Find A Portfolio/Ticker
Comparison Box
EAGWX: MFS GROWTH ALLOCATION FUND 529A (MUTUAL FUND)
Basic Info
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/30/2002 |
Last Dividend Date: | 12/28/2021 |
12-Mo. Yield | 3.47% |
Expenses | 0.69% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/27/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -11.2 | -12.5 | -4.3 | 2.4 | 2.3 | 4.7 | -14.9 | -39.1 | 14.4 | 26.2 | -6.0 | 19.0 | 7.5 | -0.9 | 3.7 | 20.1 | 15.6 | -2.3 | 16.9 | 32.2 | -34.5 | 8.6 | 12.3 | 6.5 | 13.5 | 25.9 | -1.2 |
Sharpe Ratio | NA | -0.95 | -0.35 | -0.18 | 0.09 | NA | 0.2 | -1.83 | -0.69 | 0.57 | 2.9 | -0.65 | 3.73 | 0.69 | -0.09 | 0.44 | 2.33 | 1.49 | -0.13 | 1.15 | 1.49 | -1.11 | 0.44 | 0.94 | 0.59 | 1.34 | 2.28 | -0.26 |
Draw Down(%) | NA | 16.5 | 47.3 | 47.3 | 47.3 | NA | 48.2 | 16.0 | 45.0 | 29.1 | 4.3 | 14.6 | 1.5 | 8.7 | 10.2 | 7.3 | 6.4 | 8.9 | 17.2 | 11.1 | 20.8 | 44.3 | 8.5 | 10.0 | 6.4 | 7.3 | 10.2 | 10.9 |
Standard Deviation(%) | NA | 12.2 | 36.3 | 28.8 | 21.3 | NA | 19.1 | 13.9 | 57.1 | 24.6 | 8.6 | 11.2 | 4.9 | 10.6 | 10.8 | 8.4 | 8.6 | 10.5 | 18.7 | 14.6 | 21.5 | 31.7 | 12.6 | 9.6 | 7.4 | 9.4 | 11.1 | 17.3 |
Treynor Ratio | NA | -0.16 | -0.13 | -0.05 | 0.02 | NA | 0.03 | -0.38 | -1.14 | 0.12 | 6.7 | -0.07 | 0.16 | 0.06 | -0.01 | 0.03 | 0.17 | 0.11 | -0.02 | 0.13 | 0.26 | -0.27 | 0.04 | 0.07 | 0.04 | 0.1 | 0.23 | -0.04 |
Alpha | NA | -0.03 | -0.06 | -0.04 | -0.02 | NA | -0.01 | -0.05 | -0.16 | -0.01 | 0.08 | -0.01 | 0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.0 | -0.03 | 0.0 | 0.02 | -0.03 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | -0.01 |
Beta | NA | 0.74 | 0.96 | 0.99 | 1.05 | NA | 1.19 | 0.67 | 0.34 | 1.17 | 0.04 | 1.12 | 1.14 | 1.24 | 1.2 | 1.21 | 1.22 | 1.38 | 1.35 | 1.33 | 1.26 | 1.32 | 1.35 | 1.35 | 1.05 | 1.22 | 1.08 | 1.12 |
RSquared | NA | 0.64 | 0.23 | 0.27 | 0.35 | NA | 0.61 | 0.6 | 0.0 | 0.98 | 0.06 | 0.95 | 0.85 | 0.84 | 0.93 | 0.93 | 0.94 | 0.93 | 0.97 | 0.92 | 0.94 | 0.95 | 0.96 | 0.9 | 0.87 | 0.82 | 0.84 | 0.93 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.6 | 1.6 | 1.9 | 2.2 | 2.2 | 3.0 | 3.0 | 6.8 | 3.5 | 3.0 | 1.6 | 0.7 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.7 | -4.0 | -16.7 | 11.1 | -3.6 | -37.8 | -55.0 | 108.3 | 23.1 | 105.3 | 171.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
Best Mutual Funds
- RPFCX (DAVIS APPRECIATION & INCOME FUND CLASS A) (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) (91%)
Best ETFs
* Day change on 07/27/2022.Best Closed End Funds
- GLV (Clough Global Allocation Fund) (100%)
- GLO (Clough Global Opportunities Fund) (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) (99%)
- SCD (LMP Capital And Income Closed Fund) (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) (98%)