Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACVX (MFS CONSERVATIVE ALLOCATION FUND C) | 2.43% | 8.07% | 7.61% | 2.44% | 4.66% | 4.50% | 4.76% | … | … |
Data as of 06/03/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACVX (MFS CONSERVATIVE ALLOCATION FUND C) | 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 | 8.07 | 7.61 | 2.44 | 4.66 | 4.50 | 4.76 | … | … | 2.43 | 8.74 | 5.85 | 9.56 | -14.80 | 5.87 | 9.43 | 16.20 | -3.83 | 10.04 | 4.64 | -1.61 | 3.17 | 7.89 | 9.82 | 1.64 | 10.52 | 21.28 | -17.14 | 6.63 | 7.84 | 3.27 | 6.61 | 10.90 | 5.02 |
| Sharpe Ratio | NA | 1.15 | 0.78 | -0.01 | 0.43 | NA | NA | … | … | 0.66 | 0.94 | 0.41 | 0.91 | -1.54 | 1.09 | 0.70 | 3.44 | -0.92 | 3.56 | 0.82 | -0.31 | 0.77 | 1.65 | 1.98 | 0.18 | 1.47 | 1.99 | -1.22 | 0.59 | 0.97 | 0.26 | 1.23 | 1.87 | 1.19 |
| Standard Deviation(%) | NA | 5.20 | 6.09 | 7.14 | 7.15 | NA | NA | … | … | 6.34 | 6.29 | 5.42 | 6.53 | 10.60 | 5.35 | 12.97 | 4.29 | 5.66 | 2.65 | 5.39 | 5.36 | 4.09 | 4.76 | 4.98 | 8.74 | 7.10 | 10.63 | 14.83 | 5.92 | 4.56 | 3.95 | 4.59 | 5.46 | 8.93 |
| Draw Down(%) | NA | 4.85 | 6.66 | 20.07 | 20.07 | NA | NA | … | … | 4.85 | 5.98 | 3.03 | 6.66 | 18.70 | 2.79 | 18.00 | 1.71 | 7.92 | 0.97 | 3.71 | 6.03 | 3.40 | 5.02 | 4.03 | 7.71 | 5.46 | 11.57 | 23.75 | 3.58 | 4.06 | 2.80 | 4.16 | 4.71 | 6.03 |
| Yield(%) | 0.00 | 5.43 | 4.96 | 3.30 | 3.40 | 3.15 | 3.44 | … | … | 0.00 | 5.83 | 6.21 | 2.73 | 1.52 | 1.96 | 0.97 | 3.13 | 3.84 | 3.92 | 1.87 | 1.91 | 1.64 | 1.29 | 1.63 | 2.18 | 1.98 | 2.85 | 2.97 | 4.53 | 3.71 | 2.23 | 1.40 | 1.42 | 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 |
|---|---|---|---|---|
| MACVX (MFS CONSERVATIVE ALLOCATION FUND C) |
-4.40%
Feb 2006 – Feb 2009 |
-0.93%
Feb 2004 – Feb 2009 |
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 |
|---|---|---|---|---|
| MACVX (MFS CONSERVATIVE ALLOCATION FUND C) |
15.37%
Feb 2009 – Feb 2012 |
12.00%
Feb 2009 – Feb 2014 |
7.53%
Feb 2009 – Feb 2019 |
6.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart