Find A Portfolio/Ticker
Comparison Box
MAAGX: MFS AGGRESSIVE GROWTH ALLOCATION FUND A (MUTUAL FUND)
Basic Info 32.34 0.07(0.22%) June 30
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (47%) |
Start Date: | 07/23/2002 |
Last Dividend Date: | 12/26/2024 |
12-Mo. Yield | 4.96% |
Expenses | 1.75% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/20/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 9.0 | 13.1 | 10.5 | 9.0 | 7.9 | 10.0 | 7.5 | 8.7 | 6.5 | 13.4 | -19.2 | 14.6 | 12.1 | 29.7 | -7.1 | 23.1 | 7.2 | -0.1 | 3.7 | 26.0 | 17.3 | -5.0 | 18.4 | 35.9 | -40.5 | 9.2 | 13.1 | 7.3 | 15.2 | 31.9 | 7.3 |
Sharpe Ratio | NA | 0.54 | 0.42 | 0.53 | 0.4 | 0.39 | NA | NA | 0.42 | 0.0 | 0.78 | -0.97 | 1.19 | 0.39 | 2.7 | -0.61 | 3.75 | 0.54 | -0.01 | 0.36 | 2.49 | 1.33 | -0.21 | 1.01 | 1.34 | -1.03 | 0.39 | 0.81 | 0.54 | 1.16 | 2.14 | 0.67 |
Draw Down(%) | NA | 14.9 | 14.9 | 16.1 | 28.3 | 32.8 | NA | NA | 55.3 | 9.0 | 10.5 | 25.1 | 5.6 | 32.8 | 5.3 | 17.6 | 1.8 | 10.7 | 11.7 | 9.1 | 6.7 | 11.3 | 21.4 | 13.7 | 24.3 | 51.2 | 10.6 | 12.6 | 8.0 | 10.6 | 12.8 | 17.5 |
Standard Deviation(%) | NA | 18.9 | 15.3 | 14.8 | 15.1 | 16.0 | NA | NA | 17.9 | 11.7 | 11.9 | 21.4 | 12.3 | 29.9 | 10.5 | 13.7 | 6.0 | 13.1 | 13.3 | 10.2 | 10.4 | 13.0 | 23.7 | 18.1 | 26.7 | 40.0 | 15.9 | 12.1 | 9.5 | 12.2 | 14.6 | 24.3 |
Treynor Ratio | NA | 0.11 | 0.07 | 0.09 | 0.07 | 0.07 | NA | NA | 0.09 | 0.0 | 0.11 | -0.21 | 0.18 | 0.12 | 0.31 | -0.09 | 0.31 | 0.1 | 0.0 | 0.04 | 0.33 | 0.22 | -0.06 | 0.23 | 0.41 | -0.47 | 0.08 | 0.14 | 0.08 | 0.23 | 0.43 | 0.21 |
Alpha | NA | -0.05 | -0.01 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | 0.01 | 0.0 | -0.02 | 0.03 | 0.01 | 0.03 | 0.03 | 0.01 | 0.01 | 0.01 | 0.03 | 0.05 | 0.01 | 0.03 | 0.03 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.06 |
Beta | NA | 0.96 | 0.87 | 0.9 | 0.89 | 0.9 | NA | NA | 0.85 | 0.75 | 0.86 | 0.97 | 0.82 | 0.97 | 0.92 | 0.92 | 0.72 | 0.71 | 0.81 | 0.84 | 0.8 | 0.77 | 0.88 | 0.79 | 0.87 | 0.87 | 0.8 | 0.72 | 0.65 | 0.62 | 0.73 | 0.76 |
RSquared | NA | 0.82 | 0.78 | 0.8 | 0.79 | 0.84 | NA | NA | 0.84 | 0.6 | 0.77 | 0.85 | 0.73 | 0.91 | 0.83 | 0.83 | 0.73 | 0.82 | 0.87 | 0.79 | 0.87 | 0.91 | 0.94 | 0.86 | 0.91 | 0.91 | 0.88 | 0.72 | 0.5 | 0.44 | 0.54 | 0.63 |
Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.4 | 1.1 | 1.4 | 3.4 | 0.6 | 5.8 | 5.1 | 4.8 | 3.1 | 5.0 | 1.3 | 1.2 | 1.3 | 1.4 | 1.4 | 1.7 | 2.5 | 6.8 | 2.5 | 2.4 | 1.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 444.2 | -38.7 | -52.5 | 549.7 | -87.6 | -1.7 | 26.5 | 65.7 | -42.5 | 293.6 | 34.2 | 2.2 | -8.5 | 12.4 | 9.9 | -59.5 | -62.4 | 191.8 | 15.5 | 121.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2002
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 WORLD STOCK Asset Class Trend Rankings |
Top Rated Funds in WORLD STOCK
Best Mutual Funds
- TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) 0.14% (100%)
- VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) 0.35% (100%)
- FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) 0.85% (99%)
- JAWWX (JANUS GLOBAL RESEARCH FUND CLASS T) 0.40% (99%)
- TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) 0.05% (95%)
- WWNPX (KINETICS PARADIGM FUND NO LOAD CLASS) 0.30% (95%)
- GWOAX (GMO GLOBAL DEVELOPED EQUITY ALLOCATION FUND CLASS III) 0.25% (95%)
- GMGEX (GMO GLOBAL EQUITY ALLOCATION FUND CLASS III) 0.19% (94%)
- MDISX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z) 0.06% (94%)
- CSUIX (COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC. CLASS I) 3.26% (94%)
Best ETFs
- DGT (SPDR Global Dow ETF) 0.33% (100%)
- TOK (iShares MSCI Kokusai ETF) 0.60% (96%)
- ACWI (iShares MSCI ACWI ETF) 0.44% (96%)
- DEW (WisdomTree Global High Dividend Fund) 0.39% (96%)
- FGD (First Trust Dow Jones Global Select Dividend Index Fund) 0.55% (96%)
- IOO (iShares Global 100 ETF) 0.25% (95%)
- VT (Vanguard Total World Stock ETF) 0.41% (95%)
- SDIV (Global X SuperDividend ETF) 0.76% (32%)
- URTH (iShares MSCI World ETF) 0.47% (32%)
- ACWV (iShares MSCI Global Min Vol Factor ETF) 0.70% (31%)
Best Closed End Funds
- AGD (Aberdeen Global Dynamic Dividend Fund) 1.28% (99%)
- BOE (BlackRock Global Opportunities Equity Trust) 0.44% (99%)
- GLQ (Clough Global EF) 1.14% (98%)
- ETG (Eaton Vance Tax Advantaged Global Dividend Income Closed Fund) 0.48% (98%)
- ETO (Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund) 0.41% (98%)
- ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) 1.05% (98%)
- EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) 0.23% (98%)
- EOD (Allspring Global Dividend Opportunity Fund) 0.56% (97%)
- IGA (Voya Global Advantage & Premium Opportunity Fund) 0.40% (97%)
- IGD (Voya Global Equity Dividend & Premium Opportunity Closed Fund) 0.17% (97%)