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MAMAX: MFS MODERATE ALLOCATION FUND A (MUTUAL FUND)
Basic Info 19.76 0.11(0.56%) March 27
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (60%) |
Start Date: | 07/23/2002 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 3.89% |
Expenses | 0.65% |
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Performance Analytics (As of 03/25/2024)
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(%) | 0.2 | 4.3 | 15.4 | 3.3 | 7.0 | 6.2 | 9.0 | 6.5 | 7.3 | 12.5 | -15.2 | 11.7 | 13.6 | 21.7 | -4.5 | 14.9 | 6.5 | -0.9 | 4.0 | 14.5 | 13.1 | 0.3 | 14.5 | 27.1 | -26.0 | 8.3 | 10.3 | 5.1 | 10.6 | 19.0 | 6.9 |
Sharpe Ratio | NA | 2.46 | 1.57 | 0.09 | 0.46 | 0.53 | NA | NA | 0.57 | 1.0 | -1.17 | 1.55 | 0.72 | 3.16 | -0.69 | 3.85 | 0.78 | -0.12 | 0.65 | 2.17 | 1.71 | 0.02 | 1.33 | 1.68 | -1.16 | 0.56 | 1.0 | 0.52 | 1.37 | 2.18 | 1.07 |
Draw Down(%) | NA | 1.7 | 8.1 | 21.5 | 23.4 | 23.4 | NA | NA | 37.8 | 8.1 | 21.1 | 3.6 | 23.4 | 2.9 | 11.2 | 1.2 | 6.2 | 7.9 | 5.1 | 5.6 | 6.3 | 12.3 | 8.3 | 16.4 | 34.7 | 5.9 | 6.8 | 4.6 | 5.7 | 7.4 | 10.3 |
Standard Deviation(%) | NA | 6.8 | 7.6 | 10.4 | 12.0 | 9.9 | NA | NA | 10.9 | 8.3 | 14.3 | 7.6 | 18.6 | 6.4 | 8.4 | 3.7 | 8.0 | 8.1 | 6.2 | 6.7 | 7.7 | 13.6 | 10.9 | 16.1 | 23.2 | 9.4 | 7.0 | 5.7 | 7.0 | 8.4 | 14.2 |
Treynor Ratio | NA | 0.21 | 0.14 | 0.01 | 0.06 | 0.06 | NA | NA | 0.07 | 0.1 | -0.2 | 0.14 | 0.15 | 0.23 | -0.07 | 0.17 | 0.06 | -0.01 | 0.04 | 0.15 | 0.13 | 0.0 | 0.15 | 0.29 | -0.28 | 0.05 | 0.07 | 0.04 | 0.1 | 0.21 | 0.18 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 |
Beta | NA | 0.78 | 0.83 | 0.85 | 0.87 | 0.87 | NA | NA | 0.92 | 0.85 | 0.85 | 0.86 | 0.88 | 0.88 | 0.84 | 0.85 | 0.99 | 0.9 | 0.9 | 0.95 | 1.02 | 0.99 | 0.99 | 0.95 | 0.97 | 1.01 | 1.02 | 0.83 | 0.93 | 0.87 | 0.82 |
RSquared | NA | 0.85 | 0.83 | 0.9 | 0.93 | 0.93 | NA | NA | 0.94 | 0.86 | 0.91 | 0.92 | 0.97 | 0.95 | 0.95 | 0.83 | 0.92 | 0.95 | 0.93 | 0.95 | 0.93 | 0.97 | 0.93 | 0.94 | 0.96 | 0.97 | 0.93 | 0.9 | 0.85 | 0.94 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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