Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACNX (MFS CONSERVATIVE ALLOCATION FUND R3) | 2.90% | 8.64% | 8.48% | 3.13% | 5.45% | 5.34% | 5.55% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACNX (MFS CONSERVATIVE ALLOCATION FUND R3) | 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 | 8.64 | 8.48 | 3.13 | 5.45 | 5.34 | 5.55 | … | … | 2.90 | 9.58 | 6.57 | 10.48 | -14.15 | 6.64 | 10.30 | 17.04 | -3.06 | 10.81 | 5.39 | -0.79 | 3.96 | 8.71 | 10.65 | 2.35 | 11.28 | 22.22 | -16.51 | 7.27 | 8.57 | 4.57 |
| Sharpe Ratio | NA | 1.26 | 0.90 | 0.09 | 0.54 | NA | NA | … | … | 0.71 | 1.07 | 0.54 | 1.06 | -1.47 | 1.24 | 0.77 | 3.61 | -0.78 | 3.86 | 0.95 | -0.15 | 0.98 | 1.81 | 2.15 | 0.26 | 1.57 | 2.07 | -1.17 | 0.69 | 1.14 | 1.01 |
| Standard Deviation(%) | NA | 5.27 | 6.11 | 7.16 | 7.17 | NA | NA | … | … | 6.47 | 6.31 | 5.44 | 6.50 | 10.63 | 5.33 | 13.01 | 4.31 | 5.71 | 2.64 | 5.44 | 5.31 | 4.03 | 4.80 | 4.97 | 8.78 | 7.12 | 10.68 | 14.84 | 6.01 | 4.56 | 3.84 |
| Draw Down(%) | NA | 4.99 | 6.49 | 19.50 | 19.50 | NA | NA | … | … | 4.99 | 5.90 | 3.01 | 6.49 | 18.18 | 2.77 | 17.93 | 1.70 | 7.55 | 1.00 | 3.69 | 5.69 | 3.27 | 4.92 | 3.93 | 7.56 | 5.35 | 11.45 | 23.45 | 3.55 | 3.95 | 2.47 |
| Yield(%) | 0.00 | 5.98 | 5.68 | 3.93 | 4.18 | 4.03 | 4.34 | … | … | 0.00 | 6.60 | 6.99 | 3.51 | 2.20 | 2.74 | 1.76 | 3.94 | 4.57 | 4.69 | 2.63 | 2.66 | 2.36 | 2.03 | 2.38 | 2.89 | 2.67 | 3.63 | 3.68 | 5.27 | 4.54 | 3.07 |
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 |
|---|---|---|---|---|
| MACNX (MFS CONSERVATIVE ALLOCATION FUND R3) |
-3.76%
Feb 2006 – Feb 2009 |
2.36%
Sep 2017 – Sep 2022 |
3.46%
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 |
|---|---|---|---|---|
| MACNX (MFS CONSERVATIVE ALLOCATION FUND R3) |
16.21%
Feb 2009 – Feb 2012 |
12.83%
Feb 2009 – Feb 2014 |
8.34%
Feb 2009 – Feb 2019 |
7.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart