Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAGMX (MFS GROWTH ALLOCATION FUND R1) | 6.28% | 13.69% | 12.34% | 4.21% | 7.60% | 7.19% | 6.38% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGMX (MFS GROWTH 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 (%) | 0.32 | 13.69 | 12.34 | 4.21 | 7.60 | 7.19 | 6.38 | … | … | 6.28 | 12.49 | 9.61 | 13.73 | -18.71 | 10.35 | 10.52 | 25.31 | -6.57 | 18.07 | 6.69 | -1.57 | 2.95 | 19.31 | 14.76 | -3.00 | 15.82 | 31.40 | -34.89 | 8.10 | 11.76 | 8.01 |
| Sharpe Ratio | NA | 1.32 | 0.91 | 0.14 | 0.46 | NA | NA | … | … | 1.20 | 0.80 | 0.67 | 1.02 | -1.12 | 0.98 | 0.41 | 2.76 | -0.71 | 3.51 | 0.61 | -0.15 | 0.35 | 2.24 | 1.43 | -0.16 | 1.08 | 1.45 | -1.13 | 0.39 | 0.88 | 1.17 |
| Standard Deviation(%) | NA | 8.94 | 10.33 | 12.33 | 13.05 | NA | NA | … | … | 10.56 | 12.04 | 8.91 | 9.99 | 18.07 | 10.59 | 24.79 | 8.65 | 11.25 | 4.98 | 10.68 | 10.83 | 8.36 | 8.61 | 10.41 | 18.97 | 14.58 | 21.53 | 31.76 | 12.67 | 9.49 | 7.41 |
| Draw Down(%) | NA | 7.43 | 12.42 | 27.12 | 29.18 | NA | NA | … | … | 7.43 | 12.42 | 5.03 | 9.45 | 23.61 | 4.75 | 29.18 | 4.29 | 14.85 | 1.59 | 8.80 | 10.48 | 7.46 | 6.45 | 9.03 | 17.42 | 11.44 | 20.87 | 44.42 | 8.55 | 10.02 | 4.65 |
| Yield(%) | 0.00 | 7.70 | 6.02 | 3.76 | 4.52 | 4.41 | 4.21 | … | … | 0.00 | 8.11 | 5.76 | 3.40 | 1.29 | 2.73 | 0.27 | 5.00 | 5.26 | 4.77 | 2.29 | 3.92 | 0.89 | 0.81 | 1.13 | 1.52 | 1.26 | 2.33 | 2.65 | 6.87 | 3.37 | 3.39 |
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 |
|---|---|---|---|---|
| MAGMX (MFS GROWTH ALLOCATION FUND R1) |
-12.80%
Feb 2006 – Feb 2009 |
-0.22%
May 2007 – May 2012 |
4.04%
Jan 2006 – Jan 2016 |
4.09%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGMX (MFS GROWTH ALLOCATION FUND R1) |
22.48%
Feb 2009 – Feb 2012 |
18.68%
Feb 2009 – Feb 2014 |
11.81%
Feb 2009 – Feb 2019 |
9.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart