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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Massachusetts Investors Growth Stock Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
MFS Massachusetts Investors Growth Stock Fund (MGTIX) has returned -11.87% so far this year and 2.34% over the past 12 months. Looking at the last ten years, MGTIX has achieved an annualized return of 13.59%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
MFS Massachusetts Investors Growth Stock Fund
- 1D
- -0.21%
- 1M
- -9.02%
- YTD
- -11.87%
- 6M
- -10.66%
- 1Y
- 2.34%
- 3Y*
- 12.60%
- 5Y*
- 8.76%
- 10Y*
- 13.59%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Dec 31, 1996, MGTIX's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.
Historically, 59% of months were positive and 41% were negative. The best month was Dec 1999 with a return of +14.6%, while the worst month was Oct 2008 at -17.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MGTIX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.9%, while the worst single day was Dec 23, 1997 at -17.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.73% | -2.42% | -9.02% | -11.87% | |||||||||
| 2025 | 2.47% | -1.35% | -6.10% | -1.31% | 6.05% | 3.85% | 2.80% | 0.67% | 1.84% | 2.33% | -1.05% | 0.12% | 10.23% |
| 2024 | 1.12% | 4.63% | 2.26% | -4.46% | 4.95% | 2.36% | 1.33% | 1.93% | 2.34% | -2.62% | 4.46% | 6.70% | 27.38% |
| 2023 | 6.20% | -3.62% | 5.34% | 1.32% | 0.19% | 6.70% | 1.57% | -1.25% | -5.29% | -1.84% | 10.39% | 3.48% | 24.40% |
| 2022 | -5.46% | -4.34% | 2.45% | -7.65% | 0.08% | -6.75% | 8.55% | -4.90% | -10.33% | 6.21% | 8.15% | -4.58% | -18.99% |
| 2021 | -2.24% | 2.72% | 3.18% | 6.74% | -0.42% | 2.28% | 4.56% | 2.27% | -5.50% | 6.74% | -1.96% | 6.13% | 26.41% |
Benchmark Metrics
MFS Massachusetts Investors Growth Stock Fund has an annualized alpha of 1.86%, beta of 0.97, and R² of 0.89 versus S&P 500 Index. Calculated based on daily prices since January 02, 1997.
- This fund captured 103.84% of S&P 500 Index gains but only 96.96% of its losses — a favorable profile for investors.
- With beta of 0.97 and R² of 0.89, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.86%
- Beta
- 0.97
- R²
- 0.89
- Upside Capture
- 103.84%
- Downside Capture
- 96.96%
Expense Ratio
MGTIX has an expense ratio of 0.45%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MGTIX ranks 7 for risk / return — in the bottom 7% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MGTIX) and compare them to a chosen benchmark (S&P 500 Index).
| MGTIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.90 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.39 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.21 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 1.40 | -1.34 |
Martin ratioReturn relative to average drawdown | 0.21 | 6.61 | -6.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore MGTIX 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 Massachusetts Investors Growth Stock Fund provided a 12.57% dividend yield over the last twelve months, with an annual payout of $4.84 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.84 | $4.84 | $7.43 | $1.71 | $1.58 | $4.56 | $2.88 | $2.51 | $2.79 | $1.95 | $1.18 | $1.56 |
Dividend yield | 12.57% | 11.08% | 16.84% | 4.17% | 4.59% | 10.30% | 7.43% | 7.38% | 10.72% | 6.83% | 5.00% | 6.61% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Massachusetts Investors Growth Stock 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $4.51 | $4.84 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $7.42 | $7.43 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.71 | $1.71 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 | $1.58 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.87 | $4.56 |
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 Massachusetts Investors Growth Stock 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 Massachusetts Investors Growth Stock Fund was 60.05%, occurring on Mar 9, 2009. Recovery took 994 trading sessions.
The current MFS Massachusetts Investors Growth Stock Fund drawdown is 13.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.05% | Mar 27, 2000 | 2250 | Mar 9, 2009 | 994 | Feb 19, 2013 | 3244 |
| -32.42% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -26.84% | Jul 21, 1998 | 57 | Oct 8, 1998 | 35 | Nov 27, 1998 | 92 |
| -26.52% | Dec 30, 2021 | 198 | Oct 12, 2022 | 298 | Dec 19, 2023 | 496 |
| -22.46% | Dec 9, 1997 | 12 | Dec 24, 1997 | 124 | Jun 24, 1998 | 136 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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