MEGRX Performance — MFS Growth Fund, Class R2
Data updated: 2026-07-23
MEGRX returned +5.23% year to date and +17.34% over one year to May 2026. Annualised returns are +21.32% over 3 years and +10.47% over 5 years. The fund trailed its US Large Growth category average: $100 invested three years ago grew to $179, against $187 for the category, and to $117 over one year, against $125. Volatility over the past three years was 16.54% a year. In the 12 months to May 2026 the fund lost a net $4.4B, and assets reached $41.65B.
MEGRX Growth of $100
What $100 invested in MFS Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | MEGRX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $117 | $125 |
| 3 years (Jun 2023 – May 2026) | $179 | $187 |
| 5 years (Jun 2021 – May 2026) | $165 | $176 |
| Since data start (Sep 2019 – May 2026) | $247 | $274 |
MEGRX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.23% |
| 1 year | +17.34% |
| 3 years (annualised) | +21.32% |
| 5 years (annualised) | +10.47% |
MEGRX Annual Returns
Calendar-year total returns of MFS Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +5.23% |
| 2025 | +11.74% |
| 2024 | +31.01% |
| 2023 | +35.45% |
| 2022 | −31.50% |
| 2021 | +23.03% |
| 2020 | +30.97% |
| 2019 (Sep–Dec) | +7.12% |
MEGRX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.1% | −4.1% | −5.6% | +12.9% | +4.0% | — | — | — | — | — | — | — |
| 2025 | +4.1% | −4.5% | −8.4% | +1.3% | +8.7% | +6.7% | +3.6% | −0.8% | +2.5% | +2.2% | −2.2% | −0.9% |
| 2024 | +4.4% | +8.4% | +2.6% | −4.6% | +6.3% | +5.5% | −1.8% | +1.2% | +1.7% | −0.8% | +6.1% | −0.7% |
| 2023 | +7.8% | −3.7% | +6.5% | +1.7% | +3.9% | +6.0% | +2.3% | +0.2% | −5.4% | −0.7% | +9.8% | +3.4% |
| 2022 | −9.7% | −5.5% | +2.5% | −11.9% | −1.2% | −7.5% | +10.7% | −5.9% | −10.0% | +4.7% | +5.6% | −6.2% |
| 2021 | −2.0% | +1.3% | +1.0% | +7.7% | −1.0% | +5.5% | +3.6% | +3.8% | −5.9% | +7.2% | −1.0% | +1.7% |
| 2020 | +3.6% | −6.1% | −9.4% | +13.1% | +6.3% | +3.6% | +7.0% | +7.8% | −4.0% | −3.6% | +8.1% | +3.4% |
| 2019 | — | — | — | — | — | — | — | — | −1.2% | +1.6% | +4.0% | +2.6% |
MEGRX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 16.54%
- 3-year Sharpe ratio: 1.02 (vs 4.5% risk-free rate)
- Best month: +12.94% (Apr 2026)
- Worst month: −8.41% (Mar 2025)
MEGRX Fund Flows
Monthly money in and out of MFS Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$4.4B
- 12-month gross sales (incl. reinvestments): $10.7B
- Sales ÷ redemptions: 0.71×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $247.8M | $1.6B | −$1.4B |
| Apr 2026 | $321.3M | $1.0B | −$682.7M |
| Mar 2026 | $380.4M | $1.0B | −$652.5M |
| Feb 2026 | $532.5M | $1.1B | −$613.1M |
| Jan 2026 | $384.9M | $1.3B | −$911.4M |
| Dec 2025 | $5.6B | $1.3B | $4.3B |
| Nov 2025 | $340.8M | $1.4B | −$1.0B |
| Oct 2025 | $587.8M | $1.5B | −$946.1M |
| Sep 2025 | $302.0M | $801.0M | −$499.0M |
| Aug 2025 | $1.3B | $1.2B | $121.9M |
| Jul 2025 | $354.0M | $2.1B | −$1.7B |
| Jun 2025 | $352.1M | $752.0M | −$399.9M |
MEGRX Assets Under Management
Net assets of MFS Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $41.65B |
| 2026-02-28 | $40.10B |
| 2025-11-30 | $45.10B |
| 2025-08-31 | $46.35B |
| 2025-05-31 | $44.92B |
| 2025-02-28 | $45.85B |
| 2024-11-30 | $47.94B |
| 2024-08-31 | $46.01B |
| 2024-05-31 | $44.92B |
| 2024-02-29 | $43.85B |
| 2023-11-30 | $38.99B |
| 2023-08-31 | $39.27B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.