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MAAGX: MFS Aggressive Growth Allocation A (MUTUAL FUND)
Basic Info 26.87 0.15(0.56%) August 09
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 07/23/2002 |
| Last Dividend Date: | 12/28/2021 |
| 12-Mo. Yield | 3.51% |
| Expenses | 1.25% |
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Performance Analytics (As of 08/08/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | -13.9 | -10.6 | -7.8 | -1.4 | 4.8 | 3.4 | 6.4 | -32.2 | 15.5 | 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 |
| SR | NA | -1.1 | -0.62 | -0.2 | -0.07 | 0.21 | NA | 0.27 | -0.65 | 0.51 | 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 |
| DD(%) | NA | 21.0 | 21.7 | 45.5 | 45.5 | 45.5 | NA | 55.3 | 40.8 | 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 |
| SD(%) | NA | 20.4 | 17.3 | 34.6 | 27.8 | 21.2 | NA | 21.1 | 49.7 | 29.6 | 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 |
| TR | NA | -0.25 | -0.12 | -0.08 | -0.02 | 0.05 | NA | 0.07 | -0.92 | 0.16 | 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 | 0.0 | 0.01 | -0.03 | -0.01 | 0.0 | NA | 0.0 | -0.13 | 0.02 | 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 | 0.9 | 0.88 | 0.88 | 0.89 | 0.85 | NA | 0.83 | 0.35 | 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 |
| RS | NA | 0.78 | 0.76 | 0.36 | 0.4 | 0.48 | NA | 0.67 | 0.01 | 0.92 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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