MFS Growth I (MFEIX)

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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.

MFS Growth I (MFEIX) has returned -13.62% so far this year and 6.53% over the past 12 months. Looking at the last ten years, MFEIX has achieved an annualized return of 15.44%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Dec 31, 1996, MFEIX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, your investment would double in approximately 6.3 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 -20.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MFEIX closed higher 54% of trading days. The best single day was Jan 3, 2001 with a return of +13.8%, while the worst single day was Mar 16, 2020 at -12.1%.

MFS Growth I has an annualized alpha of 1.79%, beta of 1.07, and R² of 0.81 versus S&P 500 Index. Calculated based on daily prices since January 02, 1997.

• This fund captured 120.83% of S&P 500 Index gains and 110.79% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.07 and R² of 0.81, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

MFEIX has an expense ratio of 0.60%, placing it in the medium range.

MFEIX ranks 11 for risk / return — in the bottom 11% 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 I (MFEIX) and compare them to a chosen benchmark (S&P 500 Index).

MFS Growth I provided a 17.36% 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 I. 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 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 72.24%, occurring on Oct 9, 2002. Recovery took 2796 trading sessions.

The current MFS Growth I drawdown is 17.30%.

The chart below shows the rolling one-month volatility.