MFS Growth I (MFEIX)
The fund primarily invests in equity securities, focusing on stocks of companies with above-average earnings growth potential.
Fund Info
US5529858632
552985863
Jul 10, 1997
$0
Large-Cap
Growth
Expense Ratio
MFEIX has an expense ratio of 0.60%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Growth I, 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 I had a return of -13.81% year-to-date (YTD) and -10.06% in the last 12 months. Over the past 10 years, MFS Growth I had an annualized return of 9.15%, while the S&P 500 had an annualized return of 9.68%, indicating that MFS Growth I did not perform as well as the benchmark.
MFEIX
-13.81%
-6.32%
-20.63%
-10.06%
6.78%
9.15%
^GSPC (Benchmark)
-10.18%
-5.91%
-9.57%
5.19%
12.98%
9.68%
Monthly Returns
The table below presents the monthly returns of MFEIX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.11% | -4.51% | -8.37% | -5.39% | -13.81% | ||||||||
| 2024 | 4.42% | 8.45% | 2.61% | -4.56% | 6.35% | 5.50% | -1.89% | 1.21% | 1.69% | -0.74% | 6.16% | -11.39% | 17.31% |
| 2023 | 7.81% | -3.62% | 6.56% | 1.72% | 3.97% | 6.04% | 2.10% | 0.27% | -5.35% | -0.68% | 9.85% | -1.14% | 29.79% |
| 2022 | -9.67% | -5.41% | 2.59% | -11.86% | -1.20% | -7.43% | 10.74% | -5.88% | -9.92% | 4.74% | 5.61% | -7.10% | -31.83% |
| 2021 | -1.95% | 1.31% | 1.06% | 7.75% | -0.97% | 5.08% | 3.62% | 3.81% | -5.87% | 7.30% | -0.96% | -0.73% | 20.22% |
| 2020 | 3.64% | -6.03% | -9.41% | 13.15% | 6.31% | 3.39% | 7.01% | 7.91% | -3.97% | -3.53% | 8.14% | 0.01% | 26.94% |
| 2019 | 8.75% | 4.64% | 3.47% | 4.46% | -4.25% | 6.10% | 1.92% | 0.34% | -1.13% | 1.64% | 4.02% | 1.42% | 35.49% |
| 2018 | 9.06% | -1.71% | -1.88% | 0.63% | 4.29% | 1.24% | 1.83% | 4.55% | 1.51% | -9.54% | 1.45% | -10.99% | -1.35% |
| 2017 | 4.12% | 3.88% | 1.40% | 3.11% | 4.12% | -0.63% | 3.19% | 1.37% | 0.40% | 4.33% | 1.71% | 0.33% | 30.86% |
| 2016 | -5.05% | -1.81% | 5.65% | -0.48% | 3.00% | -0.90% | 4.86% | -0.76% | 0.13% | -1.77% | -0.51% | -0.98% | 0.89% |
| 2015 | -1.97% | 6.85% | -1.21% | -0.61% | 1.78% | -1.14% | 4.79% | -5.86% | -3.03% | 8.32% | 1.08% | -4.23% | 3.81% |
| 2014 | -2.25% | 5.56% | -3.25% | -1.58% | 3.20% | 1.33% | -0.74% | 3.21% | -1.56% | 2.80% | 3.13% | -0.82% | 8.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MFEIX is 10, meaning it’s performing worse than 90% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Growth I (MFEIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Growth I provided a 0.10% dividend yield over the last twelve months, with an annual payout of $0.18 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.18 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $2.38 | $0.02 | $0.17 | $2.79 |
Dividend yield | 0.10% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 2.50% | 0.02% | 0.22% | 3.90% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Growth I. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 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 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 |
| 2014 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.64 | $2.79 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Growth I. 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 I was 74.67%, occurring on Oct 9, 2002. Recovery took 2863 trading sessions.
The current MFS Growth I drawdown is 26.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.67% | Jun 12, 2000 | 581 | Oct 9, 2002 | 2863 | Mar 4, 2014 | 3444 |
| -37.61% | Nov 22, 2021 | 240 | Nov 3, 2022 | 383 | May 15, 2024 | 623 |
| -37.01% | Jul 21, 1998 | 58 | Oct 8, 1998 | 60 | Dec 31, 1998 | 118 |
| -30.44% | Dec 17, 2024 | 76 | Apr 8, 2025 | — | — | — |
| -29.36% | Feb 20, 2020 | 23 | Mar 23, 2020 | 63 | Jun 22, 2020 | 86 |
Volatility
Volatility Chart
The current MFS Growth I volatility is 15.05%, 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.