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MFS Active Growth ETF (MFSG)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
MFS
Inception Date
Dec 5, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$272M

Share Price Chart


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MFS Active Growth ETF

Performance

MFSG Performance Chart

MFS Active Growth ETF (MFSG) is up 0.6% since the beginning of the year. MFSG is currently trading at $28 per share.


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S&P 500 Index

Returns By Period

MFS Active Growth ETF (MFSG) has returned 0.57% so far this year and 33.50% over the past 12 months.


MFS Active Growth ETF

1D
-0.26%
1M
7.02%
YTD
0.57%
6M
2.32%
1Y
33.50%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.26%
1M
4.84%
YTD
2.86%
6M
6.22%
1Y
33.47%
3Y*
19.26%
5Y*
10.96%
10Y*
12.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MFSG Monthly Returns History

Based on dividend-adjusted daily data since Dec 5, 2024, MFSG's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 47% of months were positive and 53% were negative. The best month was Apr 2026 with a return of +11.2%, while the worst month was Mar 2025 at -8.6%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MFSG closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +11.2%, while the worst single day was Apr 4, 2025 at -5.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.69%-3.52%-5.64%11.24%0.57%
20253.88%-4.28%-8.57%1.07%9.22%6.79%4.12%-0.87%2.89%2.77%-1.84%-0.26%14.51%
2024-2.74%-2.74%

Benchmark Metrics

MFS Active Growth ETF has an annualized alpha of -4.00%, beta of 1.19, and R² of 0.91 versus S&P 500 Index. Calculated based on daily prices since December 06, 2024.

  • This ETF participated in 133.14% of S&P 500 Index downside but only 114.43% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -4.00% versus S&P 500 Index — delivering less than market exposure alone would predict.

Alpha
-4.00%
Beta
1.19
0.91
Upside Capture
114.43%
Downside Capture
133.14%

Expense Ratio

MFSG has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Risk / Return Rank

MFSG ranks 39 for risk / return — below 39% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


MFSG Risk / Return Rank: 3939
Overall Rank
MFSG Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
MFSG Sortino Ratio Rank: 4444
Sortino Ratio Rank
MFSG Omega Ratio Rank: 4444
Omega Ratio Rank
MFSG Calmar Ratio Rank: 2828
Calmar Ratio Rank
MFSG Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for MFS Active Growth ETF (MFSG) and compare them to a chosen benchmark (S&P 500 Index).


MFSGBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.97

2.59

-0.62

Sortino ratio

Return per unit of downside risk

2.71

3.60

-0.88

Omega ratio

Gain probability vs. loss probability

1.35

1.48

-0.13

Calmar ratio

Return relative to maximum drawdown

1.86

3.33

-1.46

Martin ratio

Return relative to average drawdown

6.47

15.04

-8.57

Explore MFSG risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

MFS Active Growth ETF provided a 0.08% dividend yield over the last twelve months, with an annual payout of $0.02 per share.


0.08%$0.00$0.01$0.01$0.02$0.022025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.02$0.02

Dividend yield

0.08%0.08%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.02$0.02

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 Active Growth ETF. 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 Active Growth ETF was 23.24%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.

The current MFS Active Growth ETF drawdown is 3.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.24%Jan 24, 202552Apr 8, 202555Jun 27, 2025107
-16.15%Oct 30, 2025103Mar 30, 2026
-4.75%Dec 12, 202421Jan 14, 20255Jan 22, 202526
-3.13%Oct 10, 20251Oct 10, 202510Oct 24, 202511
-3.05%Aug 13, 20257Aug 21, 202516Sep 15, 202523

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with MFSG

Add MFS Active Growth ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with MFSG