Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAAFX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R1) | 7.77% | 16.05% | 14.07% | 5.20% | 8.88% | 8.32% | 6.97% | … | … |
Data as of 06/04/2026, Common starting date is 04/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAAFX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R1) | 04/13/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 16.05 | 14.07 | 5.20 | 8.88 | 8.32 | 6.97 | … | … | 7.77 | 14.06 | 11.00 | 15.13 | -19.88 | 13.57 | 11.10 | 28.64 | -7.63 | 21.99 | 6.43 | -0.89 | 2.89 | 25.14 | 16.39 | -5.70 | 17.54 | 34.98 | -40.91 | 8.41 | 12.27 | 10.68 |
| Sharpe Ratio | NA | 1.32 | 0.89 | 0.18 | 0.47 | NA | NA | … | … | 1.29 | 0.77 | 0.69 | 0.98 | -1.00 | 1.10 | 0.36 | 2.59 | -0.66 | 3.56 | 0.48 | -0.07 | 0.28 | 2.41 | 1.27 | -0.24 | 0.96 | 1.30 | -1.04 | 0.33 | 0.74 | 1.32 |
| Standard Deviation(%) | NA | 10.73 | 12.35 | 14.63 | 15.64 | NA | NA | … | … | 12.64 | 14.55 | 10.64 | 11.77 | 21.38 | 12.37 | 29.96 | 10.49 | 13.75 | 6.02 | 12.99 | 13.32 | 10.23 | 10.44 | 12.98 | 24.00 | 18.09 | 26.77 | 40.03 | 15.95 | 12.06 | 9.56 |
| Draw Down(%) | NA | 8.74 | 14.99 | 28.95 | 32.89 | NA | NA | … | … | 8.74 | 14.99 | 6.45 | 10.65 | 25.53 | 5.64 | 32.89 | 5.36 | 17.81 | 1.91 | 10.76 | 11.99 | 9.29 | 6.80 | 11.43 | 21.65 | 13.91 | 24.32 | 51.38 | 10.63 | 12.69 | 5.87 |
| Yield(%) | 0.00 | 7.42 | 5.50 | 3.41 | 4.35 | 4.38 | 3.98 | … | … | 0.00 | 7.86 | 4.52 | 3.07 | 0.87 | 2.58 | 0.00 | 5.00 | 4.54 | 4.07 | 2.38 | 4.37 | 0.43 | 0.31 | 0.40 | 0.69 | 0.73 | 0.98 | 2.37 | 6.67 | 2.22 | 2.50 |
Data as of 06/04/2026, Common starting date is 04/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAAFX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R1) |
-16.26%
Feb 2006 – Feb 2009 |
-2.22%
May 2007 – May 2012 |
3.75%
Jan 2006 – Jan 2016 |
4.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAAFX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R1) |
24.70%
Feb 2009 – Feb 2012 |
21.06%
Feb 2009 – Feb 2014 |
13.40%
Feb 2009 – Feb 2019 |
11.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart