Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACBX (MFS CONSERVATIVE ALLOCATION FUND B) | 2.51% | 8.10% | 7.62% | 2.46% | 4.68% | 4.51% | 4.77% | … | … |
Data as of 06/03/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACBX (MFS CONSERVATIVE ALLOCATION FUND B) | 07/23/2002 | 06/03/2026 |
| 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 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.10 | 7.62 | 2.46 | 4.68 | 4.51 | 4.77 | … | … | 2.51 | 8.76 | 5.79 | 9.58 | -14.76 | 5.86 | 9.46 | 16.20 | -3.81 | 10.01 | 4.58 | -1.54 | 3.17 | 7.95 | 9.80 | 1.66 | 10.43 | 21.28 | -17.10 | 6.63 | 7.90 | 3.23 | 6.56 | 10.89 | 5.13 |
| Sharpe Ratio | NA | 1.16 | 0.78 | -0.01 | 0.44 | NA | NA | … | … | 0.69 | 0.93 | 0.40 | 0.91 | -1.53 | 1.10 | 0.71 | 3.42 | -0.92 | 3.49 | 0.81 | -0.29 | 0.77 | 1.65 | 1.98 | 0.19 | 1.47 | 1.99 | -1.21 | 0.58 | 0.99 | 0.24 | 1.22 | 1.88 | 1.21 |
| Standard Deviation(%) | NA | 5.18 | 6.06 | 7.13 | 7.15 | NA | NA | … | … | 6.27 | 6.31 | 5.35 | 6.55 | 10.61 | 5.29 | 13.01 | 4.31 | 5.66 | 2.69 | 5.41 | 5.39 | 4.11 | 4.80 | 4.97 | 8.71 | 7.04 | 10.63 | 14.82 | 6.02 | 4.54 | 3.96 | 4.57 | 5.42 | 8.96 |
| Draw Down(%) | NA | 4.88 | 6.71 | 20.03 | 20.03 | NA | NA | … | … | 4.88 | 5.96 | 3.05 | 6.71 | 18.66 | 2.76 | 17.94 | 1.69 | 7.92 | 1.00 | 3.75 | 6.05 | 3.38 | 5.06 | 4.00 | 7.74 | 5.51 | 11.53 | 23.77 | 3.57 | 4.05 | 2.80 | 4.15 | 4.71 | 6.03 |
| Yield(%) | 0.00 | 5.27 | 4.81 | 3.20 | 3.32 | 3.08 | 3.37 | … | … | 0.00 | 5.65 | 6.02 | 2.64 | 1.47 | 1.88 | 0.92 | 3.05 | 3.78 | 3.87 | 1.84 | 1.89 | 1.58 | 1.25 | 1.59 | 2.12 | 1.84 | 2.72 | 2.88 | 4.46 | 3.69 | 2.18 | 1.37 | 1.31 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACBX (MFS CONSERVATIVE ALLOCATION FUND B) |
-4.41%
Feb 2006 – Feb 2009 |
-0.94%
Feb 2004 – Feb 2009 |
2.70%
Oct 2013 – Oct 2023 |
3.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACBX (MFS CONSERVATIVE ALLOCATION FUND B) |
15.40%
Feb 2009 – Feb 2012 |
12.01%
Feb 2009 – Feb 2014 |
7.53%
Feb 2009 – Feb 2019 |
6.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart