Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACIX (MFS CONSERVATIVE ALLOCATION FUND I) | 3.00% | 8.97% | 8.73% | 3.41% | 5.71% | 5.60% | 5.83% | … | … |
Data as of 06/05/2026, Common starting date is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACIX (MFS CONSERVATIVE ALLOCATION FUND I) | 07/22/2002 | 06/05/2026 |
| 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 (%) | 0.11 | 8.97 | 8.73 | 3.41 | 5.71 | 5.60 | 5.83 | … | … | 3.00 | 9.83 | 6.89 | 10.74 | -13.92 | 6.94 | 10.56 | 17.36 | -2.90 | 11.10 | 5.71 | -0.53 | 4.17 | 9.00 | 10.92 | 2.66 | 11.63 | 22.37 | -16.27 | 7.75 | 8.96 | 4.27 | 7.59 | 12.07 | 4.66 |
| Sharpe Ratio | NA | 1.31 | 0.94 | 0.13 | 0.58 | NA | NA | … | … | 0.73 | 1.11 | 0.61 | 1.10 | -1.45 | 1.30 | 0.79 | 3.70 | -0.76 | 3.87 | 1.02 | -0.10 | 1.01 | 1.88 | 2.23 | 0.30 | 1.63 | 2.08 | -1.16 | 0.77 | 1.22 | 0.51 | 1.42 | 2.09 | 1.08 |
| Standard Deviation(%) | NA | 5.22 | 6.08 | 7.13 | 7.15 | NA | NA | … | … | 6.43 | 6.29 | 5.37 | 6.47 | 10.61 | 5.34 | 13.02 | 4.30 | 5.68 | 2.71 | 5.38 | 5.40 | 4.10 | 4.76 | 4.90 | 8.64 | 7.08 | 10.69 | 14.84 | 6.02 | 4.55 | 3.92 | 4.66 | 5.43 | 8.98 |
| Draw Down(%) | NA | 5.04 | 6.42 | 19.28 | 19.28 | NA | NA | … | … | 5.04 | 5.84 | 3.01 | 6.42 | 18.00 | 2.77 | 17.90 | 1.73 | 7.49 | 0.99 | 3.63 | 5.61 | 3.28 | 4.85 | 3.87 | 7.47 | 5.36 | 11.41 | 23.33 | 3.59 | 3.91 | 2.68 | 4.02 | 4.59 | 5.92 |
| Yield(%) | 0.00 | 6.05 | 5.81 | 4.08 | 4.38 | 4.26 | 4.61 | … | … | 0.00 | 6.72 | 7.11 | 3.70 | 2.38 | 2.94 | 1.97 | 4.13 | 4.74 | 4.87 | 2.85 | 2.86 | 2.59 | 2.26 | 2.60 | 3.10 | 2.85 | 3.81 | 3.85 | 5.51 | 4.70 | 3.15 | 2.26 | 2.03 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACIX (MFS CONSERVATIVE ALLOCATION FUND I) |
-3.44%
Feb 2006 – Feb 2009 |
0.07%
Feb 2004 – Feb 2009 |
3.73%
Oct 2013 – Oct 2023 |
4.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACIX (MFS CONSERVATIVE ALLOCATION FUND I) |
16.53%
Feb 2009 – Feb 2012 |
13.12%
Feb 2009 – Feb 2014 |
8.61%
Feb 2009 – Feb 2019 |
7.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart