Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACFX (MFS CONSERVATIVE ALLOCATION FUND A) | 3.05% | 9.14% | 8.50% | 3.26% | 5.48% | 5.31% | 5.55% | … | … |
Data as of 06/03/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACFX (MFS CONSERVATIVE ALLOCATION FUND A) | 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 (%) | 0.06 | 9.14 | 8.50 | 3.26 | 5.48 | 5.31 | 5.55 | … | … | 3.05 | 9.54 | 6.56 | 10.45 | -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 | 1.39 | 0.93 | 0.10 | 0.55 | NA | NA | … | … | 0.94 | 1.06 | 0.55 | 1.03 | -1.47 | 1.24 | 0.77 | 3.62 | -0.79 | 3.81 | 0.96 | -0.15 | 0.97 | 1.81 | 2.14 | 0.28 | 1.58 | 2.06 | -1.18 | 0.70 | 1.15 | 0.43 | 1.35 | 1.99 | 1.24 |
| Standard Deviation(%) | NA | 5.09 | 6.08 | 7.14 | 7.15 | NA | NA | … | … | 6.13 | 6.31 | 5.35 | 6.62 | 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 | 4.60 | 6.49 | 19.47 | 19.47 | NA | NA | … | … | 4.60 | 5.90 | 3.04 | 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 | 6.35 | 5.77 | 3.99 | 4.21 | 4.02 | 4.34 | … | … | 0.41 | 6.53 | 6.92 | 3.48 | 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 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 |
|---|---|---|---|---|
| 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 |
7.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart