Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAALX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R4) | 8.27% | 17.25% | 15.21% | 6.32% | 10.03% | 9.45% | 8.08% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAALX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R4) | 04/07/2005 | 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 (%) | 0.44 | 17.25 | 15.21 | 6.32 | 10.03 | 9.45 | 8.08 | … | … | 8.27 | 15.17 | 12.10 | 16.31 | -18.99 | 14.94 | 12.38 | 29.93 | -6.74 | 23.26 | 7.44 | 0.16 | 3.91 | 26.40 | 17.69 | -4.81 | 18.71 | 36.29 | -40.27 | 9.53 | 13.32 | 9.81 |
| Sharpe Ratio | NA | 1.44 | 0.99 | 0.26 | 0.54 | NA | NA | … | … | 1.40 | 0.85 | 0.80 | 1.09 | -0.96 | 1.21 | 0.40 | 2.72 | -0.59 | 3.76 | 0.55 | 0.01 | 0.38 | 2.52 | 1.36 | -0.20 | 1.04 | 1.35 | -1.03 | 0.40 | 0.82 | 1.16 |
| Standard Deviation(%) | NA | 10.71 | 12.35 | 14.63 | 15.64 | NA | NA | … | … | 12.64 | 14.55 | 10.66 | 11.75 | 21.39 | 12.33 | 29.87 | 10.47 | 13.77 | 6.03 | 13.05 | 13.33 | 10.21 | 10.46 | 13.05 | 24.04 | 17.87 | 26.71 | 40.04 | 15.97 | 12.15 | 9.54 |
| Draw Down(%) | NA | 8.64 | 14.87 | 28.17 | 32.80 | NA | NA | … | … | 8.64 | 14.87 | 6.43 | 10.44 | 24.95 | 5.60 | 32.80 | 5.28 | 17.53 | 1.82 | 10.68 | 11.67 | 9.06 | 6.70 | 11.33 | 21.34 | 13.70 | 24.18 | 51.03 | 10.58 | 12.65 | 5.79 |
| Yield(%) | 0.00 | 7.99 | 6.39 | 4.21 | 5.51 | 5.81 | 5.30 | … | … | 0.00 | 8.51 | 5.64 | 3.90 | 1.63 | 3.64 | 0.80 | 6.06 | 5.36 | 5.09 | 3.35 | 5.26 | 1.57 | 1.44 | 1.62 | 1.63 | 1.70 | 2.03 | 2.68 | 7.11 | 2.78 | 2.75 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAALX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R4) |
-15.41%
Feb 2006 – Feb 2009 |
-1.25%
May 2007 – May 2012 |
4.80%
Jan 2006 – Jan 2016 |
5.35%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAALX (MFS AGGRESSIVE GROWTH ALLOCATION FUND R4) |
25.95%
Feb 2009 – Feb 2012 |
22.30%
Feb 2009 – Feb 2014 |
14.55%
Feb 2009 – Feb 2019 |
12.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart