MFS Growth Fund Class A (MFEGX)

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MFS Growth Fund Class A (MFEGX) is up 6.5% since the beginning of the year. MFEGX is currently trading at $186 per share. Investors who bought $1,000 worth of MFEGX shares 5 years ago would now be looking at an investment worth $1,953.

MFS Growth Fund Class A (MFEGX) has returned 6.54% so far this year and 18.28% over the past 12 months. Looking at the last ten years, MFEGX has achieved an annualized return of 18.02%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Sep 13, 1993, MFEGX's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.

Historically, 61% of months were positive and 39% were negative. The best month was Dec 1999 with a return of +21.5%, while the worst month was Aug 1998 at -20.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, MFEGX closed higher 54% of trading days. The best single day was Dec 17, 2024 with a return of +14.8%, while the worst single day was Mar 16, 2020 at -12.1%.

MFS Growth Fund Class A has an annualized alpha of 2.05%, beta of 1.07, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since September 14, 1993.

• This fund captured 120.44% of S&P 500 Index gains and 109.86% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.05% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.07 and R2 of 0.78, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

MFEGX has an expense ratio of 0.83%, placing it in the medium range.

MFEGX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for MFS Growth Fund Class A (MFEGX) and compare them to S&P 500 Index.

MFS Growth Fund Class A provided a 15.84% dividend yield over the last twelve months, with an annual payout of $29.48 per share.

The table displays the monthly dividend distributions for MFS Growth Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the MFS Growth Fund Class A. 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 Class A was 72.42%, occurring on Oct 9, 2002. Recovery took 2820 trading sessions.

The chart below shows the rolling one-month volatility.