Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAAHX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R3) | 7.02% | 14.76% | 14.10% | 5.71% | 9.85% | 9.19% | 7.97% | … | … |
Data as of 06/11/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAAHX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R3) | 04/08/2005 | 06/11/2026 |
| 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 (%) | -1.03 | 14.76 | 14.10 | 5.71 | 9.85 | 9.19 | 7.97 | … | … | 7.02 | 14.90 | 11.82 | 16.00 | -19.21 | 14.61 | 12.06 | 29.58 | -6.95 | 22.89 | 7.22 | -0.09 | 3.69 | 26.05 | 17.23 | -5.00 | 18.41 | 36.04 | -40.44 | 9.12 | 13.03 | 10.31 |
| Sharpe Ratio | NA | 1.07 | 0.87 | 0.21 | 0.51 | NA | NA | … | … | 0.89 | 0.83 | 0.77 | 1.06 | -0.97 | 1.18 | 0.39 | 2.69 | -0.61 | 3.71 | 0.54 | -0.01 | 0.36 | 2.49 | 1.33 | -0.21 | 1.01 | 1.34 | -1.03 | 0.38 | 0.79 | 1.24 |
| Standard Deviation(%) | NA | 11.02 | 12.38 | 14.66 | 15.64 | NA | NA | … | … | 12.94 | 14.55 | 10.68 | 11.75 | 21.38 | 12.33 | 29.81 | 10.44 | 13.75 | 6.02 | 13.07 | 13.33 | 10.21 | 10.47 | 12.99 | 24.04 | 18.11 | 26.81 | 40.07 | 15.98 | 12.18 | 9.58 |
| Draw Down(%) | NA | 8.65 | 14.91 | 28.38 | 32.81 | NA | NA | … | … | 8.65 | 14.91 | 6.42 | 10.48 | 25.11 | 5.61 | 32.81 | 5.30 | 17.59 | 1.85 | 10.74 | 11.74 | 9.11 | 6.71 | 11.36 | 21.38 | 13.73 | 24.23 | 51.13 | 10.64 | 12.68 | 5.80 |
| Yield(%) | 0.00 | 7.75 | 6.10 | 3.99 | 5.32 | 5.52 | 5.17 | … | … | 0.00 | 8.32 | 5.42 | 3.67 | 1.41 | 3.39 | 0.55 | 5.80 | 5.11 | 4.85 | 3.08 | 5.05 | 1.32 | 1.20 | 1.35 | 1.48 | 1.46 | 1.79 | 2.60 | 6.90 | 2.69 | 2.67 |
Data as of 06/11/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAAHX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R3) |
-15.67%
Feb 2006 – Feb 2009 |
-1.49%
May 2007 – May 2012 |
4.52%
Jan 2006 – Jan 2016 |
5.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAAHX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R3) |
25.65%
Feb 2009 – Feb 2012 |
21.99%
Feb 2009 – Feb 2014 |
14.26%
Feb 2009 – Feb 2019 |
12.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart