Find A Portfolio/Ticker
Comparison Box
MAGWX: MFS GROWTH ALLOCATION FUND A (MUTUAL FUND)
Basic Info 23.62 0.1(0.42%) April 16
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (68%) |
Start Date: | 07/23/2002 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 4.09% |
Expenses | 0.69% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/23/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.4 | 2.3 | 11.6 | 2.5 | 7.5 | 7.4 | 10.1 | 7.2 | 8.3 | 14.6 | -16.1 | 15.7 | 14.5 | 26.3 | -6.0 | 19.0 | 7.6 | -0.9 | 3.7 | 20.2 | 15.7 | -2.3 | 16.7 | 32.3 | -34.4 | 8.8 | 12.6 | 6.7 | 14.0 | 26.2 | 7.2 |
Sharpe Ratio | NA | 1.15 | 1.08 | 0.06 | 0.4 | 0.51 | NA | NA | 0.51 | 1.04 | -0.99 | 1.59 | 0.58 | 2.88 | -0.65 | 3.72 | 0.69 | -0.08 | 0.45 | 2.32 | 1.52 | -0.13 | 1.14 | 1.5 | -1.11 | 0.47 | 0.99 | 0.61 | 1.38 | 2.29 | 0.86 |
Draw Down(%) | NA | 2.5 | 9.2 | 23.6 | 29.1 | 29.1 | NA | NA | 48.1 | 9.2 | 23.1 | 4.7 | 29.1 | 4.3 | 14.6 | 1.5 | 8.7 | 10.2 | 7.3 | 6.3 | 8.9 | 17.2 | 11.3 | 20.8 | 44.3 | 8.5 | 9.9 | 6.4 | 7.2 | 10.1 | 13.7 |
Standard Deviation(%) | NA | 8.4 | 9.1 | 12.9 | 15.4 | 12.8 | NA | NA | 14.5 | 10.0 | 17.8 | 9.9 | 24.6 | 8.6 | 11.2 | 5.0 | 10.7 | 10.9 | 8.3 | 8.7 | 10.4 | 18.7 | 14.5 | 21.5 | 31.8 | 12.6 | 9.5 | 7.4 | 9.4 | 11.1 | 18.6 |
Treynor Ratio | NA | 0.1 | 0.1 | 0.01 | 0.06 | 0.06 | NA | NA | 0.06 | 0.1 | -0.17 | 0.14 | 0.12 | 0.21 | -0.07 | 0.16 | 0.06 | -0.01 | 0.03 | 0.16 | 0.12 | -0.02 | 0.13 | 0.26 | -0.27 | 0.04 | 0.07 | 0.04 | 0.11 | 0.24 | 0.15 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.0 | -0.03 | 0.0 | 0.02 | -0.03 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 |
Beta | NA | 1.01 | 1.01 | 1.05 | 1.11 | 1.13 | NA | NA | 1.21 | 1.02 | 1.05 | 1.11 | 1.17 | 1.19 | 1.12 | 1.14 | 1.22 | 1.21 | 1.2 | 1.23 | 1.37 | 1.35 | 1.32 | 1.25 | 1.32 | 1.35 | 1.34 | 1.06 | 1.22 | 1.08 | 1.09 |
RSquared | NA | 0.93 | 0.86 | 0.89 | 0.93 | 0.92 | NA | NA | 0.92 | 0.85 | 0.9 | 0.91 | 0.97 | 0.95 | 0.95 | 0.85 | 0.8 | 0.93 | 0.93 | 0.94 | 0.93 | 0.97 | 0.93 | 0.93 | 0.95 | 0.96 | 0.9 | 0.87 | 0.82 | 0.84 | 0.94 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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) 0.43% (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) 0.33% (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) 0.53% (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) 0.39% (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) 0.46% (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) 0.32% (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) 0.29% (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) 0.16% (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) 0.39% (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) 0.42% (91%)
Best ETFs
* Day change on 04/16/2024.Best Closed End Funds
- GLV (Clough Global Allocation Fund) 0.55% (100%)
- GLO (Clough Global Opportunities Fund) 0.0% (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) 1.16% (99%)
- SCD (LMP Capital And Income Closed Fund) 0.28% (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) 0.28% (98%)