Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAGEX (MFS GROWTH ALLOCATION FUND R3) | 6.66% | 14.57% | 13.19% | 5.04% | 8.44% | 8.02% | 7.19% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGEX (MFS GROWTH 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 (%) | 0.34 | 14.57 | 13.19 | 5.04 | 8.44 | 8.02 | 7.19 | … | … | 6.66 | 13.34 | 10.41 | 14.60 | -18.02 | 11.30 | 11.49 | 26.20 | -5.85 | 18.95 | 7.52 | -0.89 | 3.81 | 20.16 | 15.66 | -2.32 | 16.77 | 32.26 | -34.33 | 8.79 | 12.49 | 8.63 |
| Sharpe Ratio | NA | 1.41 | 0.99 | 0.21 | 0.53 | NA | NA | … | … | 1.28 | 0.87 | 0.76 | 1.10 | -1.08 | 1.07 | 0.45 | 2.86 | -0.64 | 3.73 | 0.69 | -0.09 | 0.46 | 2.34 | 1.51 | -0.12 | 1.14 | 1.50 | -1.11 | 0.45 | 0.96 | 1.28 |
| Standard Deviation(%) | NA | 8.94 | 10.35 | 12.31 | 13.04 | NA | NA | … | … | 10.61 | 12.03 | 8.94 | 10.00 | 18.01 | 10.51 | 24.81 | 8.66 | 11.26 | 4.93 | 10.65 | 10.87 | 8.33 | 8.62 | 10.43 | 18.99 | 14.57 | 21.50 | 31.65 | 12.60 | 9.50 | 7.45 |
| Draw Down(%) | NA | 7.37 | 12.35 | 26.47 | 29.15 | NA | NA | … | … | 7.37 | 12.35 | 5.02 | 9.25 | 23.12 | 4.68 | 29.15 | 4.28 | 14.67 | 1.49 | 8.67 | 10.22 | 7.28 | 6.39 | 8.92 | 17.20 | 11.29 | 20.79 | 44.24 | 8.49 | 9.97 | 4.66 |
| Yield(%) | 0.00 | 8.09 | 6.61 | 4.32 | 5.32 | 5.37 | 5.11 | … | … | 0.00 | 8.54 | 6.41 | 4.05 | 1.85 | 3.50 | 1.05 | 5.84 | 5.88 | 5.52 | 3.07 | 4.62 | 1.65 | 1.60 | 1.90 | 2.23 | 2.04 | 3.13 | 3.19 | 7.05 | 3.86 | 3.43 |
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 |
|---|---|---|---|---|
| MAGEX (MFS GROWTH ALLOCATION FUND R3) |
-12.20%
Feb 2006 – Feb 2009 |
0.51%
May 2007 – May 2012 |
4.82%
Jan 2006 – Jan 2016 |
4.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGEX (MFS GROWTH ALLOCATION FUND R3) |
23.44%
Feb 2009 – Feb 2012 |
19.60%
Feb 2009 – Feb 2014 |
12.66%
Feb 2009 – Feb 2019 |
10.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart