Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MAGWX (MFS GROWTH ALLOCATION FUND A) | 4.03% | 8.59% | 7.29% | 8.37% | 6.62% | 7.96% | 6.99% | 8.23% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGWX (MFS GROWTH ALLOCATION FUND A) | 07/23/2002 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 07/23/2002.
AR inception is since 07/23/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.58 | 8.59 | 7.29 | 8.37 | 6.62 | 7.96 | 6.99 | 8.23 | 4.03 | 10.40 | 12.41 | -18.00 | 11.34 | 11.49 | 26.26 | -5.96 | 19.01 | 7.57 | -0.87 | 3.74 | 20.20 | 15.70 | -2.33 | 16.71 | 32.33 | -34.42 | 8.85 | 12.61 | 6.66 | 13.99 | 26.15 | 7.24 |
| Sharpe Ratio | NA | 0.02 | 0.21 | 0.36 | 0.35 | NA | NA | 0.46 | 0.18 | 0.43 | 0.81 | -1.08 | 1.07 | 0.45 | 2.88 | -0.65 | 3.72 | 0.69 | -0.08 | 0.45 | 2.32 | 1.52 | -0.13 | 1.14 | 1.50 | -1.11 | 0.47 | 0.99 | 0.61 | 1.38 | 2.29 | 0.86 |
| Standard Deviation(%) | NA | 12.53 | 13.08 | 13.01 | 13.28 | NA | NA | 14.44 | 17.20 | 8.94 | 10.15 | 18.01 | 10.53 | 24.77 | 8.64 | 11.23 | 4.96 | 10.66 | 10.86 | 8.31 | 8.69 | 10.42 | 18.69 | 14.54 | 21.46 | 31.75 | 12.60 | 9.48 | 7.40 | 9.45 | 11.11 | 18.65 |
| Draw Down(%) | NA | 12.34 | 14.48 | 26.45 | 29.14 | NA | NA | 48.09 | 12.34 | 5.01 | 9.24 | 23.12 | 4.70 | 29.14 | 4.29 | 14.63 | 1.48 | 8.66 | 10.19 | 7.33 | 6.34 | 8.92 | 17.21 | 11.29 | 20.76 | 44.30 | 8.45 | 9.95 | 6.39 | 7.23 | 10.06 | 13.66 |
| Yield(%) | 0.00 | 5.97 | 3.48 | 3.54 | 4.19 | 4.97 | 4.81 | 6.45 | 0.00 | 6.35 | 1.86 | 1.86 | 3.49 | 1.06 | 5.80 | 5.85 | 5.47 | 3.04 | 4.60 | 1.65 | 1.58 | 1.90 | 2.19 | 2.01 | 3.07 | 3.08 | 6.97 | 3.71 | 3.18 | 1.90 | 0.84 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGWX (MFS GROWTH ALLOCATION FUND A) |
-12.17%
Feb 2006 - Feb 2009 |
-3.89%
Feb 2004 - Feb 2009 |
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 |
|---|---|---|---|---|
| MAGWX (MFS GROWTH ALLOCATION FUND A) |
23.40%
Feb 2009 - Feb 2012 |
19.57%
Feb 2009 - Feb 2014 |
12.66%
Feb 2009 - Feb 2019 |
10.45%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart