Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACJX (MFS CONSERVATIVE ALLOCATION FUND R4) | 2.98% | 8.89% | 8.73% | 3.40% | 5.71% | 5.60% | 5.82% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACJX (MFS CONSERVATIVE 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 (%) | 0.17 | 8.89 | 8.73 | 3.40 | 5.71 | 5.60 | 5.82 | … | … | 2.98 | 9.88 | 6.83 | 10.72 | -13.94 | 6.95 | 10.60 | 17.38 | -2.86 | 11.05 | 5.69 | -0.54 | 4.20 | 8.99 | 10.92 | 2.76 | 11.53 | 22.56 | -16.31 | 7.53 | 8.93 | 4.38 |
| Sharpe Ratio | NA | 1.30 | 0.94 | 0.13 | 0.58 | NA | NA | … | … | 0.73 | 1.11 | 0.60 | 1.10 | -1.44 | 1.30 | 0.79 | 3.68 | -0.75 | 3.92 | 1.02 | -0.11 | 1.02 | 1.89 | 2.21 | 0.31 | 1.65 | 2.10 | -1.16 | 0.74 | 1.22 | 0.93 |
| Standard Deviation(%) | NA | 5.23 | 6.08 | 7.15 | 7.17 | NA | NA | … | … | 6.38 | 6.35 | 5.36 | 6.46 | 10.67 | 5.33 | 13.02 | 4.32 | 5.67 | 2.66 | 5.39 | 5.38 | 4.12 | 4.74 | 4.95 | 8.80 | 6.93 | 10.68 | 14.90 | 5.98 | 4.55 | 3.86 |
| Draw Down(%) | NA | 5.04 | 6.37 | 19.30 | 19.30 | NA | NA | … | … | 5.04 | 5.90 | 3.04 | 6.37 | 18.05 | 2.74 | 17.88 | 1.68 | 7.49 | 1.00 | 3.66 | 5.59 | 3.31 | 4.88 | 3.90 | 7.53 | 5.31 | 11.39 | 23.40 | 3.53 | 3.94 | 2.55 |
| Yield(%) | 0.00 | 6.12 | 5.87 | 4.12 | 4.42 | 4.30 | 4.63 | … | … | 0.00 | 6.80 | 7.18 | 3.75 | 2.41 | 2.97 | 1.99 | 4.17 | 4.78 | 4.91 | 2.87 | 2.88 | 2.61 | 2.27 | 2.62 | 3.12 | 2.87 | 3.84 | 3.88 | 5.46 | 4.64 | 3.16 |
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 |
|---|---|---|---|---|
| MACJX (MFS CONSERVATIVE ALLOCATION FUND R4) |
-3.51%
Feb 2006 – Feb 2009 |
2.62%
Sep 2017 – Sep 2022 |
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 |
|---|---|---|---|---|
| MACJX (MFS CONSERVATIVE ALLOCATION FUND R4) |
16.54%
Feb 2009 – Feb 2012 |
13.15%
Feb 2009 – Feb 2014 |
8.62%
Feb 2009 – Feb 2019 |
7.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart