Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MACFX (MFS CONSERVATIVE ALLOCATION FUND A) | 4.85% | 2.44% | 5.74% | 3.22% | 4.39% | 5.33% | 5.11% | 5.83% |
Data as of 07/14/2025, AR inception is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACFX (MFS CONSERVATIVE ALLOCATION FUND A) | 07/23/2002 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 2.44 | 5.74 | 3.22 | 4.39 | 5.33 | 5.11 | 5.83 | 4.85 | 2.75 | 9.67 | -14.12 | 6.64 | 10.28 | 17.10 | -3.10 | 10.78 | 5.42 | -0.78 | 3.94 | 8.71 | 10.65 | 2.43 | 11.29 | 22.15 | -16.60 | 7.33 | 8.66 | 3.95 | 7.23 | 11.66 | 5.24 |
| Sharpe Ratio | NA | -0.07 | 0.27 | 0.16 | 0.42 | NA | NA | 0.61 | 0.84 | -0.60 | 0.84 | -1.46 | 1.24 | 0.77 | 3.63 | -0.78 | 3.82 | 0.97 | -0.15 | 0.97 | 1.81 | 2.14 | 0.28 | 1.58 | 2.06 | -1.17 | 0.73 | 1.18 | 0.45 | 1.36 | 1.99 | 1.25 |
| Standard Deviation(%) | NA | 7.59 | 7.66 | 7.42 | 7.28 | NA | NA | 7.31 | 7.67 | 6.46 | 6.48 | 10.62 | 5.32 | 12.97 | 4.32 | 5.70 | 2.67 | 5.40 | 5.36 | 4.05 | 4.80 | 5.00 | 8.69 | 7.07 | 10.70 | 14.88 | 5.96 | 4.57 | 3.94 | 4.62 | 5.51 | 8.95 |
| Draw Down(%) | NA | 9.34 | 10.63 | 19.47 | 19.47 | NA | NA | 25.75 | 5.90 | 6.13 | 6.49 | 18.16 | 2.74 | 17.89 | 1.68 | 7.55 | 1.00 | 3.66 | 5.71 | 3.24 | 4.89 | 3.90 | 7.58 | 5.31 | 11.48 | 23.50 | 3.54 | 4.02 | 2.69 | 4.04 | 4.60 | 6.12 |
| Yield(%) | 0.00 | 2.48 | 2.80 | 2.51 | 3.20 | 3.60 | 3.74 | 4.40 | 0.42 | 3.17 | 2.73 | 2.19 | 2.72 | 1.76 | 3.91 | 4.54 | 4.65 | 2.61 | 2.64 | 2.35 | 2.01 | 2.36 | 2.88 | 2.64 | 3.56 | 3.57 | 5.17 | 4.37 | 2.82 | 1.97 | 1.79 | 0.00 |
Data as of 07/14/2025, AR inception is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACFX (MFS CONSERVATIVE ALLOCATION FUND A) |
-3.77%
Feb 2006 - Feb 2009 |
-0.28%
Feb 2004 - Feb 2009 |
3.47%
Oct 2013 - Oct 2023 |
4.23%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACFX (MFS CONSERVATIVE ALLOCATION FUND A) |
16.26%
Feb 2009 - Feb 2012 |
12.84%
Feb 2009 - Feb 2014 |
8.34%
Feb 2009 - Feb 2019 |
7.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart