MEGBX - MFS Growth Fund Class B

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return19.37%
5-Year Average Return10.03%
Number of Years Up29
Number of Years Down7
Best 1 Yr Total Return (Jun 1, 2023)37.09%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return37.09%
Worst 3-Yr Total Return-0.84%

Trailing Returns (%) Vs. Benchmarks

ReturnMEGBXCategory
YTD19.37%12.38%
1-Month7.07%5.09%
3-Month14.36%10.28%
1-Year4.66%41.70%
3-Year6.81%22.56%
5-Year10.03%21.98%
10-Year12.51%15.99%
Last Bull Market34.87%25.99%
Last Bear Market-19.58%-17.29%

Annual Total Return (%) History

Year
MEGBXCategory
2023
N/AN/A
2022
-31.84%N/A
2021
22.42%N/A
2020
30.31%35.86%
2019
36.32%31.90%
2018
1.58%-2.09%
2017
29.56%27.67%
2016
1.46%3.23%
2015
6.30%3.60%
2014
7.69%10.00%
2013
35.26%33.92%
2012
16.25%15.34%
2011
-1.36%-2.46%
2010
14.82%15.53%
2009
37.09%35.68%
2008
-38.07%-40.67%
2007
19.94%13.35%
2006
6.72%7.05%
2005
7.86%6.71%
2004
12.14%7.81%
2003
30.88%28.66%
2002
-35.92%-27.64%
2001
-26.36%-22.30%
2000
-25.93%-13.05%
1999
48.92%38.87%
1998
23.56%34.55%
1997
19.73%26.36%
1996
13.85%19.76%
1995
40.07%32.65%
1994
4.00%-2.45%
1993
24.02%8.69%
1992
11.71%5.92%
1991
87.61%40.07%
1990
-2.54%-3.78%
1989
26.89%27.76%
1988
8.00%12.55%
1987
4.74%1.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202310.46%N/AN/AN/A
2022-12.57%-19.58%-6.34%3.50%
20210.14%12.28%1.00%7.81%
2020-11.99%24.35%10.60%7.66%
201917.46%6.29%0.87%8.25%
20184.93%6.29%7.80%-15.51%
20179.42%6.43%4.77%6.20%
2016-1.74%1.38%3.94%-2.01%
20153.24%-0.03%-4.78%8.16%
2014-0.41%2.66%0.58%4.73%
20139.34%1.28%10.48%10.56%
201215.09%-5.64%7.42%-0.35%
20114.69%-0.67%-12.28%8.15%
20104.55%-12.84%11.89%12.61%
2009-4.61%16.24%15.67%6.89%
2008-10.28%5.80%-16.18%-22.16%
20072.34%8.36%6.31%1.73%
20066.03%-7.19%0.92%7.46%
2005-5.97%3.98%6.14%3.93%
20043.93%0.95%-6.27%14.03%
20031.48%15.89%2.02%9.07%
2002-5.99%-20.34%-18.16%4.55%
2001-24.28%13.72%-31.62%25.06%
20009.68%-5.56%-7.19%-22.96%
1999-4.11%16.90%-2.05%35.64%
199820.97%-2.63%-18.07%28.02%
1997-3.97%17.15%13.95%-6.60%
19966.84%6.37%3.13%-2.86%
199510.11%5.77%14.95%4.63%
19940.16%-9.22%16.02%-1.41%
1993-4.39%14.13%6.07%7.16%
19921.31%-11.24%2.82%20.83%
199133.59%-2.14%18.13%21.49%
19901.02%15.33%-30.83%20.94%
19893.54%9.80%11.61%0.00%
198813.04%5.38%-10.22%0.98%
198746.63%-0.75%-0.25%-27.85%

Rank In Category (By Total Return)

YTD55
1-Month22
3-Month49
1-Year64
3-Year81
5-Year61

Load Adjusted Returns

1-Year-4.55%
3-Year6.17%
5-Year9.61%
10-Year12.11%