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Mfs Growth Fund Class R3: (MF: MFEHX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$172.84 USD
+2.62 (1.54%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.95 | 51 |
| 3 months | -8.95 | 51 |
| 6 months | -4.73 | 62 |
| 1 Year | 2.97 | 57 |
| 3 Year | 8.38 | 22 |
| 5 Year | 15.42 | 49 |
| 10 Year | 13.37 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -46.41 |
| Bull Market (2/09 - 3/21) | 1,180.43 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 2.97 |
| 5 Year | 15.41 |
| 10 Year | 13.37 |
| Since Inception | 12.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.95 | NA | NA | NA |
| 2024 | 16.13 | 7.01 | 0.99 | 4.64 |
| 2023 | 10.65 | 12.08 | -2.89 | 12.75 |
| 2022 | -12.40 | -19.43 | -6.17 | 3.70 |
| 2021 | 0.31 | 12.49 | 1.18 | 8.00 |
| 2020 | -11.83 | 24.58 | 10.81 | 7.86 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.95 | 31.34 | 35.79 | -31.32 | 23.33 | 31.29 | 37.34 | 2.34 | 30.52 | 2.21 | 7.10 |
| % Total Return Rel to Index | -4.69 | 6.31 | 9.54 | -13.11 | -5.35 | 12.89 | 5.85 | 6.74 | 8.72 | -9.72 | 5.71 |
| % Total Return Rel to Peer | -1.58 | 9.32 | 9.66 | -6.45 | 8.50 | 5.50 | 12.13 | 6.76 | 11.28 | -1.28 | 6.93 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 2.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 25.69 | 8.36 | 1.39 | 5.36 | 5.76 | 2.01 | 3.82 | 2.38 | 1.19 | 2.71 |
| Expense Ratio | 0.00 | 0.82 | 0.84 | 0.84 | 0.83 | 0.86 | 0.90 | 0.92 | 0.94 | 0.96 | 0.96 |
* 1 = Top 20%, 5 = Bottom 20%