Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACKX (MFS CONSERVATIVE ALLOCATION FUND R1) | 2.82% | 8.01% | 7.74% | 2.39% | 4.67% | 4.56% | 4.77% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACKX (MFS CONSERVATIVE ALLOCATION FUND R1) | 04/08/2005 | 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 (%) | 0.12 | 8.01 | 7.74 | 2.39 | 4.67 | 4.56 | 4.77 | … | … | 2.82 | 8.70 | 5.81 | 9.60 | -14.78 | 5.86 | 9.36 | 16.23 | -3.82 | 9.96 | 4.65 | -1.56 | 3.20 | 7.87 | 9.83 | 1.67 | 10.45 | 21.28 | -17.15 | 6.50 | 7.77 | 4.04 |
| Sharpe Ratio | NA | 1.14 | 0.78 | -0.01 | 0.43 | NA | NA | … | … | 0.66 | 0.92 | 0.40 | 0.93 | -1.53 | 1.09 | 0.70 | 3.39 | -0.91 | 3.45 | 0.81 | -0.30 | 0.78 | 1.63 | 1.96 | 0.19 | 1.47 | 1.98 | -1.22 | 0.57 | 0.96 | 0.80 |
| Standard Deviation(%) | NA | 5.24 | 6.10 | 7.14 | 7.16 | NA | NA | … | … | 6.33 | 6.36 | 5.42 | 6.48 | 10.61 | 5.34 | 12.98 | 4.35 | 5.70 | 2.71 | 5.44 | 5.40 | 4.06 | 4.81 | 5.04 | 8.74 | 7.06 | 10.68 | 14.82 | 5.94 | 4.55 | 3.92 |
| Draw Down(%) | NA | 4.94 | 6.68 | 20.11 | 20.11 | NA | NA | … | … | 4.94 | 6.03 | 3.05 | 6.68 | 18.67 | 2.79 | 17.96 | 1.74 | 7.93 | 0.99 | 3.71 | 6.05 | 3.39 | 4.97 | 4.02 | 7.68 | 5.47 | 11.57 | 23.75 | 3.54 | 4.00 | 2.66 |
| Yield(%) | 0.00 | 5.59 | 5.13 | 3.39 | 3.49 | 3.24 | 3.52 | … | … | 0.00 | 6.03 | 6.44 | 2.87 | 1.59 | 2.04 | 1.05 | 3.24 | 3.93 | 4.01 | 1.89 | 1.96 | 1.64 | 1.30 | 1.65 | 2.22 | 1.93 | 2.84 | 3.05 | 5.06 | 4.05 | 2.89 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACKX (MFS CONSERVATIVE ALLOCATION FUND R1) |
-4.47%
Feb 2006 – Feb 2009 |
1.58%
Sep 2017 – Sep 2022 |
2.69%
Oct 2013 – Oct 2023 |
3.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACKX (MFS CONSERVATIVE ALLOCATION FUND R1) |
15.37%
Feb 2009 – Feb 2012 |
12.00%
Feb 2009 – Feb 2014 |
7.53%
Feb 2009 – Feb 2019 |
6.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart