Find A Portfolio/Ticker
Comparison Box
MAMAX: MFS Moderate Allocation A (MUTUAL FUND)
Basic Info 18.96 0.08(0.42%) August 09
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 07/23/2002 |
| Last Dividend Date: | 06/23/2022 |
| 12-Mo. Yield | 3.72% |
| Expenses | 1.11% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/05/2022)
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(%) | 0.5 | -11.5 | -9.3 | -13.3 | -5.5 | 0.8 | 1.9 | 4.1 | -41.7 | 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 |
| SR | NA | -1.4 | -0.83 | -0.36 | -0.22 | 0.02 | NA | 0.19 | -0.7 | 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 | 0.99 | 0.52 | 1.37 | 2.18 | 1.07 |
| DD(%) | NA | 17.2 | 17.7 | 50.5 | 50.5 | 50.5 | NA | 50.5 | 46.2 | 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 |
| SD(%) | NA | 13.6 | 11.5 | 36.3 | 28.5 | 20.7 | NA | 17.1 | 59.3 | 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 |
| TR | NA | -0.24 | -0.12 | -0.17 | -0.08 | 0.0 | NA | 0.04 | -4.6 | 0.15 | 7.56 | -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 | -0.02 | -0.02 | -0.06 | -0.04 | -0.02 | NA | -0.01 | -0.16 | 0.0 | 0.07 | -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 | 0.8 | 0.8 | 0.77 | 0.79 | 0.82 | NA | 0.9 | 0.09 | 0.88 | 0.03 | 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 |
| RS | NA | 0.86 | 0.85 | 0.16 | 0.19 | 0.25 | NA | 0.49 | 0.0 | 0.97 | 0.05 | 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
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 Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. Rowe Price Capital Appreciation) 0.52% (99%)
- LCRIX (Leuthold Core Investment I) 0.14% (99%)
- QOPYX (Oppenheimer Flexible Strategies Y) 0.08% (99%)
- RNCOX (RiverNorth Core Opportunity) 0.29% (99%)
- AZNIX (Allianz AGIC Income & Growth Instl) (98%)
- DNAIX (Dunham Appreciation & Income N) (98%)
- COTZX (Columbia Thermostat Z) 0.33% (98%)
- PBAIX (BlackRock Managed Volatility Instl) 0.22% (97%)
- ICMBX (Intrepid Capital) 0.55% (96%)
- GRSPX (Greenspring) 0.54% (96%)
Best ETFs
* Day change on 08/09/2022.Best Closed End Funds
- ERH (Wells Fargo Advantage Util & High In) 0.97% (100%)
- HTD (JHancock Tax-Advantaged Dividend Inc) 0.20% (100%)
- ZTR (Zweig Total Return Common) 0.61% (100%)
Latest Articles Related to MAMAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
