Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAGJX (MFS GROWTH ALLOCATION FUND R4) | 6.75% | 14.81% | 13.48% | 5.31% | 8.72% | 8.29% | 7.47% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGJX (MFS GROWTH 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 (%) | 0.34 | 14.81 | 13.48 | 5.31 | 8.72 | 8.29 | 7.47 | … | … | 6.75 | 13.60 | 10.72 | 14.91 | -17.81 | 11.65 | 11.75 | 26.54 | -5.62 | 19.22 | 7.79 | -0.62 | 4.05 | 20.49 | 15.82 | -2.09 | 17.07 | 32.70 | -34.19 | 9.16 | 12.86 | 8.38 |
| Sharpe Ratio | NA | 1.45 | 1.01 | 0.23 | 0.55 | NA | NA | … | … | 1.31 | 0.89 | 0.79 | 1.14 | -1.07 | 1.11 | 0.46 | 2.91 | -0.62 | 3.80 | 0.71 | -0.06 | 0.48 | 2.36 | 1.52 | -0.11 | 1.17 | 1.52 | -1.10 | 0.48 | 0.99 | 1.22 |
| Standard Deviation(%) | NA | 8.93 | 10.34 | 12.32 | 13.03 | NA | NA | … | … | 10.55 | 12.05 | 8.95 | 9.96 | 18.03 | 10.52 | 24.77 | 8.62 | 11.25 | 4.90 | 10.64 | 10.86 | 8.33 | 8.66 | 10.48 | 18.96 | 14.54 | 21.47 | 31.78 | 12.63 | 9.54 | 7.46 |
| Draw Down(%) | NA | 7.33 | 12.31 | 26.30 | 29.14 | NA | NA | … | … | 7.33 | 12.31 | 5.01 | 9.19 | 22.99 | 4.67 | 29.14 | 4.24 | 14.54 | 1.48 | 8.67 | 10.14 | 7.23 | 6.34 | 8.86 | 17.09 | 11.22 | 20.70 | 44.21 | 8.50 | 9.95 | 4.58 |
| Yield(%) | 0.00 | 8.30 | 6.85 | 4.53 | 5.61 | 5.70 | 5.44 | … | … | 0.00 | 8.77 | 6.63 | 4.30 | 2.08 | 3.75 | 1.30 | 6.10 | 6.11 | 5.77 | 3.33 | 4.86 | 1.90 | 1.83 | 2.15 | 2.43 | 2.26 | 3.37 | 3.39 | 7.28 | 3.96 | 3.52 |
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 |
|---|---|---|---|---|
| MAGJX (MFS GROWTH ALLOCATION FUND R4) |
-11.94%
Feb 2006 – Feb 2009 |
0.78%
May 2007 – May 2012 |
5.09%
Jan 2006 – Jan 2016 |
5.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGJX (MFS GROWTH ALLOCATION FUND R4) |
23.76%
Feb 2009 – Feb 2012 |
19.87%
Feb 2009 – Feb 2014 |
12.94%
Feb 2009 – Feb 2019 |
10.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart