MEGBX vs. POGAX

In the year-to-date period, MEGBX achieves a -4.88% return, which is significantly higher than POGAX's -6.88% return. Over the past 10 years, MEGBX has underperformed POGAX with an annualized return of 7.32%, while POGAX has yielded a comparatively higher 10.82% annualized return.

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MEGBX has a 1.59% expense ratio, which is higher than POGAX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund (MEGBX) and Putnam Growth Opportunities Fund (POGAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MEGBX Sharpe Ratio is -0.35, which is lower than the POGAX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of MEGBX and POGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither MEGBX nor POGAX has paid dividends to shareholders.

The maximum MEGBX drawdown since its inception was -72.59%, smaller than the maximum POGAX drawdown of -76.55%. Use the drawdown chart below to compare losses from any high point for MEGBX and POGAX. For additional features, visit the drawdowns tool.

MFS Growth Fund (MEGBX) and Putnam Growth Opportunities Fund (POGAX) have volatilities of 7.87% and 8.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.