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MFS Growth I (MFEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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192.83+2.08 (+1.09%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.06%
5-year average return14.12%
Number of years up20
Number of years down6
Best 1-yr total return (1 May 2024)38.48%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return38.48%
Worst 3-yr total return3.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFEIXCategory
YTD16.20%12.38%
1-month2.61%5.09%
3-month16.20%10.28%
1-year42.86%41.70%
3-year10.29%22.56%
5-year15.69%21.98%
10-year14.66%15.99%
Last bull market35.99%25.99%
Last bear market-19.38%-17.29%

Annual total return (%) history

Year
MFEIXCategory
2024
N/AN/A
2023
36.13%N/A
2022
-31.15%N/A
2021
23.65%N/A
2020
31.61%35.86%
2019
37.69%31.90%
2018
2.59%-2.09%
2017
30.86%27.67%
2016
2.46%3.23%
2015
7.38%3.60%
2014
8.77%10.00%
2013
36.61%33.92%
2012
17.34%15.34%
2011
-0.32%-2.46%
2010
15.96%15.53%
2009
38.48%35.68%
2008
-37.43%-40.67%
2007
21.11%13.35%
2006
7.83%7.05%
2005
8.93%6.71%
2004
13.24%7.81%
2003
32.15%28.66%
2002
-35.25%-27.64%
2001
-25.64%-22.30%
2000
-25.20%-13.05%
1999
50.56%38.87%
1998
24.82%34.55%
1997
N/A26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.20%N/AN/AN/A
202310.73%12.15%-2.84%12.82%
2022-12.35%-19.38%-6.11%3.77%
20210.38%12.57%1.25%8.07%
2020-11.78%24.66%10.88%7.93%
201917.74%6.56%1.11%8.53%
20185.18%6.56%8.07%-15.30%
20179.68%6.69%5.03%6.48%
2016-1.50%1.62%4.20%-1.76%
20153.48%0.24%-4.55%8.46%
2014-0.18%2.92%0.84%4.99%
20139.60%1.53%10.77%10.83%
201215.36%-5.43%7.66%-0.10%
20114.95%-0.42%-12.05%8.44%
20104.81%-12.63%12.19%12.89%
2009-4.36%16.51%15.96%7.18%
2008-10.04%6.07%-15.95%-21.98%
20072.59%8.61%6.61%1.95%
20066.34%-6.97%1.17%7.74%
2005-5.74%4.27%6.40%4.17%
20044.21%1.20%-6.06%14.32%
20031.70%16.17%2.29%9.35%
2002-5.74%-20.16%-17.91%4.81%
2001-24.11%13.99%-31.45%25.40%
20009.96%-5.33%-6.95%-22.76%
1999-3.87%17.26%-1.79%36.00%
199821.28%-2.37%-17.85%28.33%
199717.42%14.25%-6.36%N/A

Rank in category (by total return)

YTD7
1-month28
3-month7
1-year21
3-year33
5-year41

Load adjusted returns

1-year42.86%
3-year10.29%
5-year15.69%
10-year14.66%