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
MEGBX (MFS Growth Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Growth Fund granted a 6.21% dividend yield in the last twelve months. The annual payout for that period amounted to $8.36 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $8.36 | $8.36 | $1.39 | $5.37 | $5.77 | $2.00 | $3.81 | $2.38 | $1.19 | $2.70 | $2.79 | $1.00 |
Dividend yield | 6.21% | 7.21% | 1.51% | 3.91% | 4.94% | 2.13% | 5.40% | 3.26% | 2.03% | 4.61% | 4.83% | 1.78% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.45 | $5.77 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 | $2.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.50 | $3.81 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.38 | $2.38 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.16 | $1.19 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $2.54 | $2.70 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.64 | $2.79 |
| 2013 | $1.00 | $1.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 72.59%, occurring on Oct 9, 2002. Recovery took 3044 trading sessions.
The current MFS Growth Fund drawdown is 1.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.59% | Mar 28, 2000 | 633 | Oct 9, 2002 | 3044 | Nov 18, 2014 | 3677 |
| -46.76% | Oct 6, 1987 | 15 | Oct 26, 1987 | 663 | May 10, 1990 | 678 |
| -37.14% | Jul 21, 1998 | 58 | Oct 8, 1998 | 60 | Dec 31, 1998 | 118 |
| -36.89% | Jun 5, 1990 | 107 | Oct 31, 1990 | 75 | Feb 13, 1991 | 182 |
| -36.73% | Nov 22, 2021 | 240 | Nov 3, 2022 | 317 | Feb 9, 2024 | 557 |
Volatility
Volatility Chart
The current MFS Growth Fund volatility is 5.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.